Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Target normal cost

   By FAPInJax, September 16, 2009
   • 4 replies
   • 2.1k views
   • 
   • Mike Preston
   • September 16, 2009

2. Target Normal Cost

   By Gary, November 21, 2008
   • 1 reply
   • 1.1k views
   • 
   • Andy the Actuary
   • November 21, 2008

3. Target Normal Cost Related to 415 Dollar Limit Increase

   By Pension RC, August 11, 2013
   • 6 replies
   • 2.1k views
   • 
   • Pension RC
   • August 12, 2013

4. Target Normal Cost Used in Calculation of Maximum

   By Pension RC, March 11, 2014
   • 3 replies
   • 2.1k views
   • 
   • My 2 cents
   • March 11, 2014

5. TARGET PLANS (this is the closest forum I see)

   By Guest Rosemary Raymer, May 27, 2004
   • 2 replies
   • 1k views
   • 
   • AndyH
   • May 27, 2004

6. Target Replacement Rates in DB Plans

   By Guest woodward618, February 2, 2004
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • February 2, 2004

7. Tax Credit (SECURE Act)

   By Dobber, January 2, 2020
   • 3 replies
   • 1.7k views
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   • Peter Gulia
   • January 2, 2020

8. Tax Deductibility = "Fast"?

   By Guest David Lipkin, December 29, 1998
   • 2 replies
   • 1.9k views
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   • david rigby
   • December 30, 1998

9. Tax exemption for 3/4 accidental disability pension (on the job incurred)

   By joel, April 22, 2005
   • 2 replies
   • 1.3k views
   • 
   • JAY21
   • April 22, 2005

10. Tax Max Cushion Amount

    By dan.jock, December 12, 2016
    • 5 replies
    • 1.3k views
    • 
    • Effen
    • December 14, 2016

11. Tax Max under IRC 404(a)(1)(D)

    By Guest meggie, August 3, 2001
    • 3 replies
    • 2k views
    • 
    • david rigby
    • August 3, 2001

12. Tax on 401(a) DB payments

    By Guest herronisland, May 15, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2002

13. Tax on reversions per Section 4980 -- Handling unallocated amounts until termination of a replacement plan

    By Draper55, December 29, 2020
    • 5 replies
    • 961 views
    • 
    • Dave Baker
    • December 31, 2020

14. Tax Return has been filed but contribution has not been fully made

    By truphao, April 6, 2023
    • 5 replies
    • 795 views
    • 
    • truphao
    • April 13, 2023

15. tax-exempt entity pension plans

    By Guest taxgurl, May 15, 2003
    • 0 replies
    • 877 views
    • 
    • Guest
    • May 15, 2003

16. Taxable Wage Base

    By Guest mich823, November 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • November 19, 2001

17. Taxation of Disability Benefits

    By flosfur, May 15, 2008
    • 6 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 19, 2008

18. Taxation of Pension Benefits Paid to Foreign Professional Athletes

    By CaliBen, May 7, 2010
    • 0 replies
    • 873 views
    • 
    • CaliBen
    • May 7, 2010

19. Technical Corrections Bill

    By Guest RMPension, December 19, 2008
    • 8 replies
    • 1.6k views
    • 
    • tymesup
    • December 27, 2008

20. Technical Corrections Bill Passed

    By JAY21, January 8, 2008
    • 2 replies
    • 1k views
    • 
    • JAY21
    • January 8, 2008

21. Term Certain Annuity and RMD

    By AF2019, August 26, 2019
    • 6 replies
    • 1.5k views
    • 
    • Big Tuna
    • August 30, 2019

22. Term cost of death benefit as part of minimum required contribution

    By Guest saeissler, June 13, 2005
    • 6 replies
    • 1.3k views
    • 
    • could be me maybe not
    • June 15, 2005

23. Term DB Start CB

    By Cloudy, June 3, 2016
    • 2 replies
    • 841 views
    • 
    • Effen
    • June 5, 2016

