Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Refuse RMD - Now What

   By BenefitsRUs21, April 4, 2019
   • 12 replies
   • 2k views
   • 
   • Mike Preston
   • April 6, 2019

2. 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

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

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

4. 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
   • 767 views
   • 
   • C. B. Zeller
   • October 9, 2019

5. Rehired EE

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

6. Rehired Retirees/Death Benefits

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

7. Rehires - Purchasing Service Credit

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

8. Reinstatement of Accruals

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

9. REITs

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

10. Relative Value

    By zimbo, June 16, 2006
    • 8 replies
    • 5.1k views
    • 
    • ak2ary
    • February 8, 2007

11. Relative Value

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

12. Relative value disclosure under 5k of lump sum

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

13. Relative value postponed for QPSA?

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

14. Relative Value Regs Postponed?

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

15. Relative Value Regulations

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

16. Relative Values Interest Rate

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

17. reliance on quoted benefits

    By Gary, March 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • mwyatt
    • March 18, 2003

18. Relius AFN

    By Andy the Actuary, April 21, 2009
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 30, 2009

19. 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

20. Remedy for delay to put retirees in pay status

    By Trisports, August 4, 2017   

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

21. 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

22. Remember When?

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

23. Reminder notice of tax withholding

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

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

    By VeryOldMan, September 2, 2021
    • 5 replies
    • 1.1k views
    • 
    • VeryOldMan
    • September 4, 2021

25. Removal of DC contribution in excess of 6%

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

26. Removal of Restrictions

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

27. Remove Lump Sum Distributions from DB Plan

    By 12AX7, April 9, 2009
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • April 9, 2009

28. 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
    • 3.5k views
    • 
    • jpod
    • July 8, 2014

29. Renewal of Enrollment

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

30. Reopening Defined Benefit Plan

    By Andy the Actuary, June 16, 2008
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • July 11, 2008

31. Reopening Frozen Plan

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

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

    By Effen, October 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Effen
    • October 9, 2003

33. Repaying Pension Benefit to get service reinstated

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

34. Repayment agreement

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

35. Replacement for 30-year Treasury Rate?

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

36. Replacement Plan

    By john garigliano, May 30, 2025
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 30, 2025

37. Replacement Plan

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

38. replacement plan qualification

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

39. Replacement Ratios for Execs

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

40. Reportable Event - Misse Quarterly Contributions

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

41. Reportable Event -- Second Year

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

42. Reportable Event Notice

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

43. Reportable Event Notice to PBGC

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

44. Reportable Event?

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

45. Reportable Events and Participant Notices

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

46. Reporting & Disclosure

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

47. Reporting an Actuary to the ABCD

    By Rball4, February 12, 2014
    • 10 replies
    • 3.1k views
    • 
    • My 2 cents
    • February 18, 2014

48. Reporting Cash Balance Benefit on SSA

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

49. 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
    • 846 views
    • 
    • justanotheradmin
    • January 17, 2020

50. Reporting General Test Results

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