Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Restriction Question

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

2. Restrictions and Annuity Start Date

   By Andy the Actuary, May 18, 2010
   • 2 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • May 19, 2010

3. restrictions on benefit payments to certain HCEs

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

4. Restrictions on cashouts; 417(e) question

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

5. Restrictions on Lump Sum Distributions to HCEs

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

6. Restroactive ASD and Restricted Distributions

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

7. Restructured DB Plan

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

8. Restructuring

   By JAY21, September 7, 2004
   • 1 reply
   • 1.3k views
   • 
   • AndyH
   • September 7, 2004

9. Restructuring a DB Plan

   By JAY21, November 2, 2004
   • 4 replies
   • 1.2k views
   • 
   • JAY21
   • November 2, 2004

10. restructuring and reasonable classification

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

11. Restructuring DB Plan into Multiple Employer Plan

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

12. Restructuring DB Plan with different salary definitions

    By LarryDavid, May 21, 2013
    • 0 replies
    • 1.1k views
    • 
    • LarryDavid
    • May 21, 2013

13. Restructuring Plan(s)

    By flosfur, March 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • March 17, 2004

14. Resuming accruals after a freeze

    By Guest tomc, April 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 15, 2010

15. Resumption of Accruals after AFTAP

    By Dougsbpc, April 1, 2024
    • 3 replies
    • 697 views
    • 
    • Dougsbpc
    • April 2, 2024

16. Resurrection of a Termianted Plan

    By flosfur, June 11, 2004
    • 18 replies
    • 2.2k views
    • 
    • flosfur
    • August 10, 2004

17. Retained Lump Sums for Top 25 Employees

    By Guest David M, October 14, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2003

18. Retention of employee records

    By Gary, December 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 20, 1999

19. Retired employee receiving a monthly pension no longer wants her pensi

    By Guest SueJ, February 10, 2003
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • February 12, 2003

20. Retiree @ PBGC Plan Termination offered Lump Sum Option?

    By mwyatt, April 27, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 28, 1999

21. Retiree and change of annuity form

    By Guest shronesz, August 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 1, 2002

22. Retiree COLA permitted in frozen plan?

    By AndyH, June 8, 2000
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • June 8, 2000

23. Retiree Medical Expenses to be paid out of Pension Plan per IRC § 401(

    By Guest Charlie Stevens, July 10, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 1999

24. Retiree notices for sponsor changing banks

    By abanky, July 27, 2010
    • 6 replies
    • 985 views
    • 
    • abanky
    • July 27, 2010

25. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

    • pension
    • 8 replies
    • 3k views
    • 
    • MoJo
    • January 10, 2019

26. Retirees allowed to change benefit election

    By ConnieStorer, March 4, 2014
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • March 4, 2014

27. Retirees Benefiting Under a COLA

    By Guest merlin, December 20, 2007
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • December 21, 2007

28. Retirement - reemployment issue

    By Guest Bearlee, November 7, 2008
    • 0 replies
    • 891 views
    • 
    • Guest
    • November 7, 2008

29. retirement from an employer versus controlled group

    By Draper55, December 14, 2017
    • 1 reply
    • 793 views
    • 
    • ETA Consulting LLC
    • December 15, 2017

30. retro annuity start date- final regs

    By Guest meggie, December 2, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 2, 2003

31. Retro Annutiy Start Dates

    By Guest MTC1028, February 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • February 9, 2005

32. Retro ASDs as an option and QJSA Relative Value

    By Guest meggie, October 29, 2004
    • 0 replies
    • 960 views
    • 
    • Guest
    • October 29, 2004

33. Retro disability AFTAP < 60

    By Effen, October 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • October 21, 2011

34. Retro start-up plan

    By truphao, March 15, 2024
    • 3 replies
    • 584 views
    • 
    • Lou S.
    • March 15, 2024

35. Retroactive Adoption

    By Just Me, February 4, 2011
    • 4 replies
    • 1.8k views
    • 
    • Calavera
    • February 15, 2011

36. Retroactive adoption of pension plan for 2023

    By cathyw, August 26, 2024
    • 3 replies
    • 857 views
    • 
    • cathyw
    • August 28, 2024

37. Retroactive Amendment and CARES SECURE act

    By HC2020, March 10, 2021
    • 2 replies
    • 891 views
    • 
    • CuseFan
    • March 10, 2021

38. Retroactive amendment for (a)(26)

    By cathyw, September 19, 2022
    • 1 reply
    • 765 views
    • 
    • C. B. Zeller
    • September 19, 2022

39. Retroactive Amendment of Interest Credit Timing

    By waid10, February 16, 2024
    • 1 reply
    • 580 views
    • 
    • C. B. Zeller
    • February 16, 2024

40. retroactive amendment to increase benefit formula

    By jane murray, January 19, 2016
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • January 20, 2016

41. Retroactive amendments to increase benefits

    By Belgarath, July 13, 2006
    • 4 replies
    • 4k views
    • 
    • Belgarath
    • July 13, 2006

42. Retroactive annuity eligible for rollover?

    By Craig Schiller, November 13, 2014   

    • Retroactive Annuity Rollover
    • 3 replies
    • 2.2k views
    • 
    • Craig Schiller
    • November 14, 2014

43. Retroactive annuity payments - help with understanding them

    By JanetM, May 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • May 28, 2004

44. Retroactive Annuity Regulations

    By DTH, January 10, 2005
    • 0 replies
    • 1.8k views
    • 
    • DTH
    • January 10, 2005

45. retroactive annuity start date

    By Gary, April 17, 2012
    • 2 replies
    • 2k views
    • 
    • Gary
    • June 20, 2012

46. Retroactive Annuity Start Date

    By BTG, February 9, 2017
    • 3 replies
    • 3.8k views
    • 
    • Calavera
    • February 13, 2017

47. Retroactive Annuity Starting Date

    By Guest AEA, September 5, 2003
    • 0 replies
    • 889 views
    • 
    • Guest
    • September 5, 2003

48. Retroactive Annuity Starting Date

    By Kudos26, March 16, 2018
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • March 19, 2018

49. Retroactive Annuity Starting Date

    By Guest Sunnybeau, September 13, 2006
    • 3 replies
    • 9.1k views
    • 
    • alexa
    • February 8, 2012

50. Retroactive Annuity Starting Date (RASD)

    By Dinosaur, August 25, 2011
    • 3 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 29, 2011