Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Defined Benefit Minimum Required Distribution calculations for plans w

   By Guest Victoria Pelletiere, November 13, 2002
   • 18 replies
   • 4k views
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   • David MacLennan
   • July 22, 2003

2. Defined benefit or 401k Profit share for self employed ?

   By Startupmaster, May 8, 2020
   • 5 replies
   • 773 views
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   • FPGuy
   • May 13, 2020

3. Defined Benefit Plan

   By Guest Buzzman, March 24, 2009
   • 4 replies
   • 1.1k views
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   • Guest
   • March 25, 2009

4. Defined Benefit Plan

   By Guest kentucky, April 4, 2003
   • 1 reply
   • 2.5k views
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   • Mike Preston
   • April 7, 2003

5. defined benefit plan

   By Guest joe22, December 2, 2002
   • 7 replies
   • 1.5k views
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   • Kirk Maldonado
   • December 4, 2002

6. Defined Benefit Plan - sponsor out of business.

   By Guest art, April 28, 1999
   • 1 reply
   • 1.4k views
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   • david rigby
   • April 29, 1999

7. Defined benefit plan and off-shoring

   By Guest Trustee, June 22, 2014   

   • DB plan
   • offshoring
   • 5 replies
   • 1.1k views
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   • jpod
   • June 23, 2014

8. Defined Benefit Plan and Solo 401k Limit

   By Retirein15, December 29, 2024
   • 5 replies
   • 1.8k views
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   • John Feldt ERPA CPC QPA
   • December 31, 2024

9. Defined benefit plan discrimination testing question

   By rodin111, August 27, 2014
   • 12 replies
   • 1.7k views
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   • My 2 cents
   • September 2, 2014

10. Defined Benefit Plan Document

    By Guest Kathleen Fouquet, August 14, 2001
    • 3 replies
    • 1.9k views
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    • Guest
    • August 15, 2001

11. Defined Benefit Plan for Sole Proprietor

    By ac, November 20, 2015
    • 3 replies
    • 1.1k views
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    • shERPA
    • November 23, 2015

12. Defined Benefit plan formula options

    By Belgarath, March 7, 2014
    • 3 replies
    • 1.2k views
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    • david rigby
    • March 11, 2014

13. Defined benefit plan obligation split in power plant sale between sell

    By Guest rambutan, October 28, 2000
    • 7 replies
    • 2.5k views
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    • Guest
    • November 6, 2000

14. Defined Benefit Plan RMDs

    By Vlad401k, February 24, 2017
    • 15 replies
    • 1.8k views
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    • Mike Preston
    • March 2, 2017

15. Defined Benefit Plan Termination and § 411(d)(3)

    By AdKu, May 12, 2020
    • 6 replies
    • 1.6k views
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    • thepensionmaven
    • May 14, 2020

16. Defined Benefit Plan value?

    By Guest Sandylou, February 9, 2001
    • 3 replies
    • 1.8k views
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    • david rigby
    • February 10, 2001

17. defined benefit plan with different penalties for early retirement between blue collar and white collar workers.

    By Guest bertie 55, December 31, 2004
    • 2 replies
    • 1.3k views
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    • david rigby
    • December 31, 2004

18. Defined Benefit Plan: Plan Disqualification

    By ERISA25, May 18, 2010
    • 1 reply
    • 1.4k views
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    • david rigby
    • May 19, 2010

19. Defined Benefit Plan's S.P.D.(s) and Beneficiary Designation Form contain disqualifiers not in Plan Document

    By pwitt, October 20, 2024
    • 15 replies
    • 1.3k views
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    • pwitt
    • October 24, 2024

20. Defined Benefit Plan/Bankruptcy/Something Smells

    By Guest Steve McIntire, September 1, 2009
    • 4 replies
    • 1.4k views
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    • masteff
    • September 2, 2009

21. Defined Benefit Planning Referral

    By Guest firstq, November 21, 2002
    • 44 replies
    • 6.1k views
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    • Guest
    • January 10, 2003

22. Defined Benefit Plans

    By Guest mkqm07, December 4, 2002
    • 3 replies
    • 1.2k views
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    • david rigby
    • December 4, 2002

23. Defined Benefit Plans

    By Guest Julie, March 27, 2003
    • 5 replies
    • 1.4k views
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    • Guest
    • March 28, 2003

24. Defined Benefit Plans (including 412i plans)

    By Guest Carol the Writer, August 26, 2003
    • 1 reply
    • 1.4k views
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    • Belgarath
    • August 27, 2003

