Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Restructuring DB Plan with different salary definitions

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

2. Restructuring Plan(s)

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

3. Resuming accruals after a freeze

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

4. Resumption of Accruals after AFTAP

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

5. Resurrection of a Termianted Plan

   By flosfur, June 11, 2004
   • 18 replies
   • 2.1k views
   • 
   • flosfur
   • August 10, 2004

6. Retained Lump Sums for Top 25 Employees

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

7. Retention of employee records

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

8. 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

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

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

10. Retiree and change of annuity form

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

11. Retiree COLA permitted in frozen plan?

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

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

    By Guest Charlie Stevens, July 10, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 1999

13. Retiree notices for sponsor changing banks

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

14. Retiree Wants to Stop Receiving Pension

    By TimR, January 8, 2019   

    • pension
    • 8 replies
    • 2.9k views
    • 
    • MoJo
    • January 10, 2019

15. Retirees allowed to change benefit election

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

16. Retirees Benefiting Under a COLA

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

17. Retirement - reemployment issue

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

18. retirement from an employer versus controlled group

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

19. retro annuity start date- final regs

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

20. Retro Annutiy Start Dates

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

21. Retro ASDs as an option and QJSA Relative Value

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

22. Retro disability AFTAP < 60

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

23. Retro start-up plan

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

24. Retroactive Adoption

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

25. Retroactive adoption of pension plan for 2023

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

26. Retroactive Amendment and CARES SECURE act

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

27. Retroactive amendment for (a)(26)

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

28. Retroactive Amendment of Interest Credit Timing

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

29. retroactive amendment to increase benefit formula

    By jane murray, January 19, 2016
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • January 20, 2016

30. Retroactive amendments to increase benefits

    By Belgarath, July 13, 2006
    • 4 replies
    • 3.9k views
    • 
    • Belgarath
    • July 13, 2006

31. Retroactive annuity eligible for rollover?

    By Craig Schiller, November 13, 2014   

    • Retroactive Annuity Rollover
    • 3 replies
    • 2.1k views
    • 
    • Craig Schiller
    • November 14, 2014

32. Retroactive annuity payments - help with understanding them

    By JanetM, May 28, 2004
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • May 28, 2004

33. Retroactive Annuity Regulations

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

34. retroactive annuity start date

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

35. Retroactive Annuity Start Date

    By BTG, February 9, 2017
    • 3 replies
    • 3.7k views
    • 
    • Calavera
    • February 13, 2017

36. Retroactive Annuity Starting Date

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

37. Retroactive Annuity Starting Date

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

38. Retroactive Annuity Starting Date

    By Guest Sunnybeau, September 13, 2006
    • 3 replies
    • 9k views
    • 
    • alexa
    • February 8, 2012

39. Retroactive Annuity Starting Date (RASD)

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

40. Retroactive Annuity Starting Date Interest

    By Mister Met, December 4, 2013
    • 4 replies
    • 4.9k views
    • 
    • Calavera
    • December 5, 2013

41. Retroactive Application of $200,000 Comp Limit

    By Guest merlin, November 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 22, 2001

42. Retroactive application of 401(a)(17) limit

    By Guest Steve C., August 22, 2002
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 23, 2002

43. Retroactive application of comp limit and career average plans

    By Guest stunner, February 23, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 24, 2006

44. Retroactive Application Of EGTRRA Comp Limit

    By Guest merlin, November 11, 2004
    • 5 replies
    • 1.3k views
    • 
    • MGB
    • November 11, 2004

45. retroactive benefit reduction

    By lexi, December 8, 2006
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 10, 2006

46. Retroactive inclusion in a defined benefit plan

    By Carol V. Calhoun, February 22, 2016
    • 8 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

47. Retroactive Increases to Reflect EGTRRA Pay Cap

    By Guest Doug Goelz, May 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 22, 2002

48. Retroactive payments (beyond NRA)

    By Dinosaur, June 6, 2011
    • 5 replies
    • 3.8k views
    • 
    • Dinosaur
    • June 21, 2011

49. Retroactive payments taxable in which year?

    By Guest LC Brosio, January 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 4, 2000

50. retroactive plan amendment

    By Gary, December 11, 2002
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • December 11, 2002