Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Minimum hours for year of credited service

   By Pension RC, July 13, 2016
   • 7 replies
   • 1.2k views
   • 
   • My 2 cents
   • July 13, 2016

2. Minimum Lump Sums Under Standard Terminations

   By Andy the Actuary, January 17, 2009
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • January 19, 2009

3. Minimum participation rules - meaningful benefit

   By Guest seissler, April 1, 2005
   • 2 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • April 4, 2005

4. Minimum participation under S401(a)(26)

   By flosfur, October 30, 2005
   • 1 reply
   • 1.7k views
   • 
   • SoCalActuary
   • October 31, 2005

5. minimum participation-2 person rule

   By Draper55, September 25, 2024
   • 7 replies
   • 1.1k views
   • 
   • Gina Alsdorf
   • November 14, 2024

6. Minimum Required Contribution

   By Guest MikeMiller, April 12, 2002
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • April 12, 2002

7. Minimum Required Contribution overfunds terminating plan

   By mattmc82, February 14, 2012
   • 8 replies
   • 1.3k views
   • 
   • mattmc82
   • February 15, 2012

8. Minimum Required Distribution Option

   By jlf, November 6, 1998
   • 0 replies
   • 2.1k views
   • 
   • jlf
   • November 6, 1998

9. Minimum Required Distributions

   By Guest Jonah S, March 7, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 7, 2000

10. Minimum under 417(e) in 2008

    By John Feldt ERPA CPC QPA, February 11, 2008
    • 15 replies
    • 3.9k views
    • 
    • Mike Preston
    • January 14, 2009

11. Minister's housing allowance at plan termination?

    By Kevin C, May 4, 2016
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 4, 2016

12. Minmum contribution

    By retbenser, August 11, 2011
    • 0 replies
    • 775 views
    • 
    • retbenser
    • August 11, 2011

13. Minor as Pension Benefit Annuity Recipient

    By cwallace, August 4, 2021
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 4, 2021

14. Miscoding on IRS Form 1099-R

    By J. Bringhurst, May 11, 2004
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • May 11, 2004

15. Misguided Guidance

    By Andy the Actuary, April 17, 2007
    • 0 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 17, 2007

16. Mish Mash

    By Andy the Actuary, September 27, 2014
    • 0 replies
    • 970 views
    • 
    • Andy the Actuary
    • September 27, 2014

17. MISREPRSENTATION OF AGE

    By LIBERTYKID, August 15, 2011
    • 8 replies
    • 1.6k views
    • 
    • jpod
    • August 16, 2011

18. Missed 1st RMD, how do I calculate it now?

    By Guest DCquestioner, December 2, 2008
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 2009

19. Missed AFTAP Cert Letter on two new small EOY CB Plans

    By CharlesLeggette, October 1, 2015
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • October 1, 2015

20. missed contributions

    By Guest Ray Goetz, November 12, 1998
    • 4 replies
    • 2.9k views
    • 
    • Lorraine Dorsa
    • November 13, 1998

21. Missed minimum funding deadline of September 15, but said date falls on a weekend.

    By Pxhesq, September 21, 2018
    • 10 replies
    • 3.3k views
    • 
    • AndyH
    • October 4, 2018

22. Missed MRC

    By Penman2006, January 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • Penman2006
    • January 3, 2006

23. Missed Participants in a DB plan

    By Guest erepper, May 25, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • May 25, 2005

24. Missed PBGC distribution deadline

    By nancy, December 13, 2000
    • 2 replies
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 17, 2000

25. Missed QPSA payments

    By hollywood, September 18, 2017   

    • qpsa late missed
    • 12 replies
    • 3.2k views
    • 
    • My 2 cents
    • October 17, 2017

26. Missed Quarterly Contribution Cure

    By Andy the Actuary, September 9, 2012
    • 8 replies
    • 2.8k views
    • 
    • Andy the Actuary
    • April 21, 2014

27. Missed quarterly contributions - notification of participants

    By truphao, November 22, 2020   

    • missed quarterlies
    • 2 replies
    • 1.1k views
    • 
    • truphao
    • November 23, 2020

28. Missed quarterly contributionsParticipant Notices

    By Guest guppy, March 17, 2004
    • 17 replies
    • 8.3k views
    • 
    • Effen
    • December 24, 2020

29. Missed restatements - how to handle?

    By ashleys, April 28, 2025
    • 3 replies
    • 1.6k views
    • 
    • Artie M
    • April 29, 2025

30. Missed RMDs

    By Just Me, February 3, 2011
    • 1 reply
    • 1.7k views
    • 
    • masteff
    • February 3, 2011

31. Missing Amendment

    By JBones, February 22, 2011
    • 6 replies
    • 1.3k views
    • 
    • JBones
    • February 28, 2011

32. Missing Employee Contribution Information in a DB Plan

    By richard, January 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • January 26, 2001

33. Missing Employee Data

    By Randy Watson, October 29, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2008

34. Missing marital status

    By Trisports, May 15, 2018   

    • missing spouse
    • retroactive annuity
    • (and 1 more)

      Tagged with:

      • missing spouse
      • retroactive annuity
      • unresponsive participant
    • 2 replies
    • 839 views
    • 
    • david rigby
    • May 16, 2018

35. Missing Participant

    By 12AX7, November 1, 2007
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • November 2, 2007

36. Missing Participant & Rev Proc 2003-44

    By Guest ircreader, November 24, 2003
    • 4 replies
    • 1.8k views
    • 
    • imchipbrown
    • December 2, 2003

37. Missing Participant Turns Up After Paying PBGC

    By BH1528, December 14, 2018
    • 1 reply
    • 722 views
    • 
    • david rigby
    • December 14, 2018

38. Missing Participant under a DB plan termination is now no longer missi

    By david rigby, June 28, 2000
    • 0 replies
    • 1.4k views
    • 
    • david rigby
    • June 28, 2000

39. Missing Participants

    By BTG, August 23, 2010
    • 0 replies
    • 1.4k views
    • 
    • BTG
    • August 23, 2010

40. Missing Participants - DB Termination

    By J. Bringhurst, August 5, 2002
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • June 10, 2003

41. Missing participants in a cash balance plan

    By Guest bucs, August 7, 2012
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • August 9, 2012

42. Missing Participants-PBGC Plan Term

    By JAY21, March 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • JAY21
    • March 9, 2011

43. Missing Participation Agreements and EPCRS

    By jim241, December 5, 2017   

    • epcrs
    • church plan
    • (and 5 more)

      Tagged with:

      • epcrs
      • church plan
      • defined benefit
      • participating employer
      • correction
      • vcp
      • scp
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • December 5, 2017

44. Missing Plan Amendments

    By Gary, August 26, 2009
    • 8 replies
    • 2.1k views
    • 
    • Gary
    • August 31, 2009

45. Mistaken DB contribution

    By k man, May 8, 2000
    • 7 replies
    • 2.1k views
    • 
    • k man
    • May 9, 2000

46. Model 204(h) Notice?

    By emmetttrudy, August 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 13, 2010

47. model defined benefit plan document

    By Guest Bruce Marotta, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

48. Model Funding Notice

    By Effen, February 11, 2009
    • 7 replies
    • 1.4k views
    • 
    • JAY21
    • February 13, 2009

49. Model letter for requesting benefit estimate

    By Guest Excel, January 10, 2003
    • 4 replies
    • 6.7k views
    • 
    • MGB
    • January 10, 2003

50. Model Section 436 Amendment Language?

    By rocknrolls2, November 5, 2009
    • 10 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 15, 2009