25. Defined Benefit Small Plan Audit Wiaver

    By austin3515, September 28, 2017
    • 2 replies
    • 607 views
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    • Calavera
    • October 13, 2017

26. Defined Benefit Termination Advice / Dilemma

    By Guest JFriedman, September 21, 2009
    • 9 replies
    • 1.6k views
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    • K2retire
    • September 21, 2009

27. Defined Benefit/Defined Contribution Combo?

    By Pammie57, January 16, 2019
    • 8 replies
    • 821 views
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    • jpod
    • January 17, 2019

28. Defined Benefit/Money Purchase combination

    By Lynn Campbell, May 7, 1999
    • 5 replies
    • 1.6k views
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    • Lorraine Dorsa
    • May 14, 1999

29. Defined Benefit/Money Purchase combo

    By Lynn Campbell, January 20, 1999
    • 1 reply
    • 1.8k views
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    • Lorraine Dorsa
    • January 20, 1999

30. Defined benefits plan for a grantor trust

    By Guest Jpsket, August 23, 2013
    • 3 replies
    • 1.7k views
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    • K2retire
    • August 23, 2013

31. Defining Compensation

    By jxg555, June 25, 2015
    • 0 replies
    • 957 views
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    • jxg555
    • June 25, 2015

32. Definitely Determinable Benefit Requirement and Use of Surplus

    By Guest dolstein, June 12, 2013
    • 3 replies
    • 1.7k views
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    • Hojo
    • June 12, 2013

33. Definition of "average annual compensation" under 29 USC 105

    By Guest Peter Henner, March 21, 1999
    • 4 replies
    • 1.8k views
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    • Guest
    • March 23, 1999

34. Definition of "retirement" under ERISA or REA

    By fmsinc, July 19, 2019
    • 9 replies
    • 2.1k views
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    • fmsinc
    • July 22, 2019

35. Definition of Accd Ben in Cash Balance Plan

    By Gary, June 15, 2000
    • 0 replies
    • 1.5k views
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    • Gary
    • June 15, 2000

36. Definition of Accrued Benefit

    By ERISA25, August 2, 2009
    • 7 replies
    • 1.8k views
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    • Mike Preston
    • August 4, 2009

37. Definition of Affiliated Service Group

    By Guest aincog, December 11, 2006
    • 2 replies
    • 5.3k views
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    • Belgarath
    • December 12, 2006

38. Definition of Benefit In A Cash Balance Plan

    By metsfan026, March 18, 2022
    • 6 replies
    • 732 views
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    • Nate S
    • March 21, 2022

39. Definition of Compensation

    By Gary, December 20, 2001
    • 3 replies
    • 1.9k views
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    • AndyH
    • December 20, 2001

40. Definition of Compensation for CB Plan

    By metsfan026, December 4, 2024
    • 2 replies
    • 797 views
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    • Calavera
    • December 4, 2024

41. Definition of Employee

    By flosfur, November 7, 2003
    • 10 replies
    • 2k views
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    • Mike Preston
    • November 9, 2003

42. Definition of Participant for Form 5500/Sch B

    By flosfur, September 9, 2008
    • 6 replies
    • 4k views
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    • tymesup
    • September 10, 2008

43. Definition of Spouse & DOMA

    By Guest jac, August 21, 2012
    • 3 replies
    • 1.5k views
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    • Peter Gulia
    • August 22, 2012

44. Delay in putting retirees into pay status

    By CuseFan, July 18, 2017
    • 1 reply
    • 767 views
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    • fiona1
    • August 9, 2017

45. Delay of Minimum Funding Deadline

    By mming, April 6, 2020
    • 1 reply
    • 582 views
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    • Effen
    • April 6, 2020

46. Delayed Cash-Balance Regs

    By JAY21, October 19, 2011
    • 0 replies
    • 796 views
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    • JAY21
    • October 19, 2011

47. Delayed effective date of regs.

    By Guest GMP, January 31, 2008
    • 4 replies
    • 1.3k views
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    • JAY21
    • February 4, 2008

48. Delayed initial annuity or lump sum because of annual audit?

    By Mikeyl41, August 7
    • 10 replies
    • 1.4k views
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    • CuseFan
    • August 8

49. deminimus benefit

    By thepensionmaven, April 16, 2015
    • 6 replies
    • 1.2k views
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    • Andy the Actuary
    • April 19, 2015

50. Deminimus Benefit

    By Dougsbpc, November 25, 2003
    • 4 replies
    • 3.4k views
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    • David MacLennan
    • November 30, 2003