Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. EA Meeting - anything of importance so far?

   By mwyatt, March 18, 2003
   • 5 replies
   • 1.4k views
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   • Guest
   • April 11, 2003

2. EA Meeting 2005

   By david rigby, April 1, 2005
   • 5 replies
   • 1.4k views
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   • david rigby
   • April 7, 2005

3. EA Meetings

   By Guest, March 16, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • March 16, 2000

4. EA Meetings

   By Effen, March 30, 2007
   • 1 reply
   • 1.3k views
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   • mwyatt
   • March 31, 2007

5. EA Topics

   By FAPInJax, April 10, 2008
   • 4 replies
   • 2.1k views
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   • mwyatt
   • April 14, 2008

6. EA-2 Examination takers: Question #45?

   By Guest Donkey Kong, November 3, 2000
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • November 17, 2000

7. EA-2F Exam Study Materials

   By BG5150, February 5, 2015
   • 2 replies
   • 1.7k views
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   • Hojo
   • February 11, 2015

8. Early Lump Sum

   By Pension RC, August 1, 2013
   • 7 replies
   • 4.5k views
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   • Effen
   • August 2, 2013

9. Early Participation Rule AKA OEE

   By thepensionmaven, June 29, 2019
   • 1 reply
   • 661 views
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   • CuseFan
   • July 1, 2019

10. Early Ret Factors give rise to BFTS Rights Features?

    By ak2ary, December 12, 2006
    • 12 replies
    • 2.4k views
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    • Guest
    • December 17, 2006

11. Early ret requirements under cash balance plan

    By Gary, June 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 14, 2000

12. Early ret window and lump sum interest rate

    By Gary, November 27, 2001
    • 3 replies
    • 1.6k views
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    • david rigby
    • November 27, 2001

13. Early retiree in-service distributions.

    By Guest Stuart Harris, April 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 21, 2000

14. Early retiree returning to work

    By Guest p&bsteve, August 25, 2004
    • 2 replies
    • 1.6k views
    • 
    • SoCalActuary
    • August 26, 2004

15. Early Retirement

    By jim241, March 23, 2017   

    • early retirement
    • plan termination
    • 1 reply
    • 747 views
    • 
    • My 2 cents
    • March 23, 2017

16. Early Retirement

    By Guest MC2, July 19, 2007
    • 13 replies
    • 2.1k views
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    • AndyH
    • July 26, 2007

17. Early Retirement

    By Alonzo, January 5, 1999
    • 2 replies
    • 2k views
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    • david rigby
    • January 6, 1999

18. early retirement - rehired - waiver of future accruals permissible

    By dixieandruby, November 8, 2019
    • 3 replies
    • 780 views
    • 
    • Calavera
    • November 11, 2019

19. Early Retirement Pension converted to Disability Pension

    By kenfyoozd, March 31, 2018   

    • new election form
    • waiver new annuity starting date
    • 9 replies
    • 1.5k views
    • 
    • kenfyoozd
    • April 4, 2018

20. Early Retirement Pensioner Returning To Work. What Happens To Benefit?

    By Stash026, March 3, 2016
    • 4 replies
    • 1k views
    • 
    • My 2 cents
    • March 4, 2016

21. Early retirement plans and the ADEA/OWBPA

    By Guest Sheila Williams, March 10, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 11, 1999

22. Early Retirement Reductions?

    By Guest jfreeborn, October 5, 2010
    • 6 replies
    • 1.1k views
    • 
    • David MacLennan
    • October 5, 2010

23. Early Retirement Subsidy Upon Plan Termination

    By Guest amboyd, June 14, 2001
    • 15 replies
    • 6.5k views
    • 
    • Guest
    • December 28, 2010

24. Early Retirement Window

    By david rigby, April 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • LIBOR
    • April 29, 2004

25. Early Retirement Window - Eligibility Limits

    By HCE, September 19, 2018
    • 0 replies
    • 556 views
    • 
    • HCE
    • September 19, 2018

26. Early Retirement Window & Non-Discrimination Testing

    By LIBOR, July 11, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 12, 2005

27. Early Retirement Window and Non-Discrimination

    By LIBOR, March 31, 2005
    • 6 replies
    • 2k views
    • 
    • ubermax
    • April 1, 2005

28. Early Retirement Window Doesn't Benefit Participants Over 65

    By HCE, September 14, 2018
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • September 18, 2018

29. Early Retirement Window for One Participant

    By 401 Chaos, September 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • September 24, 2010

30. Early Retirement Window Non-Discrimination Testing

    By ubermax, May 6, 2005
    • 0 replies
    • 1.9k views
    • 
    • ubermax
    • May 6, 2005

31. Early Retirement Windows

    By david rigby, May 22, 2000
    • 5 replies
    • 5.8k views
    • 
    • card
    • June 10, 2002

32. Early Retirement Windows

    By Guest HarveyC, November 12, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • December 2, 2002

33. Early Retirement Windows - A More Interesting Question

    By LIBOR, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 19, 2004

34. Early Retirement Windows - Revisited

    By LIBOR, August 14, 2003
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

35. Early Withdrawal Penalty

    By Pension RC, August 15, 2019
    • 6 replies
    • 1.9k views
    • 
    • Bri
    • August 19, 2019

36. Earned Income

    By nancy, October 1, 2013
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2013

37. earned income and 401(k) deferrals

    By Draper55, August 26, 2010
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2010

38. Earning a Future Benefit after Being Paid the 415 Lump Sum Limit

    By Pension RC, October 27, 2013   

    • 415 Lump Sum Limit
    • 5 replies
    • 1.4k views
    • 
    • Calavera
    • October 29, 2013

39. Easy 412(i) question

    By Guest R. Daestrom, August 24, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2004

40. Easy Q? Why Can't Partners Establish uni/solo-DB With SE Income?

    By namealreadyinuse, March 8, 2006
    • 10 replies
    • 2.8k views
    • 
    • JAY21
    • March 10, 2006

41. Easy top heavy minimum question

    By John Feldt ERPA CPC QPA, January 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 6, 2009

42. ee contribs = help!

    By Guest David Lipkin, December 10, 1998
    • 4 replies
    • 1.9k views
    • 
    • richard
    • December 30, 1998

43. EE Provided Accrued

    By Guest DRN, April 24, 2003
    • 0 replies
    • 977 views
    • 
    • Guest
    • April 24, 2003

44. EFAST - DB Plan 5500 Filing w/o Sch SB

    By Guest Richard Feynman, September 30, 2010
    • 11 replies
    • 2.7k views
    • 
    • My 2 cents
    • October 1, 2010

45. EFAST filing of 5500, etc

    By Dinosaur, June 5, 2009
    • 6 replies
    • 1.7k views
    • 
    • Dinosaur
    • June 11, 2009

46. EFAST2 submission

    By Dinosaur, June 9, 2010
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • June 10, 2010

47. effect of 12/31 on fiscal year for startup plan

    By TPApril, December 7, 2012
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • December 10, 2012

48. Effect of ERISA Full Funding Credit on ARA

    By Guest HaroldA, July 11, 2005
    • 3 replies
    • 1.2k views
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    • david rigby
    • July 11, 2005

49. Effect of IRS Notice 2015-49

    By Belgarath, January 5, 2018
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • January 5, 2018

50. Effect of Negative Liability

    By JButtrick, June 25, 2003
    • 4 replies
    • 1.6k views
    • 
    • flosfur
    • July 6, 2003