Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Minimum Required Distributions

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

2. Minimum under 417(e) in 2008

   By John Feldt ERPA CPC QPA, February 11, 2008
   • 15 replies
   • 3.8k views
   • 
   • Mike Preston
   • January 14, 2009

3. Minister's housing allowance at plan termination?

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

4. Minmum contribution

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

5. Minor as Pension Benefit Annuity Recipient

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

6. Miscoding on IRS Form 1099-R

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

7. Misguided Guidance

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

8. Mish Mash

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

9. MISREPRSENTATION OF AGE

   By LIBERTYKID, August 15, 2011
   • 8 replies
   • 1.5k views
   • 
   • jpod
   • August 16, 2011

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

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

11. 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

12. missed contributions

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

13. 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

14. Missed MRC

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

15. Missed Participants in a DB plan

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

16. Missed PBGC distribution deadline

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

17. Missed QPSA payments

    By hollywood, September 18, 2017   

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

18. Missed Quarterly Contribution Cure

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

19. Missed quarterly contributions - notification of participants

    By truphao, November 22, 2020   

    • missed quarterlies
    • 2 replies
    • 1k views
    • 
    • truphao
    • November 23, 2020

20. Missed quarterly contributionsParticipant Notices

    By Guest guppy, March 17, 2004
    • 17 replies
    • 8.2k views
    • 
    • Effen
    • December 24, 2020

21. Missed restatements - how to handle?

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

22. Missed RMDs

    By Just Me, February 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • February 3, 2011

23. Missing Amendment

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

24. Missing Employee Contribution Information in a DB Plan

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

25. Missing Employee Data

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

26. 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
    • 817 views
    • 
    • david rigby
    • May 16, 2018

27. Missing Participant

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

28. Missing Participant & Rev Proc 2003-44

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

29. Missing Participant Turns Up After Paying PBGC

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

30. 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

31. Missing Participants

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

32. Missing Participants - DB Termination

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

33. Missing participants in a cash balance plan

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

34. Missing Participants-PBGC Plan Term

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

35. 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
    • 1.2k views
    • 
    • jpod
    • December 5, 2017

36. Missing Plan Amendments

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

37. Mistaken DB contribution

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

38. Model 204(h) Notice?

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

39. model defined benefit plan document

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

40. Model Funding Notice

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

41. Model letter for requesting benefit estimate

    By Guest Excel, January 10, 2003
    • 4 replies
    • 6.6k views
    • 
    • MGB
    • January 10, 2003

42. Model Section 436 Amendment Language?

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

43. Modest DB-Max DB Contributions

    By JAY21, May 17, 2006
    • 5 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 18, 2006

44. Modified Aggregate Funding

    By Guest MikeMiller, May 3, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2002

45. Modified Aggregate Funding Method

    By Guest HaroldA, June 17, 2005
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • June 21, 2005

46. modified cash refund formula

    By Guest rpreston, November 5, 2002
    • 2 replies
    • 2.9k views
    • 
    • MGB
    • November 5, 2002

47. Modifying Credit Balance Usuage Election

    By Andy the Actuary, February 25, 2011
    • 1 reply
    • 804 views
    • 
    • Guest
    • February 25, 2011

48. Money Purchase

    By Guest qualified plan, April 12, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2005

49. Money Purchase Plan

    By Guest printogirl, November 12, 2009
    • 12 replies
    • 2.3k views
    • 
    • Bird
    • November 13, 2009

50. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2001