Defined Benefit Plans, Including Cash Balance

7,171 topics in this forum

1. Revised/Corrected AFTAP

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

2. revising AFTAP Cert

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

3. Revisiting the Combined DB/DC Limitation

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

4. Revoking the Irrevocable

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

5. 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

6. RFP for Single Premium Group Annuity Contract

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

7. 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

8. RMD - Vesting/Start Date Question

   By pensionam, October 29, 2018
   • 10 replies
   • 2.6k views
   • 
   • EMarie
   • November 8, 2018

9. RMD after death after RBD

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

10. RMD after plan termination

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

11. RMD amount not allowable for rollover

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

12. RMD Based On Plan Assets

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

13. RMD Determination

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

14. RMD error

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

15. RMD extension?

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

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

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

17. 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

18. rmd for dead owner

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

19. RMD for not quite terminated employee

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

20. RMD for one participant plan

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

21. RMD for someone over 70.5

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

22. RMD from cash balance plan

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

23. RMD from DB plan facing 436 restriction

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

24. RMD from Segregated DB Assets

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

25. RMD from terminating DB plan

    By Flyboyjohn, December 9, 2016
    • 6 replies
    • 2k views
    • 
    • Calavera
    • December 11, 2016

26. RMD in Cash Balance plans

    By SoCalActuary, December 13, 2006
    • 4 replies
    • 9.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

27. RMD in DB plan

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

28. RMD in DB using Annuity method

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

29. RMD in year of distribution

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

30. RMD in year of plan termination

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

31. RMD in year of Plan Termination

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

32. RMD in year plan terminates

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

33. RMD marital status unknown

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

34. RMD prior to PBGC plan termination

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

35. RMD question

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

36. RMD Question

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

37. RMD question

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

38. RMD related

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

39. RMD related

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

40. RMD Start Date

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

41. RMD Start Date Question

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

42. RMD to charity

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

43. RMD used for req. contr. due

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

44. RMD with partially vested benefit

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

45. RMD with trust as beneficiary

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

46. 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

47. 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

48. RMDs

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

49. RMDs after Plan Termination

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

50. RMDs based on final regs

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