Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. QDRO submission after Participant Retirement

   By RSG15812, February 10, 2016
   • 12 replies
   • 3.8k views
   • 
   • david rigby
   • February 11, 2016

2. QDRO using % of assets?

   By figure 8, July 19, 2021
   • 12 replies
   • 1.9k views
   • 
   • Effen
   • July 21, 2021

3. QDRO-Present Value

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

4. QDROs & Reasonable Administrative Fees

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

5. QDROs and IRC 415

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

6. QJSA - 10 Year Certain and Life

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

7. QJSA - Disability Auxiliary Benefit

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

8. QJSA - Most Valuable

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

9. QJSA & Divorce

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

10. QJSA AS LEAST AS VALUABLE

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

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

    By Übernerd, May 11, 2012
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • May 11, 2012

12. QJSA Rules and New BCD

    By Guest Hawkeye, June 6, 2011
    • 1 reply
    • 3k views
    • 
    • Andy the Actuary
    • June 7, 2011

13. QJSA-Can't Locate Spouse

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

14. QJSA: Most Valuable Form of Benefit

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

15. QNEC and Employer contributions

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

16. QOSA

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

17. QOSA and QJSA and other JSAs

    By ChrisB., August 29, 2023
    • 5 replies
    • 1.8k views
    • 
    • Sellarsian
    • September 1, 2023

18. QOSA Contracts for Terminated Plans

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

19. QOSA on a QPSA?

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

20. QOSA Requirement

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

21. QPSA - participants' notice

    By AdKu, June 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 24, 2019

22. QPSA - Single Sum Payment

    By RTK, July 3, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 3, 2003

23. QPSA and Pre-35 Separations

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

24. QPSA and QOSA

    By PensionPro, March 7, 2025
    • 4 replies
    • 1.2k views
    • 
    • fmsinc
    • March 8, 2025

25. QPSA charge

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

26. QPSA Election

    By Guest RPA123, April 19, 2007
    • 3 replies
    • 2.6k views
    • 
    • Everett Moreland
    • April 20, 2007

27. QPSA question

    By roy819, October 17, 2018
    • 2 replies
    • 2.3k views
    • 
    • roy819
    • October 17, 2018

28. QPSA waiver question

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

29. QPSA- Form other than 50%

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

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

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

31. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • December 13, 2018

32. QSERP Question

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

33. QSLOB

    By Walter, January 21, 2019
    • 13 replies
    • 2.6k views
    • 
    • Walter
    • February 6, 2019

34. QSLOB late filing

    By Guest waltz52, October 6, 2005
    • 10 replies
    • 3.8k views
    • 
    • could be me maybe not
    • November 3, 2005

35. QSLOB Separate Management Requirement

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

36. QSLOB's

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

37. 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

38. Qualified Disability Benefit Protected?

    By Snapper, August 4, 2021
    • 4 replies
    • 1.6k views
    • 
    • Effen
    • July 9, 2025

39. Qualified Employer Security

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

40. Qualified Optional Survivor Annuity

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

41. qualified plan distributed annuity

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

42. Qualified Plan Distributions

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

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

    By Gary, July 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 28, 2005

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

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

45. Qualified Replacement Plan - DC Allocation Limits

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

46. Qualified Replacement Plan for 1 Participant?

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

47. Qualified replacement plan to reduce Profit Sharing contribution

    By Connietwk, February 28, 2025
    • 3 replies
    • 4.8k views
    • 
    • Larry Starr
    • March 4, 2025

48. Qualifying Employer Real Property Questions

    By ERISA-Bubs, July 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • CuseFan
    • July 7, 2017

49. Quarterlies (Any Problem?)

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

50. Quarterly Contribution Notice Requirement

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