Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. ERISA REG re Suspension of Benefits

   By Guest ircreader, August 22, 2003
   • 6 replies
   • 8.4k views
   • 
   • RTK
   • August 22, 2003

2. ERISA rules for employee terminating in 1975. Eligible or not?

   By Guest Carl Miller, August 26, 2000
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • August 27, 2000

3. ERISA SECTION 204(h) NOTICE - Seriousness and options available?

   By DR245, October 1, 2024
   • 2 replies
   • 1k views
   • 
   • DR245
   • October 1, 2024

4. ERISA Title IV

   By Guest Carol the Writer, August 5, 2003
   • 5 replies
   • 4.1k views
   • 
   • David MacLennan
   • August 10, 2003

5. ERISA, STATUTE OF LIMITATIONS

   By Guest ericdavis009, December 13, 2004
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • December 13, 2004

6. erroneous actuarial computations

   By Larry M, June 9, 2006
   • 15 replies
   • 3.5k views
   • 
   • Guest
   • June 15, 2006

7. Error Correction

   By Guest EBW, June 18, 2003
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • June 19, 2003

8. error in MRD payment calculation

   By Guest newFSA, July 24, 2008
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • August 22, 2008

9. Error on prior year Schedule B - Procedure under EFAST

   By mwyatt, August 3, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • August 3, 2001

10. error submitting a plan in Relius Web Client

    By Dinosaur, June 30, 2010
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • June 30, 2010

11. Error with attachments- Web Client

    By Dinosaur, October 14, 2010
    • 1 reply
    • 1.3k views
    • 
    • Dinosaur
    • October 14, 2010

12. Escrow Arrangement -- Restriction of Lump Sum to HCEs

    By Andy the Actuary, February 9, 2014
    • 0 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • February 9, 2014

13. Establish Second DB Plan after First DB Plan is terminated

    By rew, August 26, 2015
    • 7 replies
    • 2.1k views
    • 
    • jpod
    • August 26, 2015

14. Establishing DB Plan Retire/Rehire Criteria

    By Guest wekiva, July 28, 2009
    • 3 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • July 28, 2009

15. Establishing new plan for 2010

    By retbenser, March 31, 2011
    • 4 replies
    • 1.3k views
    • 
    • tymesup
    • April 1, 2011

16. Establishment of multi employer DB offered to HCE prohibited union workers

    By Guest sfeldmeth, November 17, 2003
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • November 18, 2003

17. Estate Payment Potential Issue

    By Guest mmaggs, April 24, 2013
    • 3 replies
    • 1k views
    • 
    • david rigby
    • April 26, 2013

18. Estimated Social Security Benefits

    By Guest tholbert, June 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • June 28, 2001

19. ESTIMATING 2008 DISTRIBUTION VALUES

    By Guest geschaft, June 15, 2007
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • June 29, 2007

20. Estimating individual annual cost in pension plan

    By TPApril, November 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • TPApril
    • November 12, 2013

21. Ethical Dilemma

    By LIBOR, March 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • March 26, 2001

22. Ex Pat in US Plan

    By Guest Spock, April 21, 2010
    • 2 replies
    • 974 views
    • 
    • PensionPro
    • April 21, 2010

23. Example from Slide 19 of today's webcast

    By ak2ary, November 12, 2009
    • 1 reply
    • 1k views
    • 
    • ak2ary
    • November 12, 2009

24. Exceeded 401(a)(17) Limit DB Plan - Governmental

    By JJRetirement, February 1, 2016   

    • governmental plan
    • pick up contribution
    • (and 3 more)

      Tagged with:

      • governmental plan
      • pick up contribution
      • compensation limit
      • EPCRS
      • correction
    • 3 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 2, 2016

25. Excel Custom Functions for Annuity Factors - Update

    By Guest Doug Goelz, January 8, 2014   

    • Excel Annuity Factors
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 2014

