Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Terminating a DB Plan to open a CB Plan

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

2. Terminating a defined benefit plan

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

3. Terminating a fully funded DB plan, and

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

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

   By himt4, November 4, 2004
   • 9 replies
   • 3.6k views
   • 
   • JAY21
   • November 8, 2004

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

   By Guest Carol the Writer, July 28, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 28, 2006

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

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

7. Terminating an underfunded DB plan.

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

8. Terminating Cash Balance Plan - Contribution Obligation

   By metsfan026, July 22, 2022
   • 11 replies
   • 1.4k views
   • 
   • Nate S
   • July 25, 2022

9. Terminating DB Plan

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

10. Terminating DB plan

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

11. Terminating DB Plan

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

12. 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

13. Terminating DB Plan - Divorced Participant in Pay Status

    By Wessex, October 12, 2023
    • 4 replies
    • 1.9k views
    • 
    • fmsinc
    • October 12, 2023

14. 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
    • 3.4k views
    • 
    • My 2 cents
    • January 28, 2015

15. Terminating DB Plan & funding issues

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

16. Terminating DB Plan & Opening A New One

    By metsfan026, May 23, 2024
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 23, 2024

17. Terminating DB Plan and Cycle 3 Restatements

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

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

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

19. Terminating DB Plan Missing Participants

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

20. 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

21. terminating DB plan with mortgage

    By doombuggy, May 14, 2012
    • 8 replies
    • 1.9k views
    • 
    • david rigby
    • May 17, 2012

22. Terminating Defined Benefit Plan

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

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

    By Jakyasar, June 20
    • 9 replies
    • 2k views
    • 
    • Calavera
    • June 23

24. 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

25. Terminating One Plan To Open Another...

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

26. Terminating PBGC Covered Cash Balance Plan

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

27. Terminating Plan

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

28. terminating plan

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

29. terminating plan - election form content and timing question

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

30. Terminating Plan & Change of Val Date to BOY

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

31. Terminating Plan Document Update

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

32. Terminating Plan maximum contribution

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

33. Terminating Qualified Replacement Plan

    By Monica Barnard, June 24, 2017
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • July 6, 2017

34. Terminating Underfunded DB Plan

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

35. 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

36. Termination Approval

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

37. Termination Calculations-Benefits reduced?

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

38. Termination date and Accrual of benefit

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

39. Termination Liability in Cash Balance Plan

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

40. Termination of a 412(i) plan

    By Guest Brickbat, December 1, 2005
    • 8 replies
    • 4.2k views
    • 
    • Guest
    • December 2, 2005

41. Termination of a Frozen Defined Benefit Pension Plan with Excess Asets

    By Guest David B, November 5, 2014
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 2014

42. Termination of an Underfunded DB Plan

    By Guest Gary A. Luing, September 4, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • September 4, 2003

43. Termination of Cash Balance

    By thepensionmaven, February 4, 2020
    • 1 reply
    • 466 views
    • 
    • Mike Preston
    • February 5, 2020

44. Termination of Cash Balance Plan

    By thepensionmaven, February 22, 2020
    • 9 replies
    • 2.5k views
    • 
    • Hojo
    • February 25, 2020

45. Termination of Cash Balance Plan

    By thepensionmaven, February 9, 2012
    • 6 replies
    • 6.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012

46. Termination of CB Plan - employee help

    By Bb248, November 2, 2021
    • 3 replies
    • 571 views
    • 
    • Effen
    • November 2, 2021

47. Termination of DB Plan / Qualified Replacement Plan

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • November 1, 2006

48. Termination of DB Plan Insufficient Assets

    By LIBERTYKID, February 23, 2012
    • 2 replies
    • 1k views
    • 
    • Effen
    • February 23, 2012

49. Termination of DB Plan that hasn't paid premiums in 24 years.

    By Lori Foresz, April 7, 2004
    • 9 replies
    • 2.6k views
    • 
    • WDIK
    • April 9, 2004

50. Termination of Enrolled Actuary

    By Effen, August 21, 2003
    • 6 replies
    • 2.9k views
    • 
    • WDIK
    • August 22, 2003