Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Beneficiary under 404(a)(7)

   By Guest pension222, August 27, 2003
   • 8 replies
   • 1.3k views
   • 
   • Guest
   • August 28, 2003

2. Beneficiary Wants to Refuse Proceeds

   By Guest Mary Anna T. McCoy, CEBS, May 9, 2008
   • 2 replies
   • 1k views
   • 
   • masteff
   • May 9, 2008

3. benefit accrual

   By Guest lip, April 17, 2008
   • 8 replies
   • 1.6k views
   • 
   • mwyatt
   • April 23, 2008

4. Benefit Accrual - Different Methods

   By MGOAdmin, July 23, 2014   

   • Cash Balanace
   • benefit
   • (and 1 more)

     Tagged with:

     • Cash Balanace
     • benefit
     • accrual
   • 21 replies
   • 4.6k views
   • 
   • MGOAdmin
   • July 28, 2014

5. Benefit Accrual after Back Pay Award-Maximum hours of service credited

   By Guest Jeff Kropp, July 6, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 14, 2001

6. Benefit Accrual Question

   By Earl, November 28, 2016
   • 6 replies
   • 919 views
   • 
   • John Feldt ERPA CPC QPA
   • November 30, 2016

7. Benefit Accrual Service under Elapsed Time Method

   By JWK, December 8, 1999
   • 3 replies
   • 2.4k views
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   • Wessex
   • December 10, 1999

8. Benefit Accrual-TNC issues

   By VeryOldMan, December 11, 2019   

   • nc allocation-benefit accrual
   • 9 replies
   • 1.3k views
   • 
   • VeryOldMan
   • December 15, 2019

9. Benefit Accruals

   By Gary, December 1, 1998
   • 2 replies
   • 2.2k views
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   • Chester
   • December 1, 1998

10. Benefit Accruals

    By Guest SCUDDESLER, October 3, 2002
    • 2 replies
    • 1.8k views
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    • Gary
    • October 18, 2002

11. Benefit accruals after lump sum?

    By Bucklaw20, January 16, 2024
    • 4 replies
    • 945 views
    • 
    • Effen
    • January 17, 2024

12. Benefit already in pay status

    By Belgarath, January 19, 2012
    • 34 replies
    • 7.7k views
    • 
    • jpod
    • January 27, 2012

13. Benefit and Vesting Service Credit for Accrued Vacation Paid Upon Term

    By Guest dhendricks, April 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • M R Bernardin
    • April 23, 1999

14. Benefit Calculation and Funding -- Re: 415

    By Andy the Actuary, September 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 9, 2009

15. Benefit Calculation Program?

    By AndyH, August 29, 2002
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • September 10, 2002

16. Benefit Commencement Post NRA

    By LIBERTYKID, March 11, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • March 11, 2011

17. Benefit Election

    By §#$%!, May 3, 2007
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • May 7, 2007

18. Benefit Election - Post age 70-1/2

    By richard, July 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • July 23, 1999

19. Benefit Election Package -- Same Sex Marriage

    By Andy the Actuary, May 5, 2014
    • 12 replies
    • 1.3k views
    • 
    • gregmk
    • May 7, 2014

20. benefit elections for ad hoc increases

    By Guest, August 22, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 22, 2000

21. Benefit Entitlement

    By Gary, November 25, 1998
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • November 25, 1998

22. Benefit for Employee rehired after Plan terminated

    By Guest Mike Spickard, August 13, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 13, 2004

23. benefit for funding

    By Gary, June 27, 2012
    • 5 replies
    • 1.4k views
    • 
    • Gary
    • July 6, 2012

24. Benefit Form

    By Guest Richard Scheer, August 14, 2001
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • August 16, 2001

25. Benefit Form for Funding

    By Dinosaur, February 5, 2015
    • 5 replies
    • 1.1k views
    • 
    • Dinosaur
    • February 5, 2015

26. Benefit Formulas

    By Guest DRN, April 2, 2003
    • 7 replies
    • 1.5k views
    • 
    • AndyH
    • April 3, 2003

27. Benefit Increase Amendment

    By Guest penman, May 7, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 17, 2004

28. Benefit liabilities

    By AndyH, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • January 27, 2006

29. Benefit Limitations for bankrupt sponsors under HATFA

    By My 2 cents, January 15, 2015   

    • 2014 AFTAP over 100%
    • 0 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 15, 2015

30. Benefit offset due to QDRO

    By David MacLennan, May 19, 2003
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 21, 2003

31. Benefit payable at NRA (age 65), where SSRA is 66. Should SS Ben used

    By Gary, November 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 20, 2000

32. Benefit Payable when no QDRO was written

    By ConnieStorer, October 23, 2025
    • 5 replies
    • 1.4k views
    • 
    • fmsinc
    • October 24, 2025

33. Benefit payments in owner-only DB plan

    By Guest Clain, September 14, 2006
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 15, 2006

34. Benefit Restriction (Accelerated Payment) Notice

    By AndyH, March 25, 2008
    • 7 replies
    • 2k views
    • 
    • flosfur
    • April 1, 2008

35. Benefit Restriction Notice

    By Andy the Actuary, March 4, 2010
    • 2 replies
    • 1.8k views
    • 
    • SoCalActuary
    • March 4, 2010

36. benefit restrictions

    By Effen, October 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • October 5, 2009

37. Benefit Restrictions

    By Effen, March 27, 2009
    • 6 replies
    • 2.1k views
    • 
    • HiVi
    • June 9, 2009

38. benefit restrictions - significantly underfunded plan

    By Effen, July 30, 2007
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 31, 2007

39. Benefit Restrictions - WRERA relief

    By JBones, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 13, 2010

40. Benefit Restrictions for Terminating Plans

    By ishi, March 12, 2008
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2008

41. Benefit Restrictions on Plan Termination?

    By Dougsbpc, December 1, 2008
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • December 1, 2008

42. Benefit Restrictions/Loan

    By Guest Sus95, March 12, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 12, 2009

43. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • September 18, 2008

44. Benefit Statements

    By dmb, January 4, 2007
    • 0 replies
    • 1k views
    • 
    • dmb
    • January 4, 2007

45. Benefit statements for deferred vested

    By Guest msheather, May 2, 2003
    • 2 replies
    • 2.6k views
    • 
    • AndyH
    • May 2, 2003

46. Benefit Surveys

    By Guest JimmyP, June 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2001

47. Benefit Value for divorce settlement

    By dmb, July 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 9, 2005

48. Benefit-Focused-Retirement Plans?

    By Guest nidusjr, October 7, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 7, 2009

49. Benefiting in the frozen DB plan under 410(b) and 401(a)(26)?

    By Guest Victoria Pelletiere, October 18, 2002
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • October 18, 2002

50. Benefits claim if plan has been terminated and annuities purchased

    By Gary, January 12, 2000
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 1, 2000