Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. retroactive plan amendment

   By Gary, May 16, 2012
   • 3 replies
   • 1.3k views
   • 
   • frizzyguy
   • May 18, 2012

2. Retroactive Plan Effective Date

   By Guest snorthup, March 7, 2003
   • 2 replies
   • 1.5k views
   • 
   • Belgarath
   • March 7, 2003

3. return of contribution

   By Gary, January 10, 2011
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • January 14, 2011

4. return of contribution revisited

   By Gary, March 20, 2012
   • 9 replies
   • 1.6k views
   • 
   • frizzyguy
   • March 22, 2012

5. Return of Non Deductible Contribution

   By ConnieStorer, April 8, 2019
   • 5 replies
   • 1.1k views
   • 
   • Mike Preston
   • April 8, 2019

6. Return of Non-Deductible Contribution

   By Guest mingblue, June 21, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 21, 2006

7. Return Shown On SB

   By Andy the Actuary, March 7, 2011
   • 4 replies
   • 1.1k views
   • 
   • tymesup
   • March 17, 2011

8. Return to Work After Having Taken Lump Sum

   By tuni88, August 25, 2007
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • August 25, 2007

9. Returned Checks for Terminated Plan (Re: Form 5500)

   By metsfan026, October 12
   • 4 replies
   • 786 views
   • 
   • TheBoxMan
   • October 14

10. Reuired Minimum Distributions

    By Gary, February 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • February 19, 2004

11. Rev Ruling 98-1 re 415 limits after GATT & SBJPA

    By Lorraine Dorsa, October 30, 1998
    • 3 replies
    • 2.5k views
    • 
    • Lorraine Dorsa
    • November 4, 1998

12. Rev. Proc. 2000-40

    By Guest penman, March 30, 2005
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 30, 2005

13. Rev. Proc. 2000-41

    By Guest JBeck, January 27, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 27, 2005

14. Rev. Proc. 90-49

    By jpod, July 16, 2018
    • 7 replies
    • 1.6k views
    • 
    • jpod
    • July 18, 2018

15. Rev. Rul. 2001-62 - The New Mortality Table for sec. 415 & 417(e)

    By Guest ircreader, October 18, 2002
    • 30 replies
    • 9.4k views
    • 
    • KJohnson
    • November 12, 2002

16. Rev. Rul. 2001-62 Mortality Table

    By Scott, February 8, 2005
    • 10 replies
    • 2.9k views
    • 
    • MGB
    • February 10, 2005

17. Rev. Rul. 74-307

    By dpav, April 26, 2021
    • 4 replies
    • 1.3k views
    • 
    • dpav
    • April 26, 2021

18. Rev. Rul. 98-1 and 415(b)

    By Guest 1950, October 11, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2001

19. Rev. Rul. 98-1 and the $10,000 de minimis Benefit

    By Guest merlin, December 13, 2002
    • 2 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

20. Rev.Proc. 2000-40 & Takeovers

    By LIBOR, October 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • LIBOR
    • October 13, 2001

21. Revenue Procedure 2000-40

    By david rigby, April 4, 2002
    • 0 replies
    • 1.9k views
    • 
    • david rigby
    • April 4, 2002

22. Revenue Procedure That specified assuming same hours as prior year

    By Tedterrific, December 7, 2020   

    • valuation assumptions
    • 1 reply
    • 761 views
    • 
    • Effen
    • December 8, 2020

23. Revenue Ruling 2003-83

    By david rigby, June 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

24. Reversal of prior credit balance election

    By dmb, December 20, 2012
    • 1 reply
    • 3.8k views
    • 
    • Effen
    • December 20, 2012

25. Reversing credit balance elections under IRC 430

    By dmb, September 17, 2014
    • 0 replies
    • 863 views
    • 
    • dmb
    • September 17, 2014

26. Reversing election to reduce credit balances due to MAP-21

    By dmb, November 26, 2012
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • November 27, 2012

27. Reversion of excess pension assets and Medicaid/Medicare

    By Guest Lonnie Tomlin, June 19, 2000
    • 2 replies
    • 1.6k views
    • 
    • IRC401
    • June 20, 2000

28. Reversion of nondeductible contribution

    By Guest saeissler, June 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2006

29. Reversion Tax for DB termination by not for profit

    By Guest Lonnie Tomlin, October 15, 1999
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • October 15, 1999

30. Reversion timing issue

    By Earl, February 17, 2017
    • 5 replies
    • 846 views
    • 
    • Earl
    • February 17, 2017

31. Reversion????

    By Guest, August 16, 1999
    • 1 reply
    • 1.7k views
    • 
    • Lorraine Dorsa
    • August 20, 1999

32. Reversions Post-Tax Cut Jobs Act

    By ERISAAPPLE, July 23, 2018
    • 2 replies
    • 370 views
    • 
    • Mike Preston
    • July 23, 2018

33. Review of federal pension plan benefits

    By Gary, February 16, 1999
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • February 16, 1999

34. Review of pension

    By Gary, February 5, 1999
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • February 8, 1999

35. Revised AFTAP

    By dmb, January 12, 2011
    • 0 replies
    • 924 views
    • 
    • dmb
    • January 12, 2011

36. Revised Annual Funding Notice

    By Just Me, March 30, 2009
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • April 1, 2009

37. Revised IRS model 402(f) special tax distribution notice?

    By Guest brsears, April 12, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 12, 2005

38. Revised IRS Notice 2012-61

    By Andy the Actuary, September 12, 2012
    • 0 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 12, 2012

39. Revised/Corrected AFTAP

    By JAY21, May 7, 2008
    • 3 replies
    • 2.1k views
    • 
    • JAY21
    • May 8, 2008

40. revising AFTAP Cert

    By Effen, September 26, 2008
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2008

41. Revisiting the Combined DB/DC Limitation

    By ubermax, January 10, 2012
    • 6 replies
    • 1.9k views
    • 
    • ubermax
    • January 12, 2012

42. Revoking the Irrevocable

    By Guest erisafried, November 5, 2004
    • 14 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 2004

43. RFP for DB Plans - Trustee and/or Outsourcing of Administration

    By Guest jeanps, August 18, 2005
    • 1 reply
    • 2.3k views
    • 
    • SoCalActuary
    • August 18, 2005

44. RFP for Single Premium Group Annuity Contract

    By rocknrolls2, December 5, 2019
    • 2 replies
    • 532 views
    • 
    • Effen
    • December 9, 2019

45. RMD - missing marital status

    By justanotheradmin, November 22, 2017   

    • required minimum distribution
    • rmd
    • (and 4 more)

      Tagged with:

      • required minimum distribution
      • rmd
      • spouse
      • missing spouse
      • pension
      • defined benefit
    • 11 replies
    • 2.6k views
    • 
    • card
    • November 29, 2017

46. RMD - Vesting/Start Date Question

    By pensionam, October 29, 2018
    • 10 replies
    • 2.4k views
    • 
    • EMarie
    • November 8, 2018

47. RMD after death after RBD

    By Gary, December 15, 2010
    • 0 replies
    • 972 views
    • 
    • Gary
    • December 15, 2010

48. RMD after plan termination

    By Jakyasar, July 25, 2023
    • 6 replies
    • 841 views
    • 
    • CuseFan
    • July 26, 2023

49. RMD amount not allowable for rollover

    By Calavera, December 16, 2021
    • 3 replies
    • 765 views
    • 
    • C. B. Zeller
    • December 16, 2021

50. RMD Based On Plan Assets

    By Guest merlin, September 4, 2007
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2007