Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Terminated Participant beyond Normal Retirement Age

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

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

   By Dianna912, January 24, 2024
   • 18 replies
   • 1.9k views
   • 
   • MrAnnuity
   • February 27, 2024

3. 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

4. Terminated Plan and Plan Amendments

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

5. Terminated Plan and RMD

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

6. Terminated Plan Underfunded and one former owner is terminated

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

7. Terminated Plan Valuation Date Change

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

8. terminated plan, last participant not responding

   By AlbanyConsultant, August 27, 2014
   • 19 replies
   • 3.5k views
   • 
   • My 2 cents
   • December 11, 2014

9. Terminated vesteds in cash balance valuation

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

10. Terminating - unresponsive participants

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

11. Terminating 412i plan - question

    By Guest jc1457, July 16, 2010
    • 28 replies
    • 8.8k views
    • 
    • LRC
    • July 26, 2018

12. Terminating a DB Plan to open a CB Plan

    By metsfan026, October 26, 2023
    • 4 replies
    • 868 views
    • 
    • Jakyasar
    • October 26, 2023

13. Terminating a defined benefit plan

    By Guest JPotosky, July 19, 2001
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 1, 2001

14. Terminating a fully funded DB plan, and

    By katieinny, October 2, 2008
    • 8 replies
    • 1.9k views
    • 
    • Jim Norman
    • October 9, 2008

15. Terminating a non-PBGC covered DB Plan with insufficient assets

    By himt4, November 4, 2004
    • 9 replies
    • 3.7k views
    • 
    • JAY21
    • November 8, 2004

16. Terminating a PBGC-covered 412(i) Plan

    By Guest Carol the Writer, July 28, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 28, 2006

17. Terminating a PBGC-covered 412(i) Plan

    By Guest Carol the Writer, May 25, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2006

18. Terminating an underfunded DB plan.

    By Guest, November 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 29, 2000

19. Terminating Cash Balance Plan - Contribution Obligation

    By metsfan026, July 22, 2022
    • 11 replies
    • 1.5k views
    • 
    • Nate S
    • July 25, 2022

20. Terminating DB Plan

    By Guest Bob Lees, April 20, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 20, 2012

21. Terminating DB plan

    By Guest Doogie61, November 9, 2009
    • 5 replies
    • 1.9k views
    • 
    • JAY21
    • November 10, 2009

22. Terminating DB Plan

    By Hoard1, March 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • Hoard1
    • March 2, 2000

23. Terminating DB Plan - Annuity for Retiree

    By ConnieStorer, May 6, 2015   

    • Annuity purchase
    • current retiree
    • 12 replies
    • 1.9k views
    • 
    • My 2 cents
    • May 7, 2015

24. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex, October 12, 2023
    • 4 replies
    • 2.1k views
    • 
    • fmsinc
    • October 12, 2023

25. Terminating DB Plan - lump sum window

    By waid10, January 27, 2015   

    • termination
    • lump sum
    • (and 2 more)

      Tagged with:

      • termination
      • lump sum
      • window
      • active participants
    • 3 replies
    • 3.5k views
    • 
    • My 2 cents
    • January 28, 2015

26. Terminating DB Plan & funding issues

    By Guest liljunebug, March 14, 2008
    • 2 replies
    • 971 views
    • 
    • Mike Preston
    • March 14, 2008

27. Terminating DB Plan & Opening A New One

    By metsfan026, May 23, 2024
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 23, 2024

28. Terminating DB Plan and Cycle 3 Restatements

    By John314, May 16, 2023
    • 0 replies
    • 649 views
    • 
    • John314
    • May 16, 2023

29. terminating DB Plan and establishing 403(b) plan

    By Guest nadiarott, November 16, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2004

30. Terminating DB Plan Missing Participants

    By bvhea, December 6, 2005
    • 0 replies
    • 1.1k views
    • 
    • bvhea
    • December 6, 2005

31. Terminating DB plan offering lump sums to retirees. What about spousa

    By david rigby, November 10, 1999
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • September 12, 2011

32. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 2k views
    • 
    • david rigby
    • May 17, 2012

33. Terminating Defined Benefit Plan

    By Guest JBY, February 23, 2010
    • 12 replies
    • 2k views
    • 
    • dmb
    • February 24, 2010

34. Terminating floor offset DB plan with excess assets - PBGC termination

    By Jakyasar, June 20, 2025
    • 9 replies
    • 2.9k views
    • 
    • Calavera
    • June 23, 2025

35. Terminating one person Non-PBGC DB Plan

    By AdKu, September 7, 2016   

    • Terminating one person Non-PB
    • 4 replies
    • 1.3k views
    • 
    • AdKu
    • September 8, 2016

36. Terminating One Plan To Open Another...

    By metsfan026, October 4, 2021
    • 2 replies
    • 578 views
    • 
    • CuseFan
    • October 4, 2021

37. Terminating PBGC Covered Cash Balance Plan

    By ac, January 13, 2022
    • 5 replies
    • 772 views
    • 
    • Bri
    • January 13, 2022

38. Terminating Plan

    By abanky, August 11, 2011
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • August 12, 2011

39. terminating plan

    By jane murray, January 10, 2018
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 10, 2018

40. terminating plan - election form content and timing question

    By mariemonroe, February 6, 2009
    • 5 replies
    • 2k views
    • 
    • Effen
    • February 6, 2009

41. Terminating Plan & Change of Val Date to BOY

    By flosfur, December 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 10, 2004

42. Terminating Plan Document Update

    By Blinky the 3-eyed Fish, June 20, 2003
    • 8 replies
    • 1.3k views
    • 
    • mwyatt
    • June 23, 2003

43. Terminating Plan maximum contribution

    By Guest RBlaine, March 25, 2009
    • 0 replies
    • 850 views
    • 
    • Guest
    • March 25, 2009

44. Terminating Qualified Replacement Plan

    By Monica Barnard, June 24, 2017
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • July 6, 2017

45. Terminating Underfunded DB Plan

    By JBones, August 2, 2010
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • August 3, 2010

46. Termination - waiving benefit

    By MGOAdmin, February 23, 2015   

    • termination
    • waiving
    • (and 2 more)

      Tagged with:

      • termination
      • waiving
      • benefit
      • underfunded
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • February 23, 2015

47. Termination Approval

    By Guest jimmybeau, May 29, 2008
    • 11 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • May 29, 2008

48. Termination Calculations-Benefits reduced?

    By Guest DBStudentAct, March 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 3, 2010

49. Termination date and Accrual of benefit

    By flosfur, July 5, 2005
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 6, 2005

50. Termination Liability in Cash Balance Plan

    By Pension RC, November 3, 2016
    • 6 replies
    • 1.7k views
    • 
    • My 2 cents
    • November 7, 2016