Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Restricted Benefits For Fired Employee

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

2. 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

3. Restricted Calculations Revisited

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

4. Restricted Distribution

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

5. Restricted Distribution Eligible For Rollover?

   By Andy the Actuary, February 9, 2010
   • 5 replies
   • 1.7k views
   • 
   • Andy the Actuary
   • February 9, 2010

6. 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

7. Restricted Distributions

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

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

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

9. Restricted Distributions (AFTAP < 80%)

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

10. Restricted Distributions beyond NRD

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

11. 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

12. Restricted Distributions under PPA

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

13. Restricted EE - Top 25 List

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

14. Restricted EE also a Beneficiary

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

15. Restricted EE with no Repay Agreement

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

16. Restricted Employee Calculation

    By LIBOR, January 10, 2002
    • 20 replies
    • 4.2k views
    • 
    • AndyH
    • August 15, 2002

17. Restricted Employee Distribution

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

18. Restricted Employee Mysteries

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

19. Restricted employee window of opportunity

    By dmb, March 30, 2006
    • 5 replies
    • 1.9k views
    • 
    • dmb
    • March 30, 2006

20. Restricted Employee?

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

21. Restricted employees again

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

22. Restricted HCE distributions-Any suggestions?

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

23. Restricted HCE payment

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

24. Restricted HCE/Bonding Solution

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

25. Restricted HCE/New Corporate Bond Idex Rates

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

26. Restricted Lump Sum

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

27. Restricted Lump Sum Upon Plan Termination

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

28. Restricted Lump sum with employee contributions

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

29. Restricted Lump Sums and Deferral

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

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

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

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

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

32. Restricted Payments

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

33. Restricted Payments for Top 25 HCE

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

34. 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

35. Restricted Plan Paid LS

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

36. Restricting optional forms of distribution

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

37. Restriction on Accelerated Distributions

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

38. Restriction on lump sums

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

39. 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

40. Restriction Question

    By Penman2006, March 11, 2008
    • 1 reply
    • 984 views
    • 
    • Effen
    • March 11, 2008

41. Restrictions and Annuity Start Date

    By Andy the Actuary, May 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • May 19, 2010

42. restrictions on benefit payments to certain HCEs

    By Gudgergirl, October 29, 2009
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • October 29, 2009

43. Restrictions on cashouts; 417(e) question

    By newguy2012, May 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • newguy2012
    • May 24, 2012

44. Restrictions on Lump Sum Distributions to HCEs

    By Andy the Actuary, September 27, 2012
    • 4 replies
    • 2.6k views
    • 
    • SoCalActuary
    • January 10, 2013

45. Restroactive ASD and Restricted Distributions

    By Andy the Actuary, August 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • September 1, 2009

46. Restructured DB Plan

    By JAY21, February 15, 2006
    • 7 replies
    • 2.1k views
    • 
    • JAY21
    • February 16, 2006

47. Restructuring

    By JAY21, September 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • September 7, 2004

48. Restructuring a DB Plan

    By JAY21, November 2, 2004
    • 4 replies
    • 1.1k views
    • 
    • JAY21
    • November 2, 2004

49. restructuring and reasonable classification

    By AndyH, May 17, 2005
    • 0 replies
    • 1.1k views
    • 
    • AndyH
    • May 17, 2005

50. Restructuring DB Plan into Multiple Employer Plan

    By Guest IRISH79, April 17, 2007
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • April 17, 2007