Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. In-service Distribution

   By retbenser, March 14, 2013
   • 5 replies
   • 2.9k views
   • 
   • Andy the Actuary
   • March 14, 2013

2. In-Service Distribution Adjustments

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

3. In-Service Distribution and RMD

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

4. 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

5. In-service distributions

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

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

   By Towanda, November 7, 2018
   • 4 replies
   • 1k views
   • 
   • Towanda
   • November 7, 2018

7. 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
   • 963 views
   • 
   • lees
   • January 10, 2017

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

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

9. Inability to Fund after Death

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

10. Inane IRS Funding Deficienty Letter

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

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

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

12. Incidental Benefits and Plan Performance

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

13. Incidental DB test in 412(i)

    By Guest IndyMargaret, June 23, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 2008

14. Incidental Death Benefit

    By retbenser, July 5, 2010
    • 16 replies
    • 11.2k views
    • 
    • david rigby
    • July 15, 2010

15. Incidental Death Benefit

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

16. Incidental Death Benefit

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

17. Incidental Death Benefit in Combo Plan

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

18. Incidental Rule in Regard to Key Employee Insurance

    By Guest MJO, March 18, 2002
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 25, 2002

19. Includable For Coverage, Excludable For Participation?

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

20. Includible Contributions and 2008/2009

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

21. Income Rider on Annuity

    By CassandraS, July 25, 2013   

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

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

    By DW, January 30, 2021
    • 6 replies
    • 1k views
    • 
    • DW
    • February 5, 2021

23. incorrect Plan number

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

24. Incorrect Trustee in Plan Document

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

25. increase accrual rate after nra

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

26. Increase in Base Retirement Benefit for Delayed Retirement

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

27. Increase Normal Retirement Age from 55 to 62

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

28. Increase NRA?

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

29. Increase of Prefunding Balance?

    By Bob in USA, May 2, 2018   

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

30. Increased Accruals After Normal Retirement Age?

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

31. Increased PBGC premiums

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

32. Increased Retirement Age

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

33. Increases after 70.5 for employee in payment?

    By James, May 20, 2022
    • 7 replies
    • 1.8k views
    • 
    • Effen
    • May 24, 2022

34. increasing allocation formula in document

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

35. Increasing Benefits for Former HCEs

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

36. Increasing Benefits to reduce contribution

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

37. 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

38. Increasing plan benefit formula

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

39. increasing rmds additional accruals

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

40. Independent Actuary for Multi Employer Union Plan

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

41. Indexing Deferred Benefits

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

42. Indian Tribal Governments

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

43. Individual aggregate funding

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

44. Individual Aggregate Funding in Year of Termination

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

45. Individual Aggregate to Unit Credit

    By Guest mingblue, April 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • May 1, 2008

46. Individual Annuity Used in Funding Plan

    By austin3515, May 19, 2016
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • May 23, 2016

47. Individual CB Plan for Dr. in Control Group?

    By TPApril, November 14, 2020
    • 1 reply
    • 743 views
    • 
    • C. B. Zeller
    • November 14, 2020

48. Individual CB/DB plan for partnership members with no employees

    By Billypilgrim, December 9, 2020
    • 3 replies
    • 535 views
    • 
    • C. B. Zeller
    • December 9, 2020

49. individually directed cb

    By abanky, April 27, 2007
    • 22 replies
    • 3.6k views
    • 
    • Guest
    • May 5, 2007

50. Individually Owned Annuities in a Cash Balance Plan

    By emmetttrudy, April 6, 2015
    • 12 replies
    • 2.6k views
    • 
    • K2retire
    • April 16, 2015