Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Real Estate as plan asset

   By Gary, November 11, 2009
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • November 13, 2009

2. Real Estate assets in DB: Prohibited Transaction

   By Guest RW, March 23, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • March 23, 2000

3. Real estate in owner only plan

   By SSRRS, November 5, 2024
   • 10 replies
   • 1.3k views
   • 
   • Bill Presson
   • November 6, 2024

4. Real Estate investment

   By flosfur, December 22, 2005
   • 8 replies
   • 2.9k views
   • 
   • SoCalActuary
   • December 27, 2005

5. Real Estate investment

   By Gary, October 15, 2010
   • 3 replies
   • 1.6k views
   • 
   • David MacLennan
   • November 1, 2010

6. Reallocating Excess Assets upon plan term

   By Guest DCquestioner, October 8, 2008
   • 2 replies
   • 976 views
   • 
   • D Syrett
   • October 8, 2008

7. Reallocation of Forfeitures after merging of DC plan into DB plan

   By YankeeFan, January 20, 2006
   • 2 replies
   • 1.9k views
   • 
   • rcline46
   • January 20, 2006

8. Reasonable Actuarial Assumptions

   By Guest Edward McElroy, December 9, 1998
   • 2 replies
   • 2.5k views
   • 
   • Lorraine Dorsa
   • December 10, 1998

9. Reasonable classification test

   By Draper55, February 9, 2023
   • 3 replies
   • 686 views
   • 
   • Draper55
   • February 14, 2023

10. Reasonable Funding Method

    By flosfur, June 8, 2005
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2005

11. Reasonable funding method

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

12. 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

13. Reasonable Funding Methods

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

14. Reasonable NRA in Pension Plan

    By Guest PSH, July 23, 2007
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • October 19, 2007

15. Reasonable?

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

16. Reasonableness of Mortality Assumptions

    By Guest mbklein, April 6, 1999
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • April 7, 1999

17. Recapture of AFTAP-restricted lump sum ?

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

18. Received email from the pbgc

    By SSRRS, November 13, 2025
    • 6 replies
    • 856 views
    • 
    • david rigby
    • November 14, 2025

19. Recent DOL audit on required disclosures defined benefit plan

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

20. Recertify AFTAP?

    By JulietAct, November 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • November 19, 2009

21. Recharacterizing 2006 Quarterly as 2005 Contribution

    By Guest mingblue, September 5, 2006
    • 17 replies
    • 2.5k views
    • 
    • Effen
    • September 7, 2006

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

    By Guest PensionNW, March 5, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2003

23. Reconciliation Account

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

24. record keeping and online access

    By Tom, December 18, 2025
    • 1 reply
    • 212 views
    • 
    • Effen
    • December 18, 2025

25. 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
    • 1.1k views
    • 
    • tja
    • August 26, 2019

26. Reduce Benefit for Prior Lump Sum

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

27. Reduce monthly gross DB annuity amount?

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

28. REDUCED EXCISE TAX ON REVERSIONS

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

29. Reduced PBGC Premiums not Included in EGTRRA

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

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

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

31. Reducing Benefit

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

32. Reducing Compensation Limit

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

33. Reducing FSCOB to avoid next year quarterly

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

34. Reducing owner's benefit

    By dmb, March 12, 2003
    • 2 replies
    • 1k views
    • 
    • dmb
    • March 12, 2003

35. Reducing Owners Contribution to Cash Balance Plan

    By metsfan026, September 5, 2025
    • 8 replies
    • 5.1k views
    • 
    • Calavera
    • September 8, 2025

36. Reduction in Accrued Benefit

    By jpod, August 19, 2010
    • 21 replies
    • 6.7k views
    • 
    • ERISAAPPLE
    • December 2, 2017

37. Reduction in benefits under PBGC

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

38. Reduction in flat benefit formula

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

39. Reduction of accrued benefit

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

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

    By Guest kjk, December 14, 2001
    • 1 reply
    • 2k views
    • 
    • david rigby
    • December 14, 2001

41. Reduction of accrued benefits?

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

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

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

43. reduction of benefits

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

44. Reduction of Early Retirement Benefit

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

45. Reduction of Lump Sum benefits

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

46. Reduction to 404 deduction limit for HCE amendments

    By AndrewM, February 7, 2025
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • February 7, 2025

47. Reentry into Frozen Plan

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

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

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

49. Refund of employee contributions in DB plan

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

50. Refusal to Cooperate with RMD

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