Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. In-Kind Reversion To Employer

   By Guest danwintz, May 2, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 2, 2000

2. In-service / Post-retirement withdrawal from DB?

   By Guest Beth N, August 17, 1999
   • 2 replies
   • 1.6k views
   • 
   • Gary
   • August 20, 1999

3. In-service Distribution

   By Cloudy, January 2, 2018
   • 2 replies
   • 681 views
   • 
   • C. B. Zeller
   • January 3, 2018

4. In-Service Distribution

   By Dougsbpc, December 22, 2010
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • December 22, 2010

5. In-Service Distribution

   By Dougsbpc, January 18, 2010
   • 1 reply
   • 908 views
   • 
   • Andy the Actuary
   • January 18, 2010

6. In-Service Distribution

   By Dougsbpc, February 11, 2005
   • 16 replies
   • 3.1k views
   • 
   • JAY21
   • February 16, 2005

7. In-service Distribution

   By retbenser, March 14, 2013
   • 5 replies
   • 3k views
   • 
   • Andy the Actuary
   • March 14, 2013

8. In-Service Distribution Adjustments

   By Andy the Actuary, August 20, 2008
   • 3 replies
   • 2.8k views
   • 
   • David MacLennan
   • August 21, 2008

9. In-Service Distribution and RMD

   By Dougsbpc, June 26, 2008
   • 4 replies
   • 2.2k views
   • 
   • SoCalActuary
   • June 30, 2008

10. In-service distribution and subsequent benefits

    By Guest HaroldA, May 9, 2005
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 9, 2005

11. In-service distributions

    By LIBERTYKID, December 8, 2011
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • December 8, 2011

12. In-Service Distributions - Related Rollover from a DB Plan

    By Towanda, November 7, 2018
    • 4 replies
    • 1.1k views
    • 
    • Towanda
    • November 7, 2018

13. In-Service RMD: Benefit distribution offsets

    By lees, January 10, 2017   

    • rmd
    • in-service retirement
    • (and 3 more)

      Tagged with:

      • rmd
      • in-service retirement
      • benefit payment offset
      • suspension of benefits
      • late retirement
    • 0 replies
    • 983 views
    • 
    • lees
    • January 10, 2017

14. In-service Withdrawals at Age 62 and Early Retirement Subsidies

    By ERISAAPPLE, August 27, 2018
    • 9 replies
    • 2k views
    • 
    • ERISAAPPLE
    • September 5, 2018

15. Inability to Fund after Death

    By Dougsbpc, March 1, 2007
    • 7 replies
    • 1.6k views
    • 
    • Dougsbpc
    • March 2, 2007

16. Inane IRS Funding Deficienty Letter

    By Guest astonewall, November 18, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • November 19, 2004

17. Incarcerated spouse of participant receiving a distribution from a terminating pension plan

    By Cecilia Veto, May 10, 2022
    • 5 replies
    • 1k views
    • 
    • Cecilia Veto
    • May 11, 2022

18. Incidental Benefits and Plan Performance

    By Guest Max Power, March 2, 2004
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 2, 2004

19. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 23, 2008

20. Incidental Death Benefit

    By retbenser, July 5, 2010
    • 16 replies
    • 11.3k views
    • 
    • david rigby
    • July 15, 2010

21. Incidental Death Benefit

    By retbenser, January 30, 2011
    • 3 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • February 12, 2011

22. Incidental Death Benefit

    By Guest Roman, March 9, 2005
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 9, 2005

23. Incidental Death Benefit in Combo Plan

    By AndyH, June 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 12, 2014

24. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.8k views
    • 
    • Mike Preston
    • March 25, 2002

25. Includable For Coverage, Excludable For Participation?

    By Guest merlin, August 17, 2005
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • August 17, 2005

26. Includible Contributions and 2008/2009

    By AndyH, July 22, 2009
    • 4 replies
    • 995 views
    • 
    • AndyH
    • July 23, 2009

27. Income Rider on Annuity

    By CassandraS, July 25, 2013   

    • Income rider
    • defined benefit
    • 5 replies
    • 1.9k views
    • 
    • CassandraS
    • July 26, 2013

28. Inconsistent/Incomplete Late Retirement Language - What's the Default?

    By DW, January 30, 2021
    • 6 replies
    • 1.1k views
    • 
    • DW
    • February 5, 2021

29. incorrect Plan number

    By HiVi, April 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • April 27, 2009

30. Incorrect Trustee in Plan Document

    By kmhaab, January 7, 2019
    • 3 replies
    • 727 views
    • 
    • kmhaab
    • January 11, 2019

31. increase accrual rate after nra

    By Guest erisa75, December 16, 2011
    • 1 reply
    • 1k views
    • 
    • Effen
    • December 16, 2011

32. Increase in Base Retirement Benefit for Delayed Retirement

    By Guest MDG, November 6, 2003
    • 6 replies
    • 1.7k views
    • 
    • Effen
    • November 7, 2003

33. Increase Normal Retirement Age from 55 to 62

    By Dennis Povloski, March 17, 2008
    • 17 replies
    • 4k views
    • 
    • Mike Preston
    • April 18, 2008

34. Increase NRA?

    By Dougsbpc, March 25, 2019
    • 3 replies
    • 1k views
    • 
    • Effen
    • March 27, 2019

35. Increase of Prefunding Balance?

    By Bob in USA, May 2, 2018   

    • prefunding balance
    • 3 replies
    • 1.1k views
    • 
    • Brudestrom, FSA, EA
    • May 4, 2018

36. Increased Accruals After Normal Retirement Age?

    By ERISA-Bubs, August 18, 2011
    • 3 replies
    • 1.1k views
    • 
    • eeyore
    • August 19, 2011

37. Increased PBGC premiums

    By My 2 cents, October 30, 2015
    • 2 replies
    • 936 views
    • 
    • My 2 cents
    • October 30, 2015

38. Increased Retirement Age

    By Dougsbpc, September 17, 2007
    • 10 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 18, 2007

39. Increases after 70.5 for employee in payment?

    By James, May 20, 2022
    • 7 replies
    • 1.9k views
    • 
    • Effen
    • May 24, 2022

40. increasing allocation formula in document

    By Scuba 401, December 13, 2012
    • 4 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 17, 2012

41. Increasing Benefits for Former HCEs

    By Guest ConsultingActuary, January 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

42. Increasing Benefits to reduce contribution

    By Guest RBlaine, March 5, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 6, 2009

43. Increasing Mandatory Cash-Out Limit and 411(d)(6)

    By Guest Grumpy456, August 17, 2006
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • August 17, 2006

44. Increasing plan benefit formula

    By Guest Deflector, August 14, 2009
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2009

45. increasing rmds additional accruals

    By Draper55, March 1, 2018
    • 0 replies
    • 493 views
    • 
    • Draper55
    • March 1, 2018

46. Independent Actuary for Multi Employer Union Plan

    By CTipper, July 17, 2007
    • 1 reply
    • 970 views
    • 
    • Effen
    • July 17, 2007

47. Indexing Deferred Benefits

    By Guest Mike Luers, September 13, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 1999

48. Indian Tribal Governments

    By Guest JayB, February 3, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2000

49. Individual aggregate funding

    By FAPInJax, December 16, 2004
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • December 21, 2004

50. Individual Aggregate Funding in Year of Termination

    By Guest Bob_DB, November 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • November 1, 2004