Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Reasonable funding method

   By flosfur, January 24, 2007
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • January 25, 2007

2. Reasonable funding method? What to do?

   By Blinky the 3-eyed Fish, April 10, 2003
   • 14 replies
   • 2.2k views
   • 
   • Blinky the 3-eyed Fish
   • April 15, 2003

3. Reasonable Funding Methods

   By Guest Ken Houck, February 22, 2000
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 25, 2000

4. Reasonable NRA in Pension Plan

   By Guest PSH, July 23, 2007
   • 3 replies
   • 1.4k views
   • 
   • mwyatt
   • October 19, 2007

5. Reasonable?

   By Guest Partly Cloudy, December 16, 2003
   • 7 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • December 17, 2003

6. Reasonableness of Mortality Assumptions

   By Guest mbklein, April 6, 1999
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • April 7, 1999

7. Recapture of AFTAP-restricted lump sum ?

   By Guest DBPension, April 3, 2009
   • 2 replies
   • 1k views
   • 
   • Andy the Actuary
   • April 4, 2009

8. Received email from the pbgc

   By SSRRS, Thursday at 06:39 PM
   • 6 replies
   • 406 views
   • 
   • david rigby
   • Friday at 11:21 AM

9. Recent DOL audit on required disclosures defined benefit plan

   By Adam, August 31, 2017
   • 3 replies
   • 1k views
   • 
   • ESOP Guy
   • September 7, 2017

10. Recertify AFTAP?

    By JulietAct, November 19, 2009
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • November 19, 2009

11. Recharacterizing 2006 Quarterly as 2005 Contribution

    By Guest mingblue, September 5, 2006
    • 17 replies
    • 2.4k views
    • 
    • Effen
    • September 7, 2006

12. Recognition of Future Benefit Increases - Plan Not Described in 413(a)

    By Guest PensionNW, March 5, 2003
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 8, 2003

13. Reconciliation Account

    By Guest Texas_Acty, May 10, 2006
    • 6 replies
    • 2k views
    • 
    • david rigby
    • May 11, 2006

14. Recoupment of overpaid withholdings

    By tja, August 22, 2019   

    • overpayment
    • recoupment
    • (and 5 more)

      Tagged with:

      • overpayment
      • recoupment
      • withholdings
      • withholding
      • form 941x
      • form 843
      • form 945x
    • 2 replies
    • 1k views
    • 
    • tja
    • August 26, 2019

15. Reduce Benefit for Prior Lump Sum

    By jwb0323, October 19, 2015
    • 12 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 2, 2015

16. Reduce monthly gross DB annuity amount?

    By Guest Nautical, July 6, 2005
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • July 7, 2005

17. REDUCED EXCISE TAX ON REVERSIONS

    By Guest steve dolce, February 22, 2000
    • 2 replies
    • 1.8k views
    • 
    • mwyatt
    • March 20, 2000

18. Reduced PBGC Premiums not Included in EGTRRA

    By Guest pension222, July 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 26, 2001

19. reducing a 100% QPSA to a 50% QPSA

    By Everett Moreland, May 19, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 19, 2003

20. Reducing Benefit

    By Dougsbpc, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 30, 2006

21. Reducing Compensation Limit

    By Guest dactyl, April 9, 2003
    • 1 reply
    • 976 views
    • 
    • AndyH
    • April 9, 2003

22. Reducing FSCOB to avoid next year quarterly

    By Guest RBlaine, December 29, 2008
    • 13 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 2, 2009

23. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 979 views
    • 
    • dmb
    • March 12, 2003

24. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026, September 5
    • 8 replies
    • 4.9k views
    • 
    • Calavera
    • September 8

25. Reduction in Accrued Benefit

    By jpod, August 19, 2010
    • 21 replies
    • 6.5k views
    • 
    • ERISAAPPLE
    • December 2, 2017

26. Reduction in benefits under PBGC

    By mbozek, October 5, 2004
    • 6 replies
    • 1.4k views
    • 
    • mwyatt
    • October 7, 2004

27. Reduction in flat benefit formula

    By Guest AlCal, July 20, 2000
    • 4 replies
    • 1.7k views
    • 
    • Gary
    • July 24, 2000

28. Reduction of accrued benefit

    By Gary, April 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Gary
    • April 2, 2005

29. Reduction of Accrued Benefit (but not by amendment)

    By Guest kjk, December 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 14, 2001

30. Reduction of accrued benefits?

    By Guest Ron Sevcik, July 27, 2005
    • 15 replies
    • 2.7k views
    • 
    • Guest
    • July 28, 2005

31. Reduction of benefit payable at age 65 (NRA)?

    By Gary, May 21, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 25, 2001

32. reduction of benefits

    By abanky, May 7, 2009
    • 1 reply
    • 910 views
    • 
    • Effen
    • May 7, 2009

33. Reduction of Early Retirement Benefit

    By Guest JOSTAR1, August 25, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 27, 2001

34. Reduction of Lump Sum benefits

    By Guest jhengle, August 28, 1998
    • 1 reply
    • 3.2k views
    • 
    • Wessex
    • September 1, 1998

35. Reduction to 404 deduction limit for HCE amendments

    By AndrewM, February 7
    • 1 reply
    • 938 views
    • 
    • C. B. Zeller
    • February 7

36. Reentry into Frozen Plan

    By Guest jy12443, June 12, 2006
    • 1 reply
    • 2k views
    • 
    • david rigby
    • June 13, 2006

37. Reflecting mid-year and end-of-year retroactive amendments

    By richard, January 12, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 15, 2000

38. Refund of employee contributions in DB plan

    By Guest Mike Spickard, May 9, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 15, 2000

39. Refusal to Cooperate with RMD

    By mal, September 25, 2012
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • September 26, 2012

40. Refuse RMD - Now What

    By BenefitsRUs21, April 4, 2019
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 6, 2019

41. Regarding the conversion of Rockwell retirement plan into the Boeing P

    By Guest mikeythefool, April 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • IRC401
    • April 9, 2000

42. Regs 1.417(e)-(1)(d) - please check it out

    By Gary, March 12, 2001
    • 13 replies
    • 3.5k views
    • 
    • MGB
    • March 16, 2001

43. Rehire into new DB plan late in year

    By Dalai Pookah, October 9, 2019   

    • 410(b)
    • rehire
    • (and 1 more)

      Tagged with:

      • 410(b)
      • rehire
      • benefiting
    • 2 replies
    • 735 views
    • 
    • C. B. Zeller
    • October 9, 2019

44. Rehired EE

    By david rigby, February 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 7, 2003

45. Rehired Retirees/Death Benefits

    By Guest ircreader, September 16, 2005
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • September 26, 2005

46. Rehires - Purchasing Service Credit

    By DTH, December 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • December 10, 2003

47. Reinstatement of Accruals

    By ScottR, November 12, 2009
    • 10 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 13, 2009

48. REITs

    By figure 8, November 19, 2014
    • 18 replies
    • 2.8k views
    • 
    • AndyH
    • December 5, 2014

49. Relative Value

    By zimbo, June 16, 2006
    • 8 replies
    • 5k views
    • 
    • ak2ary
    • February 8, 2007

50. Relative Value

    By John Feldt ERPA CPC QPA, June 22, 2011
    • 9 replies
    • 3.4k views
    • 
    • Mr. T
    • June 23, 2011