Defined Benefit Plans, Including Cash Balance

7,158 topics in this forum

1. Vesting after plan freeze

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

2. Vesting after plan merger

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

3. Vesting and Credited Service in Controlled Group

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

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

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

5. Vesting at termination

   By ombskid, October 29, 2009
   • 4 replies
   • 2.2k views
   • 
   • ScottR
   • November 7, 2009

6. Vesting CB/PSP Combo Plan

   By Guest John Nelson, September 21, 2007
   • 10 replies
   • 2.7k views
   • 
   • tymesup
   • September 21, 2007

7. Vesting credit for partial year of employment

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

8. Vesting Due To Company Sale/Forced Terminations

   By Stash026, June 9, 2021
   • 12 replies
   • 1.9k views
   • 
   • Stash026
   • July 13, 2021

9. Vesting in Cash Balance Plans

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

10. Vesting in CB plan

    By JanetM, March 1, 2007
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2007

11. Vesting on new DB Plan

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

12. Vesting on Plan Termination - revisited

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

13. Vesting Schedule Amendment

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

14. Vesting Service Question

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

15. Vesting Upon Plan Termination

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

16. Vesting upon plan termination

    By Blinky the 3-eyed Fish, August 12, 2004
    • 31 replies
    • 15.8k views
    • 
    • mandiev4
    • December 15, 2015

17. Vesting upon soft freeze

    By dmb, November 13, 2006
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • November 24, 2006

18. Vesting Upon Termination of DB Plan

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

19. Vesting with new plan (have another plan)

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

20. violation of 404(c)?

    By joel, May 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2003

21. Violation of Exclusive Benefit Rule?

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

22. 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

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

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

24. Voluntary Contributions

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

25. Voluntary Contributions Cause 415 excess

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

26. Voluntary Contributions to DB Plans

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

27. 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

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

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

29. Voluntary Service Crediting for Period of Lay-Off

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

30. Voluntary Vs Deemed Waiver

    By Guest DBStudentAct, August 30, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • August 30, 2010

31. Voluntary/Mandatory Contributions

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

32. W-2 Compensation

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

33. W-2 Retirement Plan Box

    By RCK, June 25, 2001
    • 14 replies
    • 7k views
    • 
    • RCK
    • June 27, 2001

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

    By flosfur, November 11, 2006
    • 9 replies
    • 61.2k views
    • 
    • Guest
    • November 17, 2006

35. W-2's and 1099's

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

36. 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

37. Waiting gap between old plan and new plan

    By HKSUN, June 10, 2020
    • 8 replies
    • 1.4k views
    • 
    • Effen
    • June 11, 2020

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

    By richard, November 11, 1998
    • 1 reply
    • 3k views
    • 
    • Alonzo
    • November 11, 1998

39. waiver of accrued benefit

    By Guest lip, April 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • ScottR
    • April 16, 2009

40. Waiver of Benefits

    By Madison71, May 8, 2013
    • 4 replies
    • 4.6k views
    • 
    • Doghouse
    • May 9, 2013

41. Waiver of Benefits

    By Gary, February 17, 2009
    • 20 replies
    • 6.7k views
    • 
    • Mike Preston
    • December 23, 2016

42. Waiver of Benefits Sample Form Needed

    By nancy, December 4, 2003
    • 8 replies
    • 6.1k views
    • 
    • Mike Preston
    • December 5, 2003

43. Waiver of Benefits under a DB Plan

    By Guest EMM118, October 2, 2006
    • 7 replies
    • 2.1k views
    • 
    • SteveH
    • October 3, 2006

44. Waiver of Benefits under a DB Plan

    By Guest EMM118, September 8, 2006
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • September 8, 2006

45. waiver of benefits upon lplan termination

    By thepensionmaven, April 9, 2008
    • 20 replies
    • 5.2k views
    • 
    • Mike Preston
    • April 18, 2008

46. Waiver of Funding Deficiency and the AFR

    By Guest dmdoug, November 3, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 3, 2004

47. Waiver of IRS LOD Filing Fee and startup plan tax credit

    By CharlesLeggette, August 1, 2013
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • August 1, 2013

48. Waiver of JS in 1994

    By Guest SMazliah, October 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 16, 2001

49. Waiver of Minimum Funding Standard

    By LIBOR, February 26, 2004
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • February 27, 2004

50. Waiver of Participation

    By Guest pension222, November 12, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 12, 2002