Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. revising AFTAP Cert

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

2. Revisiting the Combined DB/DC Limitation

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

3. Revoking the Irrevocable

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

4. 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

5. RFP for Single Premium Group Annuity Contract

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

6. 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
   • 2.7k views
   • 
   • card
   • November 29, 2017

7. RMD - Vesting/Start Date Question

   By pensionam, October 29, 2018
   • 10 replies
   • 2.5k views
   • 
   • EMarie
   • November 8, 2018

8. RMD after death after RBD

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

9. RMD after plan termination

   By Jakyasar, July 25, 2023
   • 7 replies
   • 927 views
   • 
   • Jesse C
   • December 18, 2025

10. RMD amount not allowable for rollover

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

11. RMD Based On Plan Assets

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

12. RMD Determination

    By Reggie, August 4, 2023
    • 1 reply
    • 548 views
    • 
    • bito'money
    • August 4, 2023

13. RMD error

    By Mister Met, February 5, 2016
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • February 10, 2016

14. RMD extension?

    By SSRRS, March 20, 2020
    • 21 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • March 30, 2020

15. RMD for 1948-DOB owner's new retroactively adopted (or as yet unfunded) DB plan

    By Bri, September 13, 2021
    • 0 replies
    • 361 views
    • 
    • Bri
    • September 13, 2021

16. RMD for Annuity + Partial Lump Sum

    By Übernerd, August 7, 2015   

    • RMD
    • lump sum
    • (and 1 more)

      Tagged with:

      • RMD
      • lump sum
      • annuity
    • 2 replies
    • 2k views
    • 
    • Übernerd
    • August 10, 2015

17. rmd for dead owner

    By abanky, August 31, 2010
    • 5 replies
    • 1.2k views
    • 
    • abanky
    • December 23, 2010

18. RMD for not quite terminated employee

    By BH1528, December 4, 2018
    • 2 replies
    • 923 views
    • 
    • Luke Bailey
    • December 5, 2018

19. RMD for one participant plan

    By Dougsbpc, January 1, 2018
    • 4 replies
    • 807 views
    • 
    • CuseFan
    • January 2, 2018

20. RMD for someone over 70.5

    By emmetttrudy, December 21, 2016
    • 5 replies
    • 1.6k views
    • 
    • Calavera
    • December 29, 2016

21. RMD from cash balance plan

    By thepensionmaven, March 6, 2025
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • March 10, 2025

22. RMD from DB plan facing 436 restriction

    By dmb, May 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • May 5, 2011

23. RMD from Segregated DB Assets

    By carrots, September 14, 2012
    • 6 replies
    • 1.5k views
    • 
    • carrots
    • September 17, 2012

24. RMD from terminating DB plan

    By Flyboyjohn, December 9, 2016
    • 6 replies
    • 1.9k views
    • 
    • Calavera
    • December 11, 2016

25. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 9.4k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

26. RMD in DB plan

    By cohendrake, October 28, 2016
    • 14 replies
    • 5.6k views
    • 
    • dan.jock
    • December 14, 2016

27. RMD in DB using Annuity method

    By himt4, October 24, 2006
    • 4 replies
    • 2.5k views
    • 
    • himt4
    • October 25, 2006

28. RMD in year of distribution

    By Dougsbpc, August 24, 2018
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 27, 2018

29. RMD in year of plan termination

    By Pension RC, December 6, 2017
    • 12 replies
    • 2.5k views
    • 
    • My 2 cents
    • December 12, 2017

30. RMD in year of Plan Termination

    By Guest naveen, November 1, 2010
    • 7 replies
    • 3.2k views
    • 
    • YankeeFan
    • December 14, 2010

31. RMD in year plan terminates

    By YankeeFan, April 22, 2014
    • 5 replies
    • 2.9k views
    • 
    • ac
    • May 15, 2014

32. RMD marital status unknown

    By CLE Pension, May 12, 2023
    • 2 replies
    • 626 views
    • 
    • truphao
    • May 12, 2023

33. RMD prior to PBGC plan termination

    By Gilmore, June 19, 2015
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • June 22, 2015

34. RMD question

    By Mister Met, February 12, 2015
    • 6 replies
    • 1.5k views
    • 
    • Effen
    • February 12, 2015

35. RMD Question

    By Dougsbpc, October 24, 2024
    • 1 reply
    • 814 views
    • 
    • CuseFan
    • October 25, 2024

36. RMD question

    By Belgarath, June 9, 2017
    • 3 replies
    • 774 views
    • 
    • Dougsbpc
    • August 16, 2017

37. RMD related

    By Jakyasar, July 8, 2022
    • 6 replies
    • 715 views
    • 
    • Calavera
    • July 12, 2022

38. RMD related

    By Jakyasar, July 28, 2023
    • 1 reply
    • 396 views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2023

39. RMD Start Date

    By emmetttrudy, January 13, 2020
    • 3 replies
    • 1k views
    • 
    • C. B. Zeller
    • January 13, 2020

40. RMD Start Date Question

    By Stash026, June 23, 2017
    • 2 replies
    • 910 views
    • 
    • CuseFan
    • June 23, 2017

41. RMD to charity

    By Bri, December 30, 2020
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • December 31, 2020

42. RMD used for req. contr. due

    By Guest jmrodrig, March 1, 2010
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • March 2, 2010

43. RMD with partially vested benefit

    By Dougsbpc, July 24, 2009
    • 7 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

44. RMD with trust as beneficiary

    By Dougsbpc, August 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • August 5, 2008

45. RMD's - what if employer didnt pay out in time?

    By Guest fcdeacy, June 28, 2004
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

46. RMDs

    By John Feldt ERPA CPC QPA, March 20, 2018   

    • rmd
    • nonvested
    • (and 2 more)

      Tagged with:

      • rmd
      • nonvested
      • account balance method
      • lump sum
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 22, 2018

47. RMDs

    By Gary, April 11, 2012
    • 5 replies
    • 1.9k views
    • 
    • Gary
    • April 13, 2012

48. RMDs after Plan Termination

    By Cassopy, June 30, 2022
    • 1 reply
    • 472 views
    • 
    • Lou S.
    • June 30, 2022

49. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.2k views
    • 
    • flosfur
    • November 15, 2006

50. RMDs for DB Plans

    By zimbo, November 3, 2008
    • 1 reply
    • 2k views
    • 
    • ScottR
    • November 6, 2008