Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

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

   By Guest erisa75, December 16, 2011
   • 3 replies
   • 1.3k views
   • 
   • SoCalActuary
   • December 16, 2011

2. Part-Time Eligibilty: Ambiguous Plan Terms?

   By Guest inquirer, March 11, 2003
   • 10 replies
   • 1.5k views
   • 
   • david rigby
   • March 13, 2003

3. Part-time work reducing Accrued Benefit

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

4. Partial Distribution

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

5. partial distribution - distributable event

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

6. Partial distribution from Fully Insured plan

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

7. Partial Lump Sum Available for Underfunded DB Plan?

   By Guest jfreeborn, November 17, 2009
   • 7 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • November 25, 2009

8. Partial lump sum distribution

   By Guest Roman, September 7, 2005
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • September 7, 2005

9. Partial Lump Sum to avoid reversion on overfunded portion

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

10. Partial Plan Termination

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

11. Partial Plan Termination

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

12. Partial Plan Termination

    By Andy the Actuary, July 5, 2007
    • 5 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2007

13. Partial plan termination plan still existing 6 years later

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

14. partial plan termination???

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

15. Partial termination and plan termination and vesting

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

16. Partial Termination in small plans

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

17. Partial Terminations

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

18. Partial Withdrawal

    By Zorro1k, August 28, 2015   

    • Partial Withdrawal
    • 13 replies
    • 2.6k views
    • 
    • rcline46
    • September 8, 2015

19. 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

20. Participant Count For DREC

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

21. Participant died, no beneficiary form on file

    By truphao, April 11, 2023
    • 13 replies
    • 1.7k views
    • 
    • Bird
    • April 12, 2023

22. Participant Disclosure under ERISA

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

23. Participant elects a lump sum but dies before payment

    By HCE, September 20, 2022
    • 8 replies
    • 2.1k views
    • 
    • fmsinc
    • September 22, 2022

24. Participant Exclusions

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

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

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

26. Participant loans in DB plan

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

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

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

28. Participant not fully vested-when is distribution required

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

29. Participant Notice When Benefits Restricted

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

30. Participant Notice?

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

31. Participant Notices

    By tuni88, October 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • tymesup
    • October 5, 2007

32. Participant Notices if Benefit Restrictions apply

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

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

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

34. Participant Notices upon termination of employment

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

35. Participant paid from wrong plan in Master Trust

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

36. 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

37. Participant Waivers of Unfunded Benefits

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

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

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

39. Participants Listed on SSA

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

40. Participating Employer Contribution

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

41. Participating employer/deduction issues

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

42. Participation

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

43. Participation in DC plan by participant in frozen, overfunded DB plan.

    By Guest Jae, June 20, 2000
    • 35 replies
    • 5.1k views
    • 
    • rcline46
    • August 23, 2002

44. Participation under 415(b)(5)(A)

    By Guest pension222, December 5, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 2002

45. partner deductions

    By Gary, June 7, 2012
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • June 14, 2012

46. Partners of LLC - Pension Deductions

    By Gary, March 13, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • March 23, 2008

47. Partnership DB Plan

    By Blinky the 3-eyed Fish, November 8, 2007
    • 16 replies
    • 2.9k views
    • 
    • AndyH
    • November 14, 2007

48. partnership income, pension deductions

    By Gary, April 13, 2012
    • 3 replies
    • 3.1k views
    • 
    • Gary
    • April 16, 2012

49. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2000

50. Partnership Net Earned Income Issues

    By Guest Doug Goelz, November 19, 2003
    • 10 replies
    • 3.3k views
    • 
    • Mike Preston
    • December 1, 2003