Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Distribution In-Kind

   By Gary, February 21, 2007
   • 1 reply
   • 1.9k views
   • 
   • David MacLennan
   • February 21, 2007

2. Distribution of 415(b)(4) de minimis $10,000 benefit

   By Guest saeissler, April 23, 2007
   • 4 replies
   • 2.9k views
   • 
   • David MacLennan
   • April 25, 2007

3. Distribution of Death Benefit to Minor

   By Guest GmcyWT, May 1, 2012
   • 2 replies
   • 1.7k views
   • 
   • Bird
   • May 1, 2012

4. Distribution of Employee Contributions at Termination

   By Guest Bob_DB, November 3, 2004
   • 18 replies
   • 2.5k views
   • 
   • mbozek
   • November 5, 2004

5. Distribution of Real Estate

   By Gary, February 14, 2007
   • 6 replies
   • 2k views
   • 
   • Gary
   • February 15, 2007

6. Distribution of Small Benefits, AFTAP<60%

   By Andy the Actuary, January 2, 2011
   • 2 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • January 3, 2011

7. Distribution to a Restricted HCE

   By dpav, July 29, 2021
   • 0 replies
   • 472 views
   • 
   • dpav
   • July 29, 2021

8. Distribution to a terminated participant before filing for PBGC termination

   By Jakyasar, October 21, 2022
   • 3 replies
   • 697 views
   • 
   • TheBoxMan
   • October 28, 2022

9. Distribution to Spouse

   By thepensionmaven, March 13
   • 8 replies
   • 1.1k views
   • 
   • Lou S.
   • March 17

10. Distributions in a terminating plan

    By emmetttrudy, March 15, 2012
    • 10 replies
    • 2k views
    • 
    • Andy the Actuary
    • March 16, 2012

11. Distributions in Cash balance

    By jkdoll2, August 28, 2008
    • 1 reply
    • 881 views
    • 
    • Blinky the 3-eyed Fish
    • August 28, 2008

12. Distributions of Rollover portion of benefit

    By Gary, May 28, 2010
    • 1 reply
    • 914 views
    • 
    • ScottR
    • June 12, 2010

13. Distributions on Plan Termination & AFTAP Cert

    By flosfur, May 21, 2008
    • 16 replies
    • 2.9k views
    • 
    • Effen
    • November 26, 2008

14. Distributions Resulting from Fraud - Can a DB Plan Recover Amounts Paid to IRS?

    By lrc14, January 3, 2011
    • 0 replies
    • 753 views
    • 
    • lrc14
    • January 3, 2011

15. Diversification issue: How much RE in the plan?

    By rodin011, March 11, 2013   

    • Diversification issue?
    • 5 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2013

16. Dividing Master Trust

    By Übernerd, October 2, 2014   

    • trusts
    • 0 replies
    • 893 views
    • 
    • Übernerd
    • October 2, 2014

17. Division of pension due to divorce

    By Gary, July 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 8, 2002

18. Divorce

    By Guest pjb, September 18, 2002
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • September 20, 2002

19. divorce after separation from service

    By Gudgergirl, November 10, 2010
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • November 12, 2010

20. Divorce and marriage confirmation

    By Aratnmot, March 7, 2021
    • 9 replies
    • 1.5k views
    • 
    • Aratnmot
    • March 8, 2021

21. Divorce and pension beneficiary

    By Quinan, January 11, 2020   

    • pension
    • retired
    • (and 5 more)

      Tagged with:

      • pension
      • retired
      • divorce
      • erisa
      • 401k
      • life insurance
      • beneficiary
    • 23 replies
    • 14.2k views
    • 
    • Quinan
    • June 19, 2020

22. Divorce Calculations

    By Guest BPS, September 24, 1998
    • 1 reply
    • 2.8k views
    • 
    • david rigby
    • October 14, 1998

23. Divorce Decrees and Pension Distributions

    By Molgilny89, November 6, 2024
    • 12 replies
    • 1.8k views
    • 
    • Gina Alsdorf
    • November 18, 2024

