Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Proposed 415 Regulations

   By Gary, December 29, 2006
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • December 29, 2006

2. Proposed Budget increases PBGC premiums

   By david rigby, October 28, 2015
   • 7 replies
   • 1.2k views
   • 
   • Calavera
   • October 29, 2015

3. proposed cash balance regs

   By Gary, January 3, 2003
   • 1 reply
   • 1.1k views
   • 
   • E as in ERISA
   • January 3, 2003

4. Proposed Cash-Balance Regs (remainder)

   By Guest RSNOW, May 23, 2003
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • May 23, 2003

5. Proposed Distribution Date when filing for IRS DL

   By AdKu, June 21, 2017
   • 10 replies
   • 2.4k views
   • 
   • tymesup
   • June 22, 2017

6. Proposed FASB Disclosure Requirements for DB Plans

   By Guest blackdo2, November 5, 2003
   • 0 replies
   • 998 views
   • 
   • Guest
   • November 5, 2003

7. Proposed Federal Budget for 2014

   By Mister Met, July 29, 2013
   • 1 reply
   • 886 views
   • 
   • MoJo
   • July 29, 2013

8. Proposed PPA regulations

   By FAPInJax, August 30, 2007
   • 3 replies
   • 1.2k views
   • 
   • tymesup
   • August 30, 2007

9. Proposed Regs 1.436-1(h)(2)

   By flosfur, April 17, 2008
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • April 18, 2008

10. Proposed Regulations under 430

    By Gary, November 12, 2008
    • 0 replies
    • 938 views
    • 
    • Gary
    • November 12, 2008

11. Prospective clients that have funded a SEP IRA

    By SteveH, November 14, 2006
    • 12 replies
    • 2.7k views
    • 
    • AndyH
    • November 16, 2006

12. Protected Benefit

    By Gary, January 31, 2011
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 3, 2011

13. Protected Benefit Issue Regarding NRA Change from 59 to 62

    By emmetttrudy, June 22, 2011
    • 5 replies
    • 1.5k views
    • 
    • emmetttrudy
    • June 22, 2011

14. Protected benefit question

    By fiona1, November 22, 2016
    • 2 replies
    • 1k views
    • 
    • fiona1
    • November 22, 2016

15. Protected benefits

    By Guest mkqm07, April 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 2, 2003

16. Protected Benefits

    By Gary, December 10, 2008
    • 2 replies
    • 995 views
    • 
    • AndyH
    • December 11, 2008

17. Protected benefits

    By Gary, December 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 21, 2001

18. Protected Benefits & PIA Offset DB Plan

    By Guest Grumpy456, August 4, 2006
    • 1 reply
    • 3k views
    • 
    • david rigby
    • August 4, 2006

19. Protected Benefits Question

    By Guest newtobenefits, March 12, 2010
    • 2 replies
    • 978 views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2010

20. ProVal Rate Hike

    By Rball4, October 29, 2023
    • 2 replies
    • 870 views
    • 
    • AndyH
    • October 31, 2023

21. Providing a year of past service in an amendment

    By John Feldt ERPA CPC QPA, November 5, 2008
    • 7 replies
    • 1.7k views
    • 
    • J Simmons
    • November 6, 2008

22. Providing Top Heavy in the Cash Balance Plan

    By MLML, March 8, 2019
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • March 8, 2019

23. Provisional Retirement

    By J Simmons, April 15, 2008
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 16, 2008

24. Prudential Demutualization

    By card, September 21, 2001
    • 4 replies
    • 2.9k views
    • 
    • card
    • September 22, 2001

25. PS Assets Merged Into DB Plan

    By Guest MProctor, August 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • August 26, 2004

26. PTE for an In-Kind Contribution to a DB Plan

    By Guest CRC02, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2002

27. Public Employee with outside earned income

    By Dougsbpc, August 28, 2025
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • August 28, 2025

28. Puerto Rico - pension plan termination

    By DL1215, October 30, 2017
    • 1 reply
    • 998 views
    • 
    • Effen
    • October 30, 2017

29. Purchase of Life Insurance Policy

    By bzorc, April 7, 2009
    • 0 replies
    • 806 views
    • 
    • bzorc
    • April 7, 2009

30. Purchase of overfunded DB plan

    By Guest Jae, June 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

31. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 996 views
    • 
    • Guest
    • February 25, 2005

32. Purchasing an Annuity

    By Michael Burkow, July 23, 2025
    • 5 replies
    • 1k views
    • 
    • CuseFan
    • July 24, 2025

33. purchasing insurance policy FROM the plan

    By himt4, December 12, 2005
    • 7 replies
    • 1.9k views
    • 
    • GBurns
    • December 15, 2005

34. Purchasing Real Estate in Cash Balance/Combo Plans

    By SwimmingInBowelsOfERISA, August 2, 2015   

    • 401k
    • Cash Balance
    • (and 3 more)

      Tagged with:

      • 401k
      • Cash Balance
      • Real Estate
      • Combo Plans
      • valuation
    • 6 replies
    • 4.4k views
    • 
    • SwimmingInBowelsOfERISA
    • August 4, 2015

35. PVAB / Early Retirement

    By JARichardson, March 20, 2018
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • March 21, 2018

36. PVAB death benefit

    By Guest guppy, April 29, 2004
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • April 30, 2004

37. PVAB for Deceased Participant After Commencement of RMD

    By §#$%!, February 11, 2013
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • February 11, 2013

38. PVAB for owners will show large decrease next year?

    By SSRRS, July 6, 2023
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 10, 2023

39. PVAB used for RMD

    By Cynchbeast, October 23, 2014
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • October 23, 2014

40. QDRO

    By Gary, December 17, 2010
    • 7 replies
    • 2k views
    • 
    • mbozek
    • December 20, 2010

41. QDRO

    By Guest duped1, August 5, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • August 6, 2007

42. QDRO - Payment Prior to Earliest Retirement Age

    By Pension RC, August 8, 2013
    • 4 replies
    • 3.5k views
    • 
    • david rigby
    • August 8, 2013

43. QDRO - sex distinct mortality

    By Effen, August 9, 2004
    • 9 replies
    • 4.5k views
    • 
    • RTK
    • October 23, 2006

44. QDRO Administration Fees

    By Guest Cobalt, September 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 30, 2002
45. QDRO Approved?

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

46. QDRO basis for Stream of Payments

    By RSG15812, February 16, 2016
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • February 17, 2016

47. QDRO benefits

    By FAPInJax, August 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • August 18, 2003

48. QDRO Distribution to Ex-spouse: Partial Lump Sum - Cash & Rollover

    By AdKu, April 9, 2018   

    • qdro distribution to ex-spouse: partial lump sum - cash & rollover
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 9, 2018

49. QDRO logistics

    By Gary, August 11, 2009
    • 6 replies
    • 1.4k views
    • 
    • J Simmons
    • September 26, 2009

50. QDRO Smadro

    By Andy the Actuary, September 24, 2009
    • 9 replies
    • 1.4k views
    • 
    • J Simmons
    • September 25, 2009