Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Reporting obligation on erroneous payment?

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

2. Reporting to PBGC

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

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

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

4. Repymt of lump sum distribution and then rehired

   By Guest Donald H. Miller, May 15, 2000
   • 0 replies
   • 1.7k views
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   • Guest
   • May 15, 2000

5. Req'd Minimum Distributions for DB plans

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

6. Request for Assistance

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

7. Request to IRS for requesting change in asset method

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

8. Require Rollover of Lump Sum?

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

9. Required Aggregation Group

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

10. Required Beginning Date

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

11. Required Beginning Date for Cash Balance Plan

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

12. Required CB Burn

    By JAY21, June 11, 2009
    • 2 replies
    • 1.2k views
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    • SoCalActuary
    • June 11, 2009

13. Required contribution exceeds sch c income - deduction issues for db plans

    By Jakyasar, September 9, 2021
    • 1 reply
    • 536 views
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    • AndyH
    • September 22, 2021

14. Required contribution that is not deductible

    By Earl, August 31, 2009
    • 2 replies
    • 818 views
    • 
    • david rigby
    • August 31, 2009

15. Required Credit Balance "Burn"

    By JAY21, February 19, 2009
    • 6 replies
    • 2.5k views
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    • JAY21
    • February 20, 2009

16. Required Interest Credit for Mandatory Contributions

    By Guest smstls, May 3, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 2005

17. required min distributions

    By Gary, December 13, 2011
    • 5 replies
    • 1.6k views
    • 
    • Effen
    • December 15, 2011

18. Required Minimum Distribution

    By retbenser, November 16, 2011
    • 1 reply
    • 938 views
    • 
    • Andy the Actuary
    • November 16, 2011

19. Required Minimum Distribution

    By flosfur, December 4, 2006
    • 14 replies
    • 3.5k views
    • 
    • Gary
    • December 13, 2006

20. Required Minimum Distribution

    By dmb, December 29, 2011
    • 5 replies
    • 1.6k views
    • 
    • dmb
    • December 30, 2011

21. Required Minimum Distribution

    By Guest fambrak, October 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • October 17, 2006

22. Required Minimum Distribution

    By JBones, September 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • JBones
    • September 23, 2008

23. Required Minimum Distribution

    By Guest Marino13, February 5, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2003

24. Required Minimum Distribution - Final Regs for DB plans

    By flosfur, July 27, 2004
    • 26 replies
    • 5.2k views
    • 
    • Guest
    • August 6, 2004

25. Required Minimum Distribution (0% Vested)

    By emmetttrudy, December 28, 2011
    • 5 replies
    • 4k views
    • 
    • Tom Poje
    • December 28, 2011

26. Required Minimum Distribution (RMD) - new plan

    By Dinosaur, November 4, 2015
    • 11 replies
    • 2k views
    • 
    • AndyH
    • December 10, 2015

27. Required Minimum Distribution at Plan Termination

    By mrsjlskss, April 5, 2016   

    • Termination
    • Required Minimum Distribution
    • 0 replies
    • 1.3k views
    • 
    • mrsjlskss
    • April 5, 2016

28. Required minimum distribution calculation

    By Guest Turtle_01, March 10, 2005
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • March 10, 2005

29. Required Minimum Distribution in a DB plan

    By Dennis Povloski, March 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • March 14, 2006

30. Required Minimum distribution to nonspouse beneficiary

    By LIBERTYKID, August 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 6, 2008

31. Required Minimum Distributions

    By Lori Foresz, April 16, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 28, 2009

32. Required Minimum Distributions

    By Andy the Actuary, January 7, 2011
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 7, 2011

33. Required Minimum Distributions

    By emmetttrudy, November 11, 2008
    • 3 replies
    • 1.3k views
    • 
    • ScottR
    • November 16, 2008

34. Required Minimum Distributions

    By Gary, February 10, 2007
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • February 13, 2007

35. Required minimum distributions

    By Egold, September 23, 2024
    • 2 replies
    • 723 views
    • 
    • C. B. Zeller
    • September 23, 2024

36. Required minimum distributions - active over 70 1/2

    By Guest cde, December 7, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2004

37. Required Minimum Distributions from DB Plan

    By Gary, May 26, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 8, 2004

38. Required Minimum Distributions. Lump Sum

    By Gary, April 7, 2006
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • April 7, 2006

39. Required notice to Participant regarding NRA and age 70 1/2

    By MMMBENE2000, July 15, 2014
    • 2 replies
    • 933 views
    • 
    • MMMBENE2000
    • July 15, 2014

40. Required payments for terminated participant past NRA who dies before

    By Guest Ted H Munice, October 26, 2000
    • 4 replies
    • 1.6k views
    • 
    • Alonzo
    • October 26, 2000

41. Required Quarterly Contributions

    By alexa, January 4, 2012
    • 6 replies
    • 4.6k views
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    • tymesup
    • August 24, 2012

42. required quarterly contributions

    By abanky, September 24, 2008
    • 5 replies
    • 1.5k views
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    • FAPInJax
    • September 24, 2008

43. Required Quarterly Contributions with Full Funding Credit

    By Guest Turtle_01, September 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2004

44. Required Restatement for Terminated Plan?

    By justanotheradmin, April 12, 2019
    • 15 replies
    • 4.4k views
    • 
    • Lou S.
    • April 16, 2019

45. Required THM for Plan when CB Plan is Frozen

    By JustMe, April 6, 2020
    • 3 replies
    • 841 views
    • 
    • AndyH
    • April 8, 2020

46. Required year end deliveries

    By Audrey, July 2, 2025
    • 4 replies
    • 1.2k views
    • 
    • Audrey
    • July 2, 2025

47. Rescinding J&S election a year after payments commence

    By EPCRSGuru, March 8, 2022
    • 11 replies
    • 1.2k views
    • 
    • EPCRSGuru
    • March 11, 2022

48. Rescinding plan termination

    By Draper55, December 20, 2020
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 21, 2020

49. Rescinding Plan Year Change

    By Guest Patrick Foley, November 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 26, 2008

50. Residual intrest credited to plan account after final 5500 filed

    By Dennis Povloski, May 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • mwyatt
    • May 13, 2005