Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. QJSA Most-Valuable Rule vs. Grandfathered Lump Sum

   By Übernerd, May 11, 2012
   • 0 replies
   • 1.9k views
   • 
   • Übernerd
   • May 11, 2012

2. QJSA Rules and New BCD

   By Guest Hawkeye, June 6, 2011
   • 1 reply
   • 2.9k views
   • 
   • Andy the Actuary
   • June 7, 2011

3. QJSA-Can't Locate Spouse

   By JAY21, June 17, 2004
   • 2 replies
   • 1.7k views
   • 
   • JAY21
   • June 18, 2004

4. QJSA: Most Valuable Form of Benefit

   By BTG, January 20, 2016
   • 0 replies
   • 1.8k views
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   • BTG
   • January 20, 2016

5. QNEC and Employer contributions

   By Gary, July 17, 2008
   • 8 replies
   • 4.3k views
   • 
   • Bird
   • July 24, 2008

6. QOSA

   By Guest meeh3704, February 17, 2009
   • 0 replies
   • 1.5k views
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   • Guest
   • February 17, 2009

7. QOSA and QJSA and other JSAs

   By ChrisB., August 29, 2023
   • 5 replies
   • 1.7k views
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   • Sellarsian
   • September 1, 2023

8. QOSA Contracts for Terminated Plans

   By Guest MAO, January 26, 2009
   • 3 replies
   • 1.1k views
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   • david rigby
   • January 27, 2009

9. QOSA on a QPSA?

   By EBECatty, February 5, 2016
   • 3 replies
   • 1.7k views
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   • Effen
   • February 8, 2016

10. QOSA Requirement

    By Young Curmudgeon, April 15, 2008
    • 8 replies
    • 2.6k views
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    • Guest
    • November 12, 2008

11. QPSA - participants' notice

    By AdKu, June 24, 2019
    • 1 reply
    • 1.2k views
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    • Bird
    • June 24, 2019

12. QPSA - Single Sum Payment

    By RTK, July 3, 2003
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 3, 2003

13. QPSA and Pre-35 Separations

    By Guest Edward McElroy, April 29, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • April 29, 1999

14. QPSA and QOSA

    By PensionPro, March 7
    • 4 replies
    • 1.1k views
    • 
    • fmsinc
    • March 8

15. QPSA charge

    By alexa, January 12, 2005
    • 0 replies
    • 2.3k views
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    • alexa
    • January 12, 2005

16. QPSA Election

    By Guest RPA123, April 19, 2007
    • 3 replies
    • 2.5k views
    • 
    • Everett Moreland
    • April 20, 2007

17. QPSA question

    By roy819, October 17, 2018
    • 2 replies
    • 2.2k views
    • 
    • roy819
    • October 17, 2018

18. QPSA waiver question

    By Kevin C, July 31, 2008
    • 2 replies
    • 3.4k views
    • 
    • Kevin C
    • August 1, 2008

19. QPSA- Form other than 50%

    By Guest jfreeborn, July 20, 2010
    • 9 replies
    • 3.9k views
    • 
    • AndyH
    • July 21, 2010

20. QPSA- Plan admin believes a divorce mayhave occurred. How do we confirm this?

    By mal, February 25, 2004
    • 1 reply
    • 933 views
    • 
    • Lame Duck
    • February 25, 2004

21. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 974 views
    • 
    • C. B. Zeller
    • December 13, 2018

22. QSERP Question

    By Guest CKING1, May 27, 2005
    • 4 replies
    • 4k views
    • 
    • AndyH
    • September 18, 2006

23. QSLOB

    By Walter, January 21, 2019
    • 13 replies
    • 2.5k views
    • 
    • Walter
    • February 6, 2019

24. QSLOB late filing

    By Guest waltz52, October 6, 2005
    • 10 replies
    • 3.7k views
    • 
    • could be me maybe not
    • November 3, 2005

25. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • January 13, 2011

26. QSLOB's

    By Belgarath, May 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 19, 2006

27. Qualified Defined Benefit Plan, not 412(i), but no Trust

    By John Feldt ERPA CPC QPA, June 27, 2008
    • 18 replies
    • 2.6k views
    • 
    • david rigby
    • July 9, 2008

28. Qualified Disability Benefit Protected?

    By Snapper, August 4, 2021
    • 4 replies
    • 1.5k views
    • 
    • Effen
    • July 9

29. Qualified Employer Security

    By Gary, February 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • February 8, 2007

30. Qualified Optional Survivor Annuity

    By Dougsbpc, October 18, 2010
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • October 19, 2010

31. qualified plan distributed annuity

    By Scuba 401, July 17, 2013
    • 5 replies
    • 1.5k views
    • 
    • QLAC Annuity
    • July 24, 2013

32. Qualified Plan Distributions

    By Gary, August 20, 2008
    • 14 replies
    • 3k views
    • 
    • mwyatt
    • August 22, 2008

33. Qualified pre-retirement survivor annuity and death benefit provisions

    By Gary, July 28, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 28, 2005

34. Qualified Replacement Plan - "Active Participants" under 4980

    By BentoBox, July 10, 2024
    • 3 replies
    • 888 views
    • 
    • BentoBox
    • July 11, 2024

35. Qualified Replacement Plan - DC Allocation Limits

    By Effen, September 4, 2014
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 5, 2014

36. Qualified Replacement Plan for 1 Participant?

    By Dougsbpc, September 23, 2014
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • September 24, 2014

37. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk, February 28
    • 3 replies
    • 4.7k views
    • 
    • Larry Starr
    • March 4

38. Qualifying Employer Real Property Questions

    By ERISA-Bubs, July 6, 2017
    • 4 replies
    • 2.2k views
    • 
    • CuseFan
    • July 7, 2017

39. Quarterlies (Any Problem?)

    By Andy the Actuary, April 20, 2010
    • 5 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 20, 2010

40. Quarterly Contribution Notice Requirement

    By emmetttrudy, August 15, 2011
    • 2 replies
    • 1k views
    • 
    • SoCalActuary
    • August 30, 2011

41. Quarterly contribution with an accumulated funding deficiency

    By Guest cde, August 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 6, 2004

42. Quarterly Contributions

    By JBones, February 5, 2010
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • February 5, 2010

43. Quarterly contributions

    By FAPInJax, April 25, 2008
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 25, 2008

44. Quarterly Contributions

    By Guest D450, June 27, 2008
    • 2 replies
    • 988 views
    • 
    • Guest
    • June 27, 2008

45. Quarterly contributions

    By FAPInJax, January 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • ScottR
    • February 5, 2009

46. Quarterly Contributions

    By Andy the Actuary, April 7, 2008
    • 1 reply
    • 998 views
    • 
    • mwyatt
    • April 10, 2008

47. Quarterly contributions - Year 2 - ASPA Q/A?

    By Effen, August 1, 2005
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • August 2, 2005

48. Quarterly Contributions After Short Plan Year

    By Andy the Actuary, October 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 10, 2011

49. Quarterly contributions and JCWAA

    By david rigby, May 8, 2003
    • 8 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 13, 2003

50. Quarterly contributions for Short plan year

    By Guest shronesz, May 2, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003