Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Relative value disclosure under 5k of lump sum

   By Jakyasar, March 1, 2021
   • 2 replies
   • 486 views
   • 
   • Jakyasar
   • March 1, 2021

2. Relative value postponed for QPSA?

   By Guest beckys, July 1, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • July 2, 2004

3. Relative Value Regs Postponed?

   By Guest HarveyC, July 1, 2004
   • 23 replies
   • 2.6k views
   • 
   • Guest
   • July 2, 2004

4. Relative Value Regulations

   By Guest baxjac, September 30, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 30, 2004

5. Relative Values Interest Rate

   By Andy the Actuary, May 4, 2008
   • 18 replies
   • 5.1k views
   • 
   • VeryOldMan
   • May 15, 2020

6. reliance on quoted benefits

   By Gary, March 17, 2003
   • 1 reply
   • 1.1k views
   • 
   • mwyatt
   • March 18, 2003

7. Relius AFN

   By Andy the Actuary, April 21, 2009
   • 1 reply
   • 1.1k views
   • 
   • AndyH
   • April 30, 2009

8. Remedy for active employee who discovers error in accrued benefit.

   By Gary, May 3, 2001
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • May 3, 2001

9. Remedy for delay to put retirees in pay status

   By Trisports, August 4, 2017   

   • vcp
   • 1 reply
   • 711 views
   • 
   • david rigby
   • August 4, 2017

10. Remedy for late/missing AFN

    By John314, July 24, 2017   

    • afn
    • annual funding notice
    • (and 1 more)

      Tagged with:

      • afn
      • annual funding notice
      • penalty
    • 3 replies
    • 3.5k views
    • 
    • Peter Gulia
    • July 26, 2017

11. Remember When?

    By Andy the Actuary, May 25, 2012
    • 6 replies
    • 1.3k views
    • 
    • frizzyguy
    • June 4, 2012

12. Reminder notice of tax withholding

    By david rigby, January 22, 2024
    • 1 reply
    • 536 views
    • 
    • C. B. Zeller
    • January 22, 2024

13. Removal of DB contribution after SB filed for terminated plan

    By VeryOldMan, September 2, 2021
    • 5 replies
    • 1k views
    • 
    • VeryOldMan
    • September 4, 2021

14. Removal of DC contribution in excess of 6%

    By truphao, November 17, 2023
    • 6 replies
    • 882 views
    • 
    • Bird
    • November 17, 2023

15. Removal of Restrictions

    By Andy the Actuary, August 17, 2011
    • 8 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 28, 2011

16. Remove Lump Sum Distributions from DB Plan

    By 12AX7, April 9, 2009
    • 4 replies
    • 1.1k views
    • 
    • 12AX7
    • April 9, 2009

17. Remove QJSA from MP?

    By Guest adub4684, July 7, 2014   

    • money purchase
    • QJSA
    • (and 4 more)

      Tagged with:

      • money purchase
      • QJSA
      • J&S
      • 401k
      • annuity
      • remove
    • 11 replies
    • 3.4k views
    • 
    • jpod
    • July 8, 2014

18. Renewal of Enrollment

    By Guest merlin, January 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • Andy the Actuary
    • January 25, 2008

19. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3k views
    • 
    • Guest
    • July 11, 2008

20. Reopening Frozen Plan

    By Andy the Actuary, September 27, 2011
    • 2 replies
    • 955 views
    • 
    • Andy the Actuary
    • September 27, 2011

21. Reorganization Index for Multi-Employer Plans - Market value or Actuarial value?

    By Effen, October 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • Effen
    • October 9, 2003

22. Repaying Pension Benefit to get service reinstated

    By Guest fcdeacy, March 20, 2007
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • March 20, 2007

23. Repayment agreement

    By Guest jim williams, July 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • could be me maybe not
    • July 11, 2005

24. Replacement for 30-year Treasury Rate?

    By david rigby, March 27, 2002
    • 3 replies
    • 1.5k views
    • 
    • MGB
    • March 28, 2002

25. Replacement Plan

    By john garigliano, May 30
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 30

26. Replacement Plan

    By SSRRS, January 18, 2022
    • 10 replies
    • 865 views
    • 
    • SSRRS
    • January 20, 2022

27. replacement plan qualification

    By Audrey, July 10, 2024
    • 2 replies
    • 741 views
    • 
    • Audrey
    • July 12, 2024

28. Replacement Ratios for Execs

    By Guest smstls, May 14, 2005
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 15, 2005

29. Reportable Event - Misse Quarterly Contributions

    By Andy the Actuary, June 22, 2009
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • June 23, 2009

30. Reportable Event -- Second Year

    By Andy the Actuary, March 22, 2011
    • 2 replies
    • 928 views
    • 
    • Andy the Actuary
    • March 22, 2011

31. Reportable Event Notice

    By J2D2, March 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • J2D2
    • March 31, 2006

32. Reportable Event Notice to PBGC

    By Guest penman, October 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • October 20, 2005

33. Reportable Event?

    By Guest careful1, January 12, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 12, 2010

34. Reportable Events and Participant Notices

    By AndyH, October 17, 2008
    • 0 replies
    • 815 views
    • 
    • AndyH
    • October 17, 2008

35. Reporting & Disclosure

    By Guest pcjackson, March 27, 2008
    • 16 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • April 2, 2008

36. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3k views
    • 
    • My 2 cents
    • February 18, 2014

37. Reporting Cash Balance Benefit on SSA

    By CLE401kGuy, June 26, 2012
    • 2 replies
    • 976 views
    • 
    • SoCalActuary
    • June 26, 2012

38. Reporting for Lost Participant Money Sent to PBGC

    By justanotheradmin, January 17, 2020   

    • pbgc
    • distribution
    • (and 1 more)

      Tagged with:

      • pbgc
      • distribution
      • 1099r
    • 3 replies
    • 786 views
    • 
    • justanotheradmin
    • January 17, 2020

39. Reporting General Test Results

    By Guest mingblue, August 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 20, 2008

40. Reporting obligation on erroneous payment?

    By Guest PMPN, September 18, 2012
    • 0 replies
    • 724 views
    • 
    • Guest
    • September 18, 2012

41. Reporting to PBGC

    By Andy the Actuary, September 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • September 27, 2010

42. Reporting under trust tax id vs. corporate tax id

    By Guest sparkl80, June 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 20, 2005

43. Repymt of lump sum distribution and then rehired

    By Guest Donald H. Miller, May 15, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 15, 2000

44. Req'd Minimum Distributions for DB plans

    By Guest jskiese, January 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Theresa Lynn
    • January 23, 2004

45. Request for Assistance

    By Guest jtdplan, December 17, 2002
    • 7 replies
    • 1.3k views
    • 
    • mbozek
    • December 18, 2002

46. Request to IRS for requesting change in asset method

    By LarryDavid, September 8, 2011
    • 1 reply
    • 977 views
    • 
    • Effen
    • September 9, 2011

47. Require Rollover of Lump Sum?

    By Guest ebailey, January 27, 2010
    • 8 replies
    • 1.2k views
    • 
    • Effen
    • January 27, 2010

48. Required Aggregation Group

    By emmetttrudy, June 18, 2010
    • 1 reply
    • 935 views
    • 
    • Mike Preston
    • June 20, 2010

49. Required Beginning Date

    By Michael Burkow, December 14, 2023
    • 5 replies
    • 1.1k views
    • 
    • Michael Burkow
    • December 18, 2023

50. Required Beginning Date for Cash Balance Plan

    By emmetttrudy, May 2, 2017
    • 4 replies
    • 1.4k views
    • 
    • Calavera
    • May 3, 2017