Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Prospective clients that have funded a SEP IRA

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

2. Protected Benefit

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

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

   By emmetttrudy, June 22, 2011
   • 5 replies
   • 1.4k views
   • 
   • emmetttrudy
   • June 22, 2011

4. Protected benefit question

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

5. Protected benefits

   By Guest mkqm07, April 2, 2003
   • 2 replies
   • 1.5k views
   • 
   • Mike Preston
   • April 2, 2003

6. Protected Benefits

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

7. Protected benefits

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

8. Protected Benefits & PIA Offset DB Plan

   By Guest Grumpy456, August 4, 2006
   • 1 reply
   • 2.9k views
   • 
   • david rigby
   • August 4, 2006

9. Protected Benefits Question

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

10. ProVal Rate Hike

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

11. 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

12. Providing Top Heavy in the Cash Balance Plan

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

13. Provisional Retirement

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

14. Prudential Demutualization

    By card, September 21, 2001
    • 4 replies
    • 2.8k views
    • 
    • card
    • September 22, 2001

15. PS Assets Merged Into DB Plan

    By Guest MProctor, August 26, 2004
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • August 26, 2004

16. 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

17. Public Employee with outside earned income

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

18. Puerto Rico - pension plan termination

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

19. Purchase of Life Insurance Policy

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

20. Purchase of overfunded DB plan

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

21. Purchasing Additional Benefit Service

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

22. Purchasing an Annuity

    By Michael Burkow, July 23
    • 5 replies
    • 904 views
    • 
    • CuseFan
    • July 24

23. purchasing insurance policy FROM the plan

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

24. 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
    • 4.3k views
    • 
    • SwimmingInBowelsOfERISA
    • August 4, 2015

25. PVAB / Early Retirement

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

26. PVAB death benefit

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

27. PVAB for Deceased Participant After Commencement of RMD

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

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

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

29. PVAB used for RMD

    By Cynchbeast, October 23, 2014
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • October 23, 2014

30. QDRO

    By Gary, December 17, 2010
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • December 20, 2010

31. QDRO

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

32. QDRO - Payment Prior to Earliest Retirement Age

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

33. QDRO - sex distinct mortality

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

34. QDRO Administration Fees

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

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

36. QDRO basis for Stream of Payments

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

37. QDRO benefits

    By FAPInJax, August 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • mwyatt
    • August 18, 2003

38. 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
    • 1.1k views
    • 
    • Larry Starr
    • April 9, 2018

39. QDRO logistics

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

40. QDRO Smadro

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

41. QDRO submission after Participant Retirement

    By RSG15812, February 10, 2016
    • 12 replies
    • 3.7k views
    • 
    • david rigby
    • February 11, 2016

42. QDRO using % of assets?

    By figure 8, July 19, 2021
    • 12 replies
    • 1.8k views
    • 
    • Effen
    • July 21, 2021

43. QDRO-Present Value

    By JAY21, January 19, 2005
    • 11 replies
    • 3.4k views
    • 
    • AndyH
    • January 21, 2005

44. QDROs & Reasonable Administrative Fees

    By Guest ggbrock, January 15, 2009
    • 12 replies
    • 5k views
    • 
    • Guest
    • January 16, 2009

45. QDROs and IRC 415

    By richard, February 20, 1999
    • 3 replies
    • 3k views
    • 
    • Guest
    • February 24, 1999

46. QJSA - 10 Year Certain and Life

    By DTH, April 30, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • May 2, 2004

47. QJSA - Disability Auxiliary Benefit

    By RTK, October 6, 2004
    • 1 reply
    • 3k views
    • 
    • JPE
    • February 19, 2019

48. QJSA - Most Valuable

    By ERISA25, August 27, 2015
    • 3 replies
    • 2.2k views
    • 
    • Hojo
    • August 31, 2015

49. QJSA & Divorce

    By Guest richt, January 7, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • January 9, 2002

50. QJSA AS LEAST AS VALUABLE

    By Guest JBeck, March 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 16, 2005