Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Partnership of PCