Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. QDRO Distribution to Ex-spouse: Partial Lump Sum - Cash & Rollover

   By AdKu, April 9, 2018   

   • qdro distribution to ex-spouse: partial lump sum - cash & rollover
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • April 9, 2018

2. Top Heavy

   By Egold, March 11, 2020
   • 2 replies
   • 912 views
   • 
   • CuseFan
   • March 11, 2020

3. Rounding of MAP-21 segment rates

   By dmb, April 11, 2014
   • 2 replies
   • 1.1k views
   • 
   • My 2 cents
   • April 11, 2014

4. Paid out in mid year

   By SSRRS, November 22, 2019
   • 2 replies
   • 550 views
   • 
   • SSRRS
   • November 25, 2019

5. Disability Incidence Table

   By Guest Texas_Acty, March 22, 2006
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • March 23, 2006

6. PBGC Audit

   By Guest ccl, November 7, 2008
   • 2 replies
   • 1k views
   • 
   • tymesup
   • November 7, 2008

7. One month lookback rates 417

   By SoCalActuary, January 21, 2020
   • 2 replies
   • 613 views
   • 
   • Jakyasar
   • January 21, 2020

8. Municipal Plan "Spinoff"

   By LIBOR, October 12, 2001
   • 2 replies
   • 1.4k views
   • 
   • LIBOR
   • October 13, 2001

9. Whipsaw Eliminated

   By Penman2006, September 20, 2006
   • 2 replies
   • 1.5k views
   • 
   • Penman2006
   • September 21, 2006

10. Union Sponsered Defined Benefit question

    By Guest Brent_Hyatt, February 28, 2000
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • March 1, 2000

11. Gatt Rares

    By Guest Gerald Goode, June 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 6, 2001

12. Restricted Distributions under PPA

    By Rob P, August 24, 2007
    • 2 replies
    • 1.1k views
    • 
    • Rob P
    • August 25, 2007

13. 412i plan compliance

    By Gary, November 17, 2007
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • November 19, 2007

14. 415 lump sum limit and several plans

    By abanky, August 24, 2010
    • 2 replies
    • 879 views
    • 
    • abanky
    • August 24, 2010

15. PBGC - plan vs. sponsor EIN

    By Grendel77, July 24, 2014
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • July 25, 2014

16. Valuation date question

    By mphs77, June 15, 2015
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • June 16, 2015

17. Terminating - unresponsive participants

    By Lou81, September 5, 2024
    • 2 replies
    • 838 views
    • 
    • Lou81
    • September 5, 2024

18. Termination of Frozen DB

    By J. Bringhurst, November 13, 2006
    • 2 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • November 13, 2006

19. Unfreeze Plan

    By Dougsbpc, August 24, 2010
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 26, 2010

20. Reporting to PBGC

    By Andy the Actuary, September 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • September 27, 2010

21. What limits are combined when Employer maintains 401k/PS and Cash Balance Plan

    By jkharvey, July 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

22. Benefit Entitlement

    By Gary, November 25, 1998
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • November 25, 1998

23. 30 Year Treasury Rates

    By Guest Don N, March 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 2, 2000

24. 401(a)(17) proration

    By Guest JDL, March 24, 2003
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • March 24, 2003

25. Who is Janet Krueger?

    By Dave Baker, November 21, 2003
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • November 25, 2003

26. Form 8955-SSA

    By AdKu, June 2, 2017
    • 2 replies
    • 1k views
    • 
    • AdKu
    • June 2, 2017

27. Pre-2001 required GUST amendments?

    By Guest FredReilly, December 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 2000

28. lump sum distribution

    By Gary, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 8, 2001

29. FASB Limits

    By FAPInJax, September 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • FAPInJax
    • September 9, 2004

30. AFTAP - One Person Plan

    By Andy the Actuary, January 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 22, 2009

31. Plan Freeze/Termination Lump Sum Question

    By tuni88, September 27, 2010
    • 2 replies
    • 1.9k views
    • 
    • My 2 cents
    • September 27, 2010

32. 415 - annual accrual vs total benefit

    By figure 8, December 26, 2014
    • 2 replies
    • 1.1k views
    • 
    • figure 8
    • December 28, 2014

33. QPSA: def of "earliest retirement age"

    By roy819, November 6, 2018
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • December 13, 2018

34. Benefit Accruals

    By Gary, December 1, 1998
    • 2 replies
    • 2.2k views
    • 
    • Chester
    • December 1, 1998

35. Searching for a Revenue Ruling

    By Gary, November 2, 2001
    • 2 replies
    • 2.8k views
    • 
    • Gary
    • November 3, 2001

36. Pre-participation Compensation

    By 12AX7, December 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • December 21, 2007

37. Benefit Restrictions/Union Plan

    By Guest Sus95, March 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • September 18, 2008

38. Majority Owner for PBGC's standard termination

    By flosfur, May 27, 2008
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 28, 2008

39. Death After Election

    By LIBERTYKID, April 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • April 14, 2014

40. Distress termination

    By Guest JBeck, August 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 12, 2003

41. Covered Compensation proration

    By Guest bcggal, January 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 14, 2010

42. Distribution Calculation for Mandatory Contributory DB Plan

    By Guest lsh, January 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 9, 2004

43. Purchasing Additional Benefit Service

    By RCK, February 25, 2005
    • 2 replies
    • 997 views
    • 
    • Guest
    • February 25, 2005

44. Notice 2007-28

    By Penman2006, April 28, 2008
    • 2 replies
    • 1.4k views
    • 
    • Penman2006
    • April 29, 2008

45. Deadline for Corrective Amendment

    By Pension RC, September 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 15, 2014

46. Excess Assets and Maximum Benefit

    By Dougsbpc, September 9, 2021
    • 2 replies
    • 634 views
    • 
    • Effen
    • September 9, 2021

47. Does a Nondeductible Contribution Considered a Basis On Distribution?

    By Guest amadeus, December 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 27, 2004

48. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • July 13, 2011

49. Annual Funding Notice $50 Million or Not?

    By Just Me, April 9, 2013
    • 2 replies
    • 1k views
    • 
    • Just Me
    • April 10, 2013

50. 415 lump sum question

    By Mister Met, June 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • July 1, 2013