Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Takeover plan only has a few past SSA's

   By Jim Chad, December 19, 2017
   • 11 replies
   • 1.8k views
   • 
   • ESOP Guy
   • December 27, 2017

2. Takeover plan with a 401(a)(26) failure

   By Blinky the 3-eyed Fish, February 17, 2003
   • 5 replies
   • 1.3k views
   • 
   • Mike Preston
   • February 18, 2003

3. Takeover plan; change in funding method that must be disclosed?

   By Guest, October 24, 2000
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • October 24, 2000

4. Takeover Valuation and Timing

   By abanky, October 25, 2010
   • 4 replies
   • 1.4k views
   • 
   • My 2 cents
   • October 29, 2010

5. Takeover with Insurance

   By JBones, December 2, 2010
   • 0 replies
   • 906 views
   • 
   • JBones
   • December 2, 2010

6. Takeover/change in actuary

   By dmb, November 29, 2005
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • December 3, 2005

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

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

8. Taking over services

   By Guest Ricky, September 14, 2004
   • 5 replies
   • 1.5k views
   • 
   • david rigby
   • September 14, 2004

9. Taking the Actuary Exams - need help starting

   By VincentBocchinfuso CPC, November 19, 2009
   • 14 replies
   • 2.4k views
   • 
   • VincentBocchinfuso CPC
   • November 25, 2009

10. Taking two tax deductions in one plan year.

    By Guest TracyAndrews, February 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • LIBOR
    • February 10, 2001

11. Target Normal Cost

    By emmetttrudy, October 30, 2009
    • 5 replies
    • 2.8k views
    • 
    • FAPInJax
    • November 3, 2009

12. Target normal cost

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

13. Target Normal Cost

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

14. 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

15. 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

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

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

17. Target Replacement Rates in DB Plans

    By Guest woodward618, February 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 2, 2004

18. Tax Credit (SECURE Act)

    By Dobber, January 2, 2020
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • January 2, 2020

19. Tax Deductibility = "Fast"?

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

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

    By joel, April 22, 2005
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • April 22, 2005

21. Tax Max Cushion Amount

    By dan.jock, December 12, 2016
    • 5 replies
    • 1.4k views
    • 
    • Effen
    • December 14, 2016

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

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

23. Tax on 401(a) DB payments

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

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

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

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

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

26. tax-exempt entity pension plans

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

27. Taxable Wage Base

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

28. Taxation of Disability Benefits

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

29. Taxation of Pension Benefits Paid to Foreign Professional Athletes

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

30. Technical Corrections Bill

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

31. Technical Corrections Bill Passed

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

32. Term Certain Annuity and RMD

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

33. 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

34. Term DB Start CB

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

35. Termed DB plan finds old money

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

36. 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

37. Terminated DB

    By Dougsbpc, January 5, 2018   

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

38. Terminated Db And Top Heavy After Egtrra

    By mwyatt, March 27, 2003
    • 11 replies
    • 1.8k views
    • 
    • mwyatt
    • May 16, 2003

39. Terminated DB Plan

    By Dougsbpc, February 16, 2018   

    • timing of distributions
    • 8 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • February 16, 2018

40. Terminated DB Plan

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

41. Terminated DB plan - effect on 415

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

42. Terminated DB plan gets more money

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

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

    By DR245, September 26, 2025
    • 10 replies
    • 2.8k views
    • 
    • AKowalski
    • September 29, 2025

44. Terminated DB plan pre PPA

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

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

    By Trekker, May 1, 2007
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • May 2, 2007

46. 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

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

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

48. Terminated Employee Entitled to excess assets?

    By Dougsbpc, August 15, 2024
    • 4 replies
    • 1k views
    • 
    • truphao
    • August 16, 2024

49. Terminated Participant

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

50. Terminated participant and rehiring

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