Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. EA-2F Exam Study Materials

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

2. Early Lump Sum

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

3. Early Participation Rule AKA OEE

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

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

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

5. Early ret requirements under cash balance plan

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

6. Early ret window and lump sum interest rate

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

7. Early retiree in-service distributions.

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

8. Early retiree returning to work

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

9. Early Retirement

   By jim241, March 23, 2017   

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

10. Early Retirement

    By Guest MC2, July 19, 2007
    • 13 replies
    • 2k views
    • 
    • AndyH
    • July 26, 2007

11. Early Retirement

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

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

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

13. Early Retirement Pension converted to Disability Pension

    By kenfyoozd, March 31, 2018   

    • new election form
    • waiver new annuity starting date
    • 9 replies
    • 1.3k views
    • 
    • kenfyoozd
    • April 4, 2018

14. 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

15. Early retirement plans and the ADEA/OWBPA

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

16. Early Retirement Reductions?

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

17. Early Retirement Subsidy Upon Plan Termination

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

18. Early Retirement Window

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

19. Early Retirement Window - Eligibility Limits

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

20. Early Retirement Window & Non-Discrimination Testing

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

21. Early Retirement Window and Non-Discrimination

    By LIBOR, March 31, 2005
    • 6 replies
    • 1.9k views
    • 
    • ubermax
    • April 1, 2005

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

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

23. Early Retirement Window for One Participant

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

24. Early Retirement Window Non-Discrimination Testing

    By ubermax, May 6, 2005
    • 0 replies
    • 1.8k views
    • 
    • ubermax
    • May 6, 2005

25. Early Retirement Windows

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

26. Early Retirement Windows

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

27. Early Retirement Windows - A More Interesting Question

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

28. Early Retirement Windows - Revisited

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

29. Early Withdrawal Penalty

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

30. Earned Income

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

31. earned income and 401(k) deferrals

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

32. 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

33. Easy 412(i) question

    By Guest R. Daestrom, August 24, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 24, 2004

34. 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

35. Easy top heavy minimum question

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

36. ee contribs = help!

    By Guest David Lipkin, December 10, 1998
    • 4 replies
    • 1.8k views
    • 
    • richard
    • December 30, 1998

37. EE Provided Accrued

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

38. 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

39. EFAST filing of 5500, etc

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

40. EFAST2 submission

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

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

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

42. Effect of ERISA Full Funding Credit on ARA

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

43. Effect of IRS Notice 2015-49

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

44. Effect of Negative Liability

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

45. Effect of plan termination on valuation

    By Guest saeissler, September 2, 2008
    • 3 replies
    • 1.9k views
    • 
    • mwyatt
    • September 2, 2008

46. Effect of Top-Paid Group Election on Restricted Employee Determination

    By Guest merlin, July 19, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 23, 2002

47. Effect of uncashed distribution check during claim appeal

    By t.haley, June 15, 2020
    • 12 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • June 17, 2020

48. Effect on Lump Sum Amount - New Mortality Table

    By tuni88, February 12, 2017
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 13, 2017

49. Effective Date for FAS158?

    By tuni88, January 25, 2007
    • 8 replies
    • 2.4k views
    • 
    • Don Levit
    • January 29, 2007

50. Effective date for New Entity

    By JustMe, April 8, 2022
    • 3 replies
    • 600 views
    • 
    • AndyH
    • April 28, 2022