Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Variable Income DB Plans

   By PKB2055, March 21, 2023
   • 4 replies
   • 761 views
   • 
   • PKB2055
   • April 19, 2023

2. Variable Rate Premiums

   By Guest Astro, January 25, 2006
   • 2 replies
   • 1.2k views
   • 
   • SoCalActuary
   • January 26, 2006

3. Variable Rate Premiums

   By Guest jazzy, September 4, 2003
   • 4 replies
   • 1k views
   • 
   • Effen
   • September 5, 2003

4. Verification that retirees are still living

   By ScottR, July 8, 2009
   • 5 replies
   • 1.2k views
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   • Andy the Actuary
   • July 9, 2009

5. Verifying Retirees are not Deceased

   By emmetttrudy, February 15, 2012
   • 4 replies
   • 1.4k views
   • 
   • emmetttrudy
   • February 15, 2012

6. Very high paid HCE, terminates, under 3 years and 401(a)(17) limit

   By John Feldt ERPA CPC QPA, April 9, 2021
   • 3 replies
   • 537 views
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   • John Feldt ERPA CPC QPA
   • April 13, 2021

7. Vested lump sum calculations

   By FAPInJax, November 15, 2007
   • 2 replies
   • 1.3k views
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   • tymesup
   • November 20, 2007

8. Vested Participant does not think they are eligible - Multiemployer pension plan

   By Robert B, August 8, 2024
   • 2 replies
   • 614 views
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   • Effen
   • August 8, 2024

9. Vested Terminations with Early Retirement Factors

   By jwb0323, December 29, 2015
   • 3 replies
   • 1.5k views
   • 
   • My 2 cents
   • December 30, 2015

10. vested?

    By Guest mikeak, September 6, 2002
    • 4 replies
    • 1.4k views
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    • RTK
    • September 6, 2002

11. Vesting / Accrued Benefit

    By luissaha, June 1, 2016
    • 9 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 2, 2016

12. Vesting & Plan Termination

    By metsfan026, November 3, 2023
    • 7 replies
    • 1.2k views
    • 
    • Bird
    • November 7, 2023

13. Vesting after plan freeze

    By Gary, July 20, 2009
    • 3 replies
    • 2.4k views
    • 
    • Andy the Actuary
    • July 22, 2009

14. Vesting after plan merger

    By nancy, March 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • March 7, 2001

15. Vesting and Credited Service in Controlled Group

    By Guest wwest, September 13, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 13, 1999

16. Vesting and eligibility involving merged companies and merged DB plans

    By gle3186, January 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • gle3186
    • January 14, 2005

17. Vesting at termination

    By ombskid, October 29, 2009
    • 4 replies
    • 2.3k views
    • 
    • ScottR
    • November 7, 2009

18. Vesting CB/PSP Combo Plan

    By Guest John Nelson, September 21, 2007
    • 10 replies
    • 2.8k views
    • 
    • tymesup
    • September 21, 2007

19. Vesting credit for partial year of employment

    By Guest meggie, March 14, 2001
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • March 29, 2001

20. Vesting Due To Company Sale/Forced Terminations

    By Stash026, June 9, 2021
    • 12 replies
    • 2k views
    • 
    • Stash026
    • July 13, 2021

21. Vesting in Cash Balance Plans

    By zimbo, March 19, 2008
    • 3 replies
    • 4k views
    • 
    • zimbo
    • March 19, 2008

22. Vesting in CB plan

    By JanetM, March 1, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2007

23. Vesting on new DB Plan

    By Craig Garner, May 25, 2007
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 25, 2007

24. Vesting on Plan Termination - revisited

    By flosfur, October 29, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • November 1, 2005

25. Vesting Schedule Amendment

    By Gary, February 20, 2007
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • February 20, 2007

26. Vesting Service Question

    By tuni88, February 11, 2015
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • February 11, 2015

27. Vesting Upon Plan Termination

    By Guest Texas_Acty, February 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 16, 2006

28. Vesting upon plan termination

    By Blinky the 3-eyed Fish, August 12, 2004
    • 31 replies
    • 15.9k views
    • 
    • mandiev4
    • December 15, 2015

29. Vesting upon soft freeze

    By dmb, November 13, 2006
    • 6 replies
    • 5.4k views
    • 
    • Guest
    • November 24, 2006

30. Vesting Upon Termination of DB Plan

    By Scott, July 11, 2002
    • 3 replies
    • 3.5k views
    • 
    • mwyatt
    • July 12, 2002

31. Vesting with new plan (have another plan)

    By Dinosaur, May 31, 2011
    • 5 replies
    • 1.3k views
    • 
    • SoCalActuary
    • May 31, 2011

32. violation of 404(c)?

    By joel, May 22, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2003

33. Violation of Exclusive Benefit Rule?

    By AHPension, March 7, 2014
    • 1 reply
    • 1.9k views
    • 
    • My 2 cents
    • March 7, 2014

34. Violation of SH mid-year change rules? Adding a 2013 DB plan, DC SH already in place

    By justanotheradmin, December 6, 2013   

    • Safe harbor
    • combination plan
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • combination plan
      • mid-year change
    • 4 replies
    • 1.7k views
    • 
    • justanotheradmin
    • December 9, 2013

35. Voluntary Compliance w/r/t a 412i plan

    By Gary, December 9, 2006
    • 0 replies
    • 1.3k views
    • 
    • Gary
    • December 9, 2006

36. Voluntary Contributions

    By luissaha, December 4, 2015
    • 6 replies
    • 2k views
    • 
    • My 2 cents
    • December 8, 2015

37. Voluntary Contributions Cause 415 excess

    By thepensionmaven, August 20, 2019
    • 1 reply
    • 468 views
    • 
    • Lou S.
    • August 20, 2019

38. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 26, 2003
    • 0 replies
    • 882 views
    • 
    • Guest
    • June 26, 2003

39. Voluntary Employee Contributions in Defined Benefit PlansCan they be spun off to a separate plan?

    By Guest rocnrols2, October 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 28, 2003

40. Voluntary Reduction of 411(d)(6) Benefits...

    By Fielding Mellish, April 23, 2014
    • 9 replies
    • 1.5k views
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    • Effen
    • April 24, 2014

41. Voluntary Service Crediting for Period of Lay-Off

    By BTG, November 4, 2020
    • 7 replies
    • 1.3k views
    • 
    • BTG
    • November 5, 2020

42. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct, August 30, 2010
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • August 30, 2010

43. Voluntary/Mandatory Contributions

    By Guest SCHAEFM2, May 14, 2003
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • May 15, 2003

44. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • July 13, 2011

45. W-2 Retirement Plan Box

    By RCK, June 25, 2001
    • 14 replies
    • 7.1k views
    • 
    • RCK
    • June 27, 2001

46. W-2 wages Vs. Section 3401(a) wages

    By flosfur, November 11, 2006
    • 9 replies
    • 61.7k views
    • 
    • Guest
    • November 17, 2006

47. W-2's and 1099's

    By Jilliandiz, June 20, 2006
    • 2 replies
    • 1.7k views
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    • JanetM
    • June 20, 2006

48. Wages for Sole Proprietor

    By Blinky the 3-eyed Fish, December 31, 2003
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • January 5, 2004

49. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.5k views
    • 
    • Effen
    • June 11, 2020

50. Waiting period for lump sum reduced from 30 days to 7 days

    By richard, November 11, 1998
    • 1 reply
    • 3.1k views
    • 
    • Alonzo
    • November 11, 1998