Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Owner/HCE Participant Exclusion - New Cash Balance Plan

   By Guest JimJ, May 5, 2005
   • 7 replies
   • 1.8k views
   • 
   • mbozek
   • May 11, 2005

2. Owneship % semantics

   By truphao, July 23, 2024
   • 6 replies
   • 1.1k views
   • 
   • Paul I
   • July 23, 2024

3. Owning Real Estate in Cash Balance Plan

   By metsfan026, July 31, 2023
   • 5 replies
   • 2.6k views
   • 
   • Ilene Ferenczy
   • August 1, 2023

4. P.L. 104-188 and a memo

   By Guest shronesz, January 7, 2003
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 7, 2003

5. Paid out in mid year

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

6. Paid pension for 28 years - then died. Widow denied any benefits (th

   By Guest Kathy Weber, November 5, 2000
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • November 7, 2000

7. Paired Plan - Form 5307

   By retbenser, April 14, 2011
   • 1 reply
   • 995 views
   • 
   • John Feldt ERPA CPC QPA
   • April 14, 2011

8. part time employee excluded from plan

   By Gary, March 17, 2003
   • 5 replies
   • 1.6k views
   • 
   • Gary
   • March 19, 2003

9. part time employee's comp treated as full time for benefit calculation

   By Guest erisa75, December 16, 2011
   • 3 replies
   • 1.4k views
   • 
   • SoCalActuary
   • December 16, 2011

10. Part-Time Eligibilty: Ambiguous Plan Terms?

    By Guest inquirer, March 11, 2003
    • 10 replies
    • 1.6k views
    • 
    • david rigby
    • March 13, 2003

11. Part-time work reducing Accrued Benefit

    By Guest AEA, February 22, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2008

12. Partial Distribution

    By JBones, July 20, 2011
    • 4 replies
    • 1.8k views
    • 
    • JBones
    • August 5, 2011

13. partial distribution - distributable event

    By Guest astonewall, May 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 17, 2003

14. Partial distribution from Fully Insured plan

    By ajc0202, January 27, 2023
    • 1 reply
    • 394 views
    • 
    • ErnieG
    • January 30, 2023

15. Partial Lump Sum Available for Underfunded DB Plan?

    By Guest jfreeborn, November 17, 2009
    • 7 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • November 25, 2009

16. Partial lump sum distribution

    By Guest Roman, September 7, 2005
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 7, 2005

17. Partial Lump Sum to avoid reversion on overfunded portion

    By SSRRS, July 21, 2020
    • 4 replies
    • 945 views
    • 
    • Jakyasar
    • July 22, 2020

18. Partial Plan Termination

    By ishi, June 19, 2009
    • 4 replies
    • 2.2k views
    • 
    • ishi
    • June 30, 2009

19. Partial Plan Termination

    By JAY21, March 9, 2010
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • March 9, 2010

20. Partial Plan Termination

    By Andy the Actuary, July 5, 2007
    • 5 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2007

21. Partial plan termination plan still existing 6 years later

    By SSRRS, July 22, 2022
    • 4 replies
    • 717 views
    • 
    • SSRRS
    • August 3, 2022

22. partial plan termination???

    By Guest Dan Shea, October 2, 1998
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 3, 1998

23. Partial termination and plan termination and vesting

    By AndyH, March 15, 2004
    • 10 replies
    • 2.5k views
    • 
    • AndyH
    • March 17, 2004

24. Partial Termination in small plans

    By flosfur, June 23, 2006
    • 7 replies
    • 2.2k views
    • 
    • Locust
    • June 27, 2006

25. Partial Terminations

    By BTG, September 5, 2007
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • September 14, 2007

26. Partial Withdrawal

    By Zorro1k, August 28, 2015   

    • Partial Withdrawal
    • 13 replies
    • 2.7k views
    • 
    • rcline46
    • September 8, 2015

27. participant count for deficit reduction contribution

    By Guest jbbangell, November 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

28. Participant Count For DREC

    By Guest merlin, September 27, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 28, 2002

29. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 1.8k views
    • 
    • Bird
    • April 12, 2023

30. Participant Disclosure under ERISA

    By Gary, November 23, 1999
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • November 23, 1999

31. Participant elects a lump sum but dies before payment

    By HCE, September 20, 2022
    • 8 replies
    • 2.2k views
    • 
    • fmsinc
    • September 22, 2022

32. Participant Exclusions

    By amcorson, April 25, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 26, 2011

33. Participant in 2 DB Plans, Common Control, Separate Payrolls

    By Guest IRISH79, January 23, 2007
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • January 24, 2007

34. Participant loans in DB plan

    By Guest lisbetf, December 26, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 2002

35. Participant moves from non-owner to owner late in year

    By Trekker, October 14, 2015
    • 3 replies
    • 777 views
    • 
    • Tom Poje
    • October 15, 2015

36. Participant not fully vested-when is distribution required

    By bamma, April 27, 2008
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • April 28, 2008

37. Participant Notice When Benefits Restricted

    By Andy the Actuary, February 29, 2008
    • 0 replies
    • 867 views
    • 
    • Andy the Actuary
    • February 29, 2008

38. Participant Notice?

    By Guest kjk, June 5, 2002
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • June 10, 2002

39. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • tymesup
    • October 5, 2007

40. Participant Notices if Benefit Restrictions apply

    By dmb, January 24, 2008
    • 4 replies
    • 1.7k views
    • 
    • JanetM
    • February 11, 2008

41. Participant Notices required by PBGC - any exception for small plans?

    By Lynn Campbell, August 11, 2004
    • 1 reply
    • 985 views
    • 
    • AndyH
    • August 12, 2004

42. Participant Notices upon termination of employment

    By ac, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • frizzyguy
    • May 3, 2012

43. Participant paid from wrong plan in Master Trust

    By Guest gerry326, January 10, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 12, 2005

44. participant uses false social security number--what happens to benefit?

    By Guest jac, May 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 28, 2004

45. Participant Waivers of Unfunded Benefits

    By Guest Ed F, January 25, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 2001

46. Participant won't cash pension checks - Representative Payee?

    By Effen, June 22, 2004
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 22, 2004

47. Participants Listed on SSA

    By Andy the Actuary, June 11, 2012
    • 1 reply
    • 841 views
    • 
    • SoCalActuary
    • June 11, 2012

48. Participating Employer Contribution

    By Dougsbpc, November 8, 2009
    • 2 replies
    • 905 views
    • 
    • Blinky the 3-eyed Fish
    • November 9, 2009

49. Participating employer/deduction issues

    By Belgarath, March 1, 2011
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • March 1, 2011

50. Participation

    By ombskid, April 25, 2013
    • 4 replies
    • 1k views
    • 
    • ombskid
    • April 25, 2013