Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Resolving data error for audit

   By TPApril, June 15, 2018
   • 3 replies
   • 540 views
   • 
   • RatherBeGolfing
   • June 16, 2018

2. Restate at Termination

   By Guest sommerjo, May 6, 2010
   • 1 reply
   • 964 views
   • 
   • Mike Preston
   • May 6, 2010

3. Restatement of Defined Benefit Plan

   By Ted, December 13, 2018
   • 17 replies
   • 4.2k views
   • 
   • Mike Preston
   • February 18, 2020

4. Restatement of Plan

   By Gary, July 1, 2009
   • 2 replies
   • 1.2k views
   • 
   • Gary
   • July 8, 2009

5. Restoration of Benefit Accruals

   By Dougsbpc, August 15, 2025
   • 2 replies
   • 815 views
   • 
   • david rigby
   • August 16, 2025

6. Restorative Payments and Tax Deductibility

   By Chris123, January 28, 2020
   • 8 replies
   • 1.7k views
   • 
   • Mike Preston
   • February 27, 2020

7. Restricted Benefit Calc-One Year Period Available ?

   By JAY21, March 2, 2005
   • 3 replies
   • 1.5k views
   • 
   • Effen
   • March 3, 2005

8. Restricted Benefit Payments and QDRO

   By Dougsbpc, March 25, 2009
   • 3 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • March 25, 2009

9. Restricted Benefits

   By Chester, November 9, 1998
   • 0 replies
   • 2.1k views
   • 
   • Chester
   • November 9, 1998

10. Restricted Benefits and Alternate Payees

    By davef, April 9, 2009
    • 16 replies
    • 2.8k views
    • 
    • davef
    • April 13, 2009

11. Restricted Benefits and Rollovers

    By Andy the Actuary, December 19, 2008
    • 3 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 22, 2008

12. Restricted Benefits For Fired Employee

    By Guest lvegas, January 30, 2004
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • January 30, 2004

13. Restricted Benefits under a DB plan

    By Guest meggie, August 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 18, 2003

14. Restricted Calculations Revisited

    By LIBOR, March 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • LIBOR
    • March 28, 2001

15. Restricted Distribution

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2007

16. Restricted Distribution Eligible For Rollover?

    By Andy the Actuary, February 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • February 9, 2010

17. Restricted Distribution under 1.401(a)(4)-5(b) to HCE

    By Dennis Povloski, July 18, 2005
    • 15 replies
    • 8.3k views
    • 
    • Guest
    • September 3, 2010

18. Restricted Distributions

    By Belgarath, September 17, 2021
    • 3 replies
    • 923 views
    • 
    • Calavera
    • September 21, 2021

19. Restricted Distributions (1.401(a)(4)-5(b))

    By lexi, March 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • March 20, 2007

20. Restricted Distributions (AFTAP < 80%)

    By JAY21, June 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • June 5, 2008

21. Restricted Distributions beyond NRD

    By Guest BDZ, February 8, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 8, 2007

22. Restricted Distributions to HCEs

    By JAY21, February 21, 2013   

    • What if there are no NHCEs
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 25, 2013

23. Restricted Distributions under PPA

    By Rob P, August 24, 2007
    • 2 replies
    • 1.1k views
    • 
    • Rob P
    • August 25, 2007

24. Restricted EE - Top 25 List

    By Penman2006, December 30, 2006
    • 0 replies
    • 1.1k views
    • 
    • Penman2006
    • December 30, 2006

25. Restricted EE also a Beneficiary

    By Guest jody303, June 18, 2003
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 19, 2003

26. Restricted EE with no Repay Agreement

    By Guest melodik, June 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Everett Moreland
    • June 19, 2003

27. Restricted Employee Calculation

    By LIBOR, January 10, 2002
    • 20 replies
    • 4.3k views
    • 
    • AndyH
    • August 15, 2002

28. Restricted Employee Distribution

    By Cloudy, May 27, 2020
    • 0 replies
    • 507 views
    • 
    • Cloudy
    • May 27, 2020

29. Restricted Employee Mysteries

    By Everett Moreland, February 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Everett Moreland
    • February 10, 2001

30. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • dmb
    • March 30, 2006

31. Restricted Employee?

    By AndyH, February 12, 2003
    • 2 replies
    • 5k views
    • 
    • AndyH
    • February 12, 2003

32. Restricted employees again

    By KJohnson, October 31, 2002
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • October 31, 2002

33. Restricted HCE distributions-Any suggestions?

    By AndyH, March 20, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 22, 2001

34. Restricted HCE payment

    By Jim Norman, December 17, 2007
    • 4 replies
    • 1.6k views
    • 
    • Jim Norman
    • December 18, 2007

35. Restricted HCE/Bonding Solution

    By JAY21, June 30, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 1, 2004

36. Restricted HCE/New Corporate Bond Idex Rates

    By JAY21, September 10, 2004
    • 0 replies
    • 1k views
    • 
    • JAY21
    • September 10, 2004

37. Restricted Lump Sum

    By Pension RC, May 1, 2014
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 1, 2014

38. Restricted Lump Sum Upon Plan Termination

    By Pension RC, March 20, 2014
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 20, 2014

39. Restricted Lump sum with employee contributions

    By Dinosaur, June 25, 2012
    • 4 replies
    • 1.5k views
    • 
    • SoCalActuary
    • June 27, 2012

40. Restricted Lump Sums and Deferral

    By Guest SVP, January 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 18, 2009

41. Restricted Participant under 1.401(a)(4)-5(b)

    By Guest meggie, October 23, 2002
    • 1 reply
    • 4.1k views
    • 
    • MGB
    • October 24, 2002

42. Restricted Payment Issue - Assets at MVA or AVA?

    By AndyH, May 19, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

43. Restricted Payments

    By AndyH, February 19, 2009
    • 4 replies
    • 2.6k views
    • 
    • AndyH
    • February 23, 2009

44. Restricted Payments for Top 25 HCE

    By Guest Not Amused, August 6, 2010
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • August 6, 2010

45. Restricted payouts for surviving spouse of a top 25 employee? Any opti

    By JDuns, December 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • December 31, 2001

46. Restricted Plan Paid LS

    By Penman2006, January 14, 2009
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • January 15, 2009

47. Restricting optional forms of distribution

    By Guest guppy, December 11, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • December 12, 2003

48. Restriction on Accelerated Distributions

    By Cloudy, October 22, 2015
    • 1 reply
    • 989 views
    • 
    • My 2 cents
    • October 22, 2015

49. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 969 views
    • 
    • Andy the Actuary
    • March 26, 2009

50. Restriction on payouts under PPA Vs. Old 25 HCEs rule

    By flosfur, November 26, 2008
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • November 26, 2008