Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Lump Sum Under $5,000

   By Dougsbpc, April 3, 2009
   • 1 reply
   • 2.3k views
   • 
   • Mike Preston
   • April 3, 2009

2. Voluntary Vs Deemed Waiver

   By Guest DBStudentAct, August 30, 2010
   • 1 reply
   • 1.5k views
   • 
   • My 2 cents
   • August 30, 2010

3. PBGC Payment Date

   By metsfan026, October 13, 2022
   • 1 reply
   • 652 views
   • 
   • SSRRS
   • October 13, 2022

4. JBEA to eliminate physical presence requirement for continuing education retro to  beginning of this cycle.

   By Effen, March 13, 2024
   • 1 reply
   • 679 views
   • 
   • CuseFan
   • March 13, 2024

5. Do u have to switch to UC for a frozen DB Plan?

   By himt4, March 2, 2005
   • 1 reply
   • 1k views
   • 
   • david rigby
   • March 2, 2005

6. IBM freezes DB accruals

   By Guest mjb, January 6, 2006
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • January 6, 2006

7. Death Benefit of Main HCE

   By abanky, September 23, 2009
   • 1 reply
   • 854 views
   • 
   • Andy the Actuary
   • September 23, 2009

8. Taking distributions from a defined benefit plan with early retirement

   By Guest Karri, April 21, 2000
   • 1 reply
   • 1.4k views
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   • AndyH
   • April 23, 2000

9. Combined Limits - Different Limitation Years

   By Guest Don N, December 20, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 20, 2000

10. Union employees no longer in the union

    By Guest flogger, June 14, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 22, 2004

11. Terminated Plan and Change of Plan Year

    By Dougsbpc, July 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2004

12. Fidelity Bond Requirements

    By Guest tzuck, July 1, 2008
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • July 3, 2008

13. 5500 EZ: To file or not to file

    By Guest jmrodrig, February 12, 2010
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • February 12, 2010

14. Pension specific withholding taxes?

    By Guest new2taxes, July 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 2, 2010

15. new plan for old service

    By Effen, December 22, 2010
    • 1 reply
    • 811 views
    • 
    • Andy the Actuary
    • December 22, 2010

16. New rules for late quarterly interest charges

    By Blinky the 3-eyed Fish, February 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2003

17. Social Security calculator

    By Guest buyertoday, February 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 7, 2009

18. Permitted Disparity Calculation?

    By Guest newtobenefits, September 23, 2008
    • 1 reply
    • 2k views
    • 
    • SoCalActuary
    • September 23, 2008

19. 436 contribution

    By Gary, May 11, 2011
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2011

20. SPD Disclosure re: Cash Balance Conversion

    By Christine Roberts, August 16, 2002
    • 1 reply
    • 1.1k views
    • 
    • IRC401
    • August 17, 2002

21. Beginning of Year Valuation

    By Dougsbpc, December 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • FAPInJax
    • December 9, 2005

22. Spousal Consent for Early Retirement Window Benefits

    By Guest BRich, May 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • May 30, 2007

23. In-Service Distribution

    By Dougsbpc, January 18, 2010
    • 1 reply
    • 908 views
    • 
    • Andy the Actuary
    • January 18, 2010

24. Can nonqual. Deferred Compensation be included in Df of Compensation f

    By Guest Cal, September 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 13, 2000

25. Db Plan - constructive ownership

    By Guest Yelena39, December 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 9, 2005

26. Pension distributions

    By Gary, February 12, 2010
    • 1 reply
    • 926 views
    • 
    • masteff
    • February 12, 2010

27. Asset reversion and surplus assets

    By Gary, February 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • Lorraine Dorsa
    • March 5, 1999

28. Local goverment retirement plan employee rights?

    By Guest walley, March 8, 2003
    • 1 reply
    • 945 views
    • 
    • david rigby
    • March 9, 2003

29. How to measure discrimination with respect to benefits rights and features.

    By Guest flogger, July 28, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • July 28, 2004

30. 2007 PBGC Schedule A

    By dmb, March 30, 2007
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • March 30, 2007

31. PPA J&75% Requirements

    By Guest annie1, September 23, 2008
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • September 23, 2008

32. Terminated Plan and RMD

    By Dougsbpc, May 1, 2015
    • 1 reply
    • 802 views
    • 
    • Andy the Actuary
    • May 1, 2015

33. Actuarial Increase for post-NRD in a frozen plan

    By TheBoxMan, January 10, 2018
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • January 10, 2018

34. 2000 Covered Comp tables, 2000 limits

    By Gary, July 20, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • July 21, 2000

35. Big Thank You to Lois!

    By Effen, July 20, 2025
    • 1 reply
    • 989 views
    • 
    • Lois Baker
    • July 20, 2025

36. Deadline

    By Guest WantsToLearn, November 16, 2006
    • 1 reply
    • 1.2k views
    • 
    • SteveH
    • November 16, 2006

37. Questions for 2008 Valuation

    By Guest naveen, April 6, 2009
    • 1 reply
    • 931 views
    • 
    • Guest
    • April 7, 2009

38. IRS Audit of a DB Plan

    By flosfur, January 29, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • January 29, 2004

39. Elimination of payment options

    By John Feldt ERPA CPC QPA, August 2, 2010
    • 1 reply
    • 878 views
    • 
    • Andy the Actuary
    • August 2, 2010

40. proposed cash balance regs

    By Gary, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 3, 2003

41. Pension Plan Audit & Sponsor's tax return

    By flosfur, January 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 29, 2004

42. Party In Interest Definition

    By Guest tlpickard, October 25, 2004
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • October 25, 2004

43. EA Meetings

    By Effen, March 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • mwyatt
    • March 31, 2007

44. Plan termination 2007/2008 payout

    By nancy, March 6, 2008
    • 1 reply
    • 830 views
    • 
    • Andy the Actuary
    • March 7, 2008

45. bonding requirement

    By Gary, December 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • December 12, 2011

46. DB Plan implementation - extension?

    By Hojo, June 17, 2020
    • 1 reply
    • 609 views
    • 
    • C. B. Zeller
    • June 17, 2020

47. Early retirement plans and the ADEA/OWBPA

    By Guest Sheila Williams, March 10, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 11, 1999

48. Lump Sums

    By Gary, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • SRM
    • July 25, 2003

49. sample 60 day notice

    By thepensionmaven, March 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • March 28, 2006

50. PBGC Reportable Event

    By AndyH, July 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • August 4, 2009