Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Transfer assets from a 401(k) Plan to a DB Plan

   By emmetttrudy, September 15, 2009
   • 3 replies
   • 1.6k views
   • 
   • emmetttrudy
   • September 16, 2009

2. Transfer between DB Plans

   By Guest AEA, July 1, 2003
   • 5 replies
   • 1.6k views
   • 
   • AndyH
   • July 2, 2003

3. transfer of defined benefit plan assets to defined contribution plan

   By Guest JBeck, January 31, 2000
   • 0 replies
   • 2k views
   • 
   • Guest
   • January 31, 2000

4. Transfer of excess plan assets

   By Guest MAP, January 29, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 29, 2001

5. Transfer of Pension Surplus to DC Plan

   By SadieJane, October 5, 2023
   • 4 replies
   • 1.1k views
   • 
   • Bill Presson
   • October 6, 2023

6. Transfer of Plan Sponsor Prior to Stock Sale of Current Sponsor

   By WestCoast, August 30, 2012
   • 0 replies
   • 967 views
   • 
   • WestCoast
   • August 30, 2012

7. Transfer of Plan Sponsorship within Control Group

   By CuseFan, October 2, 2019
   • 0 replies
   • 766 views
   • 
   • CuseFan
   • October 2, 2019

8. Transfer/purchase of service credits between governmental plans

   By Belgarath, October 23, 2015
   • 2 replies
   • 724 views
   • 
   • AndyH
   • October 26, 2015

9. Transferring benefits from a defined benefit plan to a defined contrib

   By Guest nlepk, May 17, 2001
   • 3 replies
   • 1.5k views
   • 
   • AndyH
   • May 17, 2001

10. transfers amount defined benefit plans

    By LIBERTYKID, July 29, 2002
    • 0 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • July 29, 2002

11. Transitioanl Segment Rates for Valuation

    By flosfur, February 2, 2009
    • 1 reply
    • 833 views
    • 
    • SoCalActuary
    • February 2, 2009

12. Transition Credits and Non-Discrimination

    By Guest JimmyP, September 7, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2001

13. Transition Relief under Technical Corrections

    By AndyH, January 9, 2009
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • January 9, 2009

14. Transition to GATT lump sums

    By nancy, December 29, 1999
    • 34 replies
    • 7k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

15. Treasury rates

    By david rigby, March 23, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2001

16. Treatment of Funding Deficiency

    By AndyH, April 10, 2009
    • 14 replies
    • 3k views
    • 
    • dmb
    • June 30, 2009

17. Treatment of Life Insurance Premiums Under PPA

    By Guest s.c.semler, August 16, 2010
    • 3 replies
    • 1.1k views
    • 
    • FAPInJax
    • August 18, 2010

18. treatment of terminations within a year of the "termination date"

    By Guest nrnahat, May 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • ak2ary
    • May 23, 2008

19. Treatment of Unvested in Multiemployer Plan Withdrawal

    By Jaeded, January 20, 2022
    • 3 replies
    • 750 views
    • 
    • Lou S.
    • January 21, 2022

20. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 2, 2009

21. troubled plan

    By Gary, June 30, 2012
    • 1 reply
    • 1k views
    • 
    • tuni88
    • June 30, 2012

22. Trust Beneficiaries Want Remainder of 10 year DB Annuity Directly Paid

    By Guest mmaggs, February 7, 2013
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2013

23. Trust named as beneficiary for post retirement death benefits

    By Belgarath, June 18, 2019
    • 19 replies
    • 3.2k views
    • 
    • Belgarath
    • June 21, 2019

24. Trust outstanding checks

    By Guest Nautical, June 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 28, 2004

25. Trust Tax ID Number

    By Guest mingblue, February 9, 2007
    • 8 replies
    • 5k views
    • 
    • mwyatt
    • February 10, 2007

26. Trustee decisions final & binding

    By Guest sidalee1, January 25, 2006
    • 4 replies
    • 1.2k views
    • 
    • Effen
    • January 26, 2006

27. Trustee denying a claim

    By Guest jfreeborn, February 1, 2010
    • 9 replies
    • 2k views
    • 
    • RCK
    • March 9, 2010

28. Trustee Expense Policy

    By Guest ooota, July 22, 2003
    • 7 replies
    • 2.6k views
    • 
    • david rigby
    • July 28, 2003

29. Trustee never accepted appointment - now what?

    By t.haley, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 3, 2016

30. Trying to understand DB calcs....

    By K-t-F, January 28, 2004
    • 6 replies
    • 1.9k views
    • 
    • Effen
    • January 31, 2004

31. Turnover Table

    By Guest Marino13, November 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 5, 2003

32. Turnover table

    By FAPInJax, July 30, 2004
    • 7 replies
    • 3.2k views
    • 
    • AndyH
    • November 28, 2014

33. TV DB participant request for information

    By Guest ArrowMatt, December 19, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • December 19, 2003

34. Two non-discriminatory amendments

    By Dougsbpc, July 13, 2014
    • 4 replies
    • 1.1k views
    • 
    • Dougsbpc
    • July 14, 2014

35. Two Normal Retirement Ages for Same Participant?

    By Übernerd, May 5, 2009
    • 3 replies
    • 1.2k views
    • 
    • Übernerd
    • May 5, 2009

36. two plan top heavy question

    By himt4, January 11, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 11, 2007

37. Two Plans - DB and DC - Combined Loan Limit

    By emmetttrudy, April 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • emmetttrudy
    • April 5, 2011

38. Two rollovers to wife's IRA

    By SSRRS, August 7, 2023
    • 2 replies
    • 505 views
    • 
    • SSRRS
    • August 7, 2023

39. Two wives...one retirement benefit

    By mal, September 10, 2013   

    • Participant married twice
    • 7 replies
    • 3.2k views
    • 
    • MoJo
    • September 11, 2013

40. Uncashed Pension Checks

    By poisnivey, November 14, 2018   

    • pension
    • checks
    • (and 2 more)

      Tagged with:

      • pension
      • checks
      • uncashed
      • non responsive participant
    • 2 replies
    • 1k views
    • 
    • Doc Ument
    • November 14, 2018

41. Undeducted Contributions Upon Plan Termination

    By Guest DCquestioner, September 17, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2008

42. Under 100 participants for DRC

    By Guest Chamelnix, February 14, 2003
    • 1 reply
    • 923 views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2003

43. UNDER FUNDED PBGC Lumpsum Restriction

    By Guest DORIGHT, August 24, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 24, 2009

44. Under funded terminating DB plan

    By Guest RSNOW, July 23, 2003
    • 15 replies
    • 4.1k views
    • 
    • KJohnson
    • July 25, 2003

45. Under withheld pretax deductions for prior years

    By BN12, April 16
    • 2 replies
    • 1.1k views
    • 
    • cathyw
    • April 18

46. underfunded DB and deferred comp plan limits

    By DMcGovern, April 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • April 16, 2009

47. Underfunded DB Plan

    By JAY21, August 29, 2006
    • 6 replies
    • 1.7k views
    • 
    • ak2ary
    • September 1, 2006

48. Underfunded DB Plan

    By nancy, January 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • FAPInJax
    • January 28, 2004

49. Underfunded DB plan termination; can family members of business owners waive their benefits, too?

    By Dougsbpc, September 22, 2003
    • 1 reply
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2003

50. Underfunded DB Plan/Payment of Unrestricted Amount

    By Guest, May 17, 2001
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • June 17, 2002