24. Divorce forces PBGC coverage?

    By David MacLennan, June 4, 2001
    • 0 replies
    • 1.6k views
    • 
    • David MacLennan
    • June 4, 2001

25. Divorce on Annuity Starting Date

    By BTG, June 30, 2022
    • 3 replies
    • 1k views
    • 
    • BTG
    • July 4, 2022

26. Do 401(a)(4)-5 restrictions apply?

    By dmb, September 8, 2017
    • 3 replies
    • 1.1k views
    • 
    • dmb
    • September 8, 2017

27. Do 401(h) participants count for DB 5500 purposes?

    By Guest kjk, November 30, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 30, 2004

28. Do 417(e)(3) rates apply to a lump sum pre-retirement death benefit?

    By Belgarath, July 28, 2015
    • 8 replies
    • 3.7k views
    • 
    • Belgarath
    • July 28, 2015

29. Do DB Plans Need to Amend

    By mal, May 22, 2006
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • May 23, 2006

30. Do I need to restate?

    By Jakyasar, April 20, 2023
    • 4 replies
    • 743 views
    • 
    • Jakyasar
    • April 21, 2023

31. Do Money Purchase Plans suffer from age discrimiantion?

    By Guest jbruggeman, April 25, 2001
    • 14 replies
    • 2.4k views
    • 
    • david rigby
    • May 5, 2001

32. Do the Attribution Rules Apply?

    By mming, October 1, 2006
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 25, 2019

33. Do the latest "plan asset" regualations change the "Ven

    By Guest RW, July 18, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2000

34. Do the required distribution regulations allow a defined benefit plan to pay part of the benefit in an annuity and part in a lump sum?

    By Everett Moreland, June 20, 2005
    • 6 replies
    • 1.5k views
    • 
    • Everett Moreland
    • June 22, 2005

35. Do u have to switch to UC for a frozen DB Plan?

    By himt4, March 2, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 2, 2005

36. Do we need to amend our plan to reflect Sec. 303 of PPA this year?

    By Guest Benefitsrock, July 23, 2007
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • July 23, 2007

37. Do you count non-vested participants for PBGC flat rate?

    By Guest CindyO, October 10, 2008
    • 6 replies
    • 2.5k views
    • 
    • tymesup
    • October 10, 2008

38. Doc says NRA = 70 ?

    By Guest Partly Cloudy, February 12, 2004
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • February 12, 2004

39. Doctor with separate Schedule C income

    By drakecohen, June 20, 2019
    • 2 replies
    • 668 views
    • 
    • CuseFan
    • June 20, 2019

40. Document updates

    By Guest PVICKERS, September 11, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • September 11, 1998

41. Document vs Implementation

    By retbenser, August 2, 2011
    • 6 replies
    • 1.3k views
    • 
    • Effen
    • August 3, 2011

42. Documentation laws & pension plan participation

    By WhiteCollarWorker, August 5, 2024
    • 3 replies
    • 782 views
    • 
    • R Griffith
    • August 7, 2024

43. Does 411(d)(6) protection of the subsidized lump sum apply in these scenarios

    By gle318612, August 10, 2011
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2011

44. does 77-2 apply to end of year valuation?

    By himt4, April 21, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 21, 2006

45. Does a 1/1/2000 amendment to go to GATT rates trigger the 5 year waiti

    By Guest HIPAAdrome, June 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 8, 2000

46. Does a 412(e)(3) Plan get an extension to 12/31/20

    By RayJJohnsonJr, October 15, 2020
    • 6 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • November 10, 2020

47. Does a DB plan make sense here?

    By Spencer, December 17, 2012
    • 14 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • December 20, 2012

48. Does a DB plan need an Investment Policy Statement?

    By Guest Grumpy456, April 16, 2007
    • 9 replies
    • 4.2k views
    • 
    • Effen
    • April 17, 2007

49. Does a DB Plan with 10/31/19 YE get the extension?

    By RayJJohnsonJr, August 11, 2020
    • 2 replies
    • 471 views
    • 
    • Bill Presson
    • August 11, 2020

50. Does a Nondeductible Contribution Considered a Basis On Distribution?

    By Guest amadeus, December 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 27, 2004