24. Termed DB plan finds old money

    By Guest JMar, April 3, 2008
    • 8 replies
    • 1.1k views
    • 
    • Guest
    • April 6, 2008

25. Terminate a CB Plan and Set Up Another One Right Away

    By emmetttrudy, October 25, 2012
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • October 30, 2012

26. Terminated DB

    By Dougsbpc, January 5, 2018   

    • year of deduction
    • 3 replies
    • 896 views
    • 
    • Mike Preston
    • January 5, 2018

27. Terminated Db And Top Heavy After Egtrra

    By mwyatt, March 27, 2003
    • 11 replies
    • 1.7k views
    • 
    • mwyatt
    • May 16, 2003

28. Terminated DB Plan

    By Dougsbpc, February 16, 2018   

    • timing of distributions
    • 8 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • February 16, 2018

29. Terminated DB Plan

    By Lorraine Dorsa, February 16, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 1999

30. Terminated DB plan - effect on 415

    By Belgarath, November 21, 2013
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • November 21, 2013

31. Terminated DB plan gets more money

    By Guest DIY, October 26, 2006
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • October 27, 2006

32. Terminated DB Plan Participant Still Waiting After 12+ Months – No Communication, No Distribution Timeline

    By DR245, September 26
    • 10 replies
    • 2.5k views
    • 
    • AKowalski
    • September 29

33. Terminated DB plan pre PPA

    By Guest ICannotDiscloseMyIdentity, March 28, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • April 1, 2011

34. Terminated DBP distributes prior to end of PBGC 60-day review period

    By Trekker, May 1, 2007
    • 7 replies
    • 2.8k views
    • 
    • AndyH
    • May 2, 2007

35. terminated defined benefit plan with asset loss on an investment-what

    By thepensionmaven, December 11, 1999
    • 5 replies
    • 1.9k views
    • 
    • Dowist
    • December 16, 1999

36. Terminated EE in non-SH no TH combo plans gets Cash Balance Accrual

    By CharlesLeggette, February 24, 2016
    • 2 replies
    • 752 views
    • 
    • AndyH
    • February 25, 2016

37. Terminated Employee Entitled to excess assets?

    By Dougsbpc, August 15, 2024
    • 4 replies
    • 961 views
    • 
    • truphao
    • August 16, 2024

38. Terminated Participant

    By thepensionmaven, July 7, 2022
    • 2 replies
    • 599 views
    • 
    • CuseFan
    • July 7, 2022

39. Terminated participant and rehiring

    By cdavis25, July 16, 2013
    • 7 replies
    • 3.4k views
    • 
    • cdavis25
    • July 17, 2013

40. Terminated Participant beyond Normal Retirement Age

    By YankeeFan, April 11, 2013
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • April 11, 2013

41. Terminated Pension now with F&G showing incorrect "Early Retirement Date."

    By Dianna912, January 24, 2024
    • 18 replies
    • 1.7k views
    • 
    • MrAnnuity
    • February 27, 2024

42. Terminated Plan and Change of Plan Year

    By Dougsbpc, July 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2004

43. Terminated Plan and Plan Amendments

    By J. Bringhurst, February 28, 2005
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • March 1, 2005

44. Terminated Plan and RMD

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

45. Terminated Plan Underfunded and one former owner is terminated

    By emmetttrudy, January 4, 2013
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • January 4, 2013

46. Terminated Plan Valuation Date Change

    By SRM, October 15, 2003
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 16, 2003

47. terminated plan, last participant not responding

    By AlbanyConsultant, August 27, 2014
    • 19 replies
    • 3.4k views
    • 
    • My 2 cents
    • December 11, 2014

48. Terminated vesteds in cash balance valuation

    By Draper55, January 28, 2020
    • 1 reply
    • 555 views
    • 
    • Mike Preston
    • January 28, 2020

49. Terminating - unresponsive participants

    By Lou81, September 5, 2024
    • 2 replies
    • 796 views
    • 
    • Lou81
    • September 5, 2024

50. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.7k views
    • 
    • LRC
    • July 26, 2018