Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Interest Due on Non-RASD, Delayed Payments?

   By BenefitsCounsel, December 18, 2020   

   • interest
   • rasd
   • (and 1 more)

     Tagged with:

     • interest
     • rasd
     • pension
   • 6 replies
   • 2.3k views
   • 
   • Todd Flessner
   • December 28, 2020

2. Interest on credit balance for quarterly contribution requirement

   By dmb, July 10, 2006
   • 4 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 19, 2008

3. Interest on Late Quarterlies after the plan year

   By Guest Tautened Winds, February 4, 2006
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • February 19, 2006

4. Interest on lump sum

   By SSRRS, December 11, 2025
   • 5 replies
   • 6.6k views
   • 
   • SSRRS
   • December 11, 2025

5. Interest on quarterly contributions

   By Guest Dan Moore, May 15, 2008
   • 0 replies
   • 859 views
   • 
   • Guest
   • May 15, 2008

6. Interest on retroactive payments?

   By AndyH, June 21, 2000
   • 5 replies
   • 7.1k views
   • 
   • AndyH
   • July 16, 2000

7. Interest Rate for 2005

   By Guest Bob_DB, December 20, 2004
   • 1 reply
   • 875 views
   • 
   • david rigby
   • December 20, 2004

8. Interest Rate for EBAR Calculation

   By Stash026, October 23, 2019
   • 2 replies
   • 858 views
   • 
   • Cloudy
   • October 25, 2019

9. Interest Rate for Normal Cost Calculation

   By Guest Bob_DB, April 7, 2005
   • 28 replies
   • 4k views
   • 
   • Guest
   • April 15, 2005

10. Interest Rate Locator

    By Hoard1, July 1, 1999
    • 4 replies
    • 1.5k views
    • 
    • Larry M
    • July 9, 1999

11. Interest Rate Selection (430 & 436)

    By Andy the Actuary, April 5, 2010
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • April 5, 2010

12. Interest rates after PPA

    By FAPInJax, August 10, 2006
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • August 16, 2006

13. Interest Rates for Cash Balance Plan

    By metsfan026, January 24, 2023
    • 11 replies
    • 1.3k views
    • 
    • metsfan026
    • January 25, 2023

14. Interest Rates for Lump Sum Distributions

    By 12AX7, August 19, 2006
    • 1 reply
    • 2.9k views
    • 
    • mwyatt
    • August 19, 2006

15. Internal Actuarial Data - Relius

    By Lexus1, September 7, 2015
    • 6 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 8, 2015

16. Internal Plan Rollovers

    By Young Curmudgeon, December 7, 2013
    • 9 replies
    • 1.9k views
    • 
    • Young Curmudgeon
    • January 2, 2014

17. Interplay Between New Cash Balance Plan and Existing Defined Benefit Pension Plan

    By Guest EMM118, May 12, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2008

18. Interpretaion of a plan amendment

    By Gary, February 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • Wessex
    • February 22, 1999

19. Interpretation of 404 deduction limits

    By Gary, December 8, 2004
    • 4 replies
    • 1.7k views
    • 
    • himt4
    • May 4, 2006

20. Interpretation of act. equiv. mortality table

    By Gary, April 27, 2000
    • 6 replies
    • 2.5k views
    • 
    • Larry M
    • August 21, 2001

21. Interpretation of Plan document definition

    By Gary, August 17, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 1999

22. Interpretation of Plan's assumptions to calculate lump sums

    By Gary, November 14, 2000
    • 2 replies
    • 2k views
    • 
    • Gary
    • November 15, 2000

23. Invest in gold?

    By gregburst, July 22, 2024
    • 3 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • July 23, 2024

24. Investment Advisory Exempt from PBGC Coverage

    By §#$%!, January 28, 2020
    • 5 replies
    • 1.1k views
    • 
    • Draper55
    • January 30, 2020

25. Investment mix

    By david rigby, August 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 6, 2004

26. Investment opportunity.

    By Guest SRisher, September 28, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 28, 2005

27. Investment purchase of restaurant

    By Gary, August 11, 2010
    • 10 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 7, 2010

28. Involuntary Cash Out

    By jim241, February 22, 2018   

    • distributions
    • involuntary cash out
    • (and 3 more)

      Tagged with:

      • distributions
      • involuntary cash out
      • mandatory cash out
      • government plan
      • db
    • 1 reply
    • 594 views
    • 
    • jpod
    • February 22, 2018

29. Involuntary Cashout; Is this workable?

    By AndyH, March 4, 2009
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • March 4, 2009

30. Involuntary cashouts and annuity option

    By AndyH, June 17, 2005
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 20, 2005

31. Involuntary Distribution Provision: GATT Requirements

    By Guest BJGrenier, April 4, 2001
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • April 18, 2001

32. Involuntary Distributions

    By Guest mingblue, July 12, 2001
    • 4 replies
    • 1.7k views
    • 
    • RCK
    • July 16, 2001

33. IR Notice 2015-53 (2016 Mortality Tables)

    By mwyatt, July 31, 2015
    • 10 replies
    • 5.6k views
    • 
    • Andy the Actuary
    • August 4, 2015

34. IRA Rollover

    By Dobber, January 7, 2022
    • 1 reply
    • 647 views
    • 
    • CuseFan
    • January 7, 2022

35. IRA Rollover of Payouts to Restricted HCEs

    By zimbo, August 2, 2007
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • August 3, 2007

36. IRC 1.411(b)-2

    By Guest Janet, November 20, 1998
    • 1 reply
    • 3k views
    • 
    • Lorraine Dorsa
    • December 2, 1998

37. IRC 401: Plan Qualification and J&S Annuity

    By Guest jfreeborn, January 25, 2010
    • 13 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2010

38. IRC 404(a)(7)

    By §#$%!, March 15, 2022
    • 4 replies
    • 909 views
    • 
    • §#$%!
    • March 15, 2022

39. IRC 411(a)(9)

    By Guest PGH.ERISA, April 7, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 7, 2008

40. IRC 412(i) Ist Yr. issues

    By Guest Richard Field, June 2, 2003
    • 0 replies
    • 956 views
    • 
    • Guest
    • June 2, 2003

41. IRC 415 100% comp limit post-NRD

    By Guest, September 27, 2000
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • September 28, 2000

42. IRC 417 Interest Rate

    By mwyatt, February 19, 2003
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • February 21, 2003

43. IRC 436 Frozen Plan

    By Andy the Actuary, November 10, 2008
    • 2 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • November 10, 2008

44. IRC 436 restrictions or 110% test restrictions. Which come first?

    By dmb, March 4, 2013
    • 6 replies
    • 2.4k views
    • 
    • SoCalActuary
    • March 5, 2013

45. IRC 4971

    By lexi, April 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • lexi
    • April 4, 2007

46. IRC 4980(d) Excess Asset Transfer

    By JAY21, July 8, 2013   

    • Is A Form 5310-A needed ?
    • 6 replies
    • 3.7k views
    • 
    • chc93
    • July 12, 2013

47. IRC 7520 Mortality Table

    By JAY21, June 7, 2004
    • 2 replies
    • 2.9k views
    • 
    • JAY21
    • June 8, 2004

48. IRC Sec 4980(d)(3) hurdle

    By Guest dsyrett, March 3, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • March 3, 2003

49. IRC Section 411(b)(1)(H) issue.

    By Guest janie, September 13, 2000
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • September 14, 2000

50. IRC section 415 limit

    By AdKu, February 16, 2017
    • 7 replies
    • 1.3k views
    • 
    • AdKu
    • February 16, 2017