26. Excel Custom Functions for PPA Annuity Factors

    By Guest JoeActuary, April 2, 2008
    • 3 replies
    • 9k views
    • 
    • Guest
    • November 14, 2008

27. Excel Custom Functions for PPA Annuity Factors

    By Guest Doug Goelz, December 20, 2009
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • December 20, 2009

28. Excel Spreadsheet

    By Andy the Actuary, March 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • March 11, 2008

29. Exception to Spousal Consent Due to Inability to Locate Spouse

    By rocknrolls2, October 4, 2019
    • 7 replies
    • 4.8k views
    • 
    • CuseFan
    • October 7, 2019

30. Excess Asset from Suspense Account Allocation in QRP

    By AdKu, May 15, 2020
    • 6 replies
    • 1.7k views
    • 
    • VeryOldMan
    • July 25, 2020

31. Excess Asset reversion

    By QNPG, May 17, 2011
    • 5 replies
    • 5k views
    • 
    • QNPG
    • May 17, 2011

32. Excess Assets

    By Dougsbpc, April 2, 2019
    • 3 replies
    • 974 views
    • 
    • david rigby
    • April 2, 2019

33. excess assets

    By Guy on a Limb, June 29, 2021
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • July 14, 2021

34. Excess Assets and Employee Mandatory Contributions

    By AndyH, June 22, 2016
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • June 23, 2016

35. Excess Assets and Maximum Benefit

    By Dougsbpc, September 9, 2021
    • 2 replies
    • 632 views
    • 
    • Effen
    • September 9, 2021

36. Excess Assets and Possible Discrimination

    By Dougsbpc, May 3, 2015
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • May 3, 2015

37. Excess assets in DB Plan to go to Replacement Plan

    By cdavis25, February 28, 2013
    • 5 replies
    • 1.6k views
    • 
    • cdavis25
    • March 6, 2013

38. Excess Assets in Terminating Cash Balance Plan

    By metsfan026, April 30, 2024
    • 5 replies
    • 1.7k views
    • 
    • TheBoxMan
    • May 20, 2024

39. Excess Assets on Plan Termination

    By Dougsbpc, April 11, 2008
    • 5 replies
    • 3.6k views
    • 
    • Dougsbpc
    • April 12, 2008

40. Excess assets problem & solution

    By flosfur, July 12, 2007
    • 16 replies
    • 2.9k views
    • 
    • david rigby
    • July 14, 2007

41. Excess Assets upon Termination

    By Blinky the 3-eyed Fish, February 20, 2008
    • 6 replies
    • 3.5k views
    • 
    • david rigby
    • February 20, 2008

42. Excess assets used for termination expenses?

    By david rigby, April 25, 2023
    • 9 replies
    • 2k views
    • 
    • TheBoxMan
    • May 3, 2023

43. Excess cash balance plan contribution

    By pensionreview, April 4, 2018
    • 2 replies
    • 850 views
    • 
    • CuseFan
    • April 4, 2018

44. excess compensation and benefit calc

    By Guest latwz, July 17, 2007
    • 3 replies
    • 1.1k views
    • 
    • JanetM
    • July 18, 2007

45. Excess Contribution

    By Guest Orlando4k, May 11, 2011
    • 5 replies
    • 3.5k views
    • 
    • AndyH
    • May 13, 2011

46. excess contribution - Schedule SB

    By Dinosaur, June 15, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 15, 2010

47. excess contribution (DB)

    By k man, December 20, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 20, 2004

48. excess contribution (nondeductible)

    By k man, March 8, 2005
    • 10 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2005

49. Excess contribution due to prefunding balance

    By dmb, February 27, 2020
    • 1 reply
    • 632 views
    • 
    • C. B. Zeller
    • February 27, 2020

50. Excess Contributions

    By Andy the Actuary, June 15, 2009
    • 8 replies
    • 2k views
    • 
    • Andy the Actuary
    • June 17, 2009