Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. RMD Determination

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

2. RMD error

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

3. RMD extension?

   By SSRRS, March 20, 2020
   • 21 replies
   • 2.2k views
   • 
   • RatherBeGolfing
   • March 30, 2020

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

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

5. 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

6. rmd for dead owner

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

7. RMD for not quite terminated employee

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

8. RMD for one participant plan

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

9. RMD for someone over 70.5

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

10. RMD from cash balance plan

    By thepensionmaven, March 6
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • March 10

11. RMD from DB plan facing 436 restriction

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

12. RMD from Segregated DB Assets

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

13. RMD from terminating DB plan

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

14. RMD in Cash Balance plans

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

15. RMD in DB plan

    By cohendrake, October 28, 2016
    • 14 replies
    • 5.5k views
    • 
    • dan.jock
    • December 14, 2016

16. RMD in DB using Annuity method

    By himt4, October 24, 2006
    • 4 replies
    • 2.4k views
    • 
    • himt4
    • October 25, 2006

17. RMD in year of distribution

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

18. RMD in year of plan termination

    By Pension RC, December 6, 2017
    • 12 replies
    • 2.4k views
    • 
    • My 2 cents
    • December 12, 2017

19. RMD in year of Plan Termination

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

20. RMD in year plan terminates

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

21. RMD marital status unknown

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

22. RMD prior to PBGC plan termination

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

23. RMD question

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

24. RMD Question

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

25. RMD question

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

26. RMD related

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

27. RMD related

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

28. RMD Start Date

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

29. RMD Start Date Question

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

30. RMD to charity

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

31. RMD used for req. contr. due

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

32. RMD with partially vested benefit

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

33. RMD with trust as beneficiary

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

34. 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

35. 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

36. RMDs

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

37. RMDs after Plan Termination

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

38. RMDs based on final regs

    By Gary, October 18, 2006
    • 13 replies
    • 3.1k views
    • 
    • flosfur
    • November 15, 2006

39. RMDs for DB Plans

    By zimbo, November 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • ScottR
    • November 6, 2008

40. RMDs, additional accruals and a term certain

    By Guest erisamelissa, February 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 4, 2008

41. rolling over annuity payments

    By RLR, February 6, 2013
    • 12 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 13, 2013

42. Rolling SEP IRA into a Cash Balance Plan?

    By metsfan026, March 14, 2024
    • 4 replies
    • 929 views
    • 
    • CuseFan
    • March 15, 2024

43. Rollover for missing participant in non-PBGC covered plans

    By ElaineW, January 28, 2022
    • 1 reply
    • 685 views
    • 
    • Lou S.
    • January 28, 2022

44. Rollover from DB to IRA.

    By Guest jgroves, September 29, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 29, 2000

45. Rollover From DC to DB Plan

    By Guest DEK1, November 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • SoCalActuary
    • November 29, 2012

46. rollover into 401(k) plan

    By Guest cculhane, December 21, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 1999

47. Rollover into a DB Plan

    By Gary, January 21, 2004
    • 16 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • January 26, 2004

48. Rollover into DB plan - Immediate annuity

    By Guest NJ-Center of the Universe, February 23, 2012
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • February 23, 2012

49. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • March 25, 2009

50. Rollover options for non-spouse beneficiaries in pay status at DB plan termination

    By Pension RC, May 8, 2015
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • May 14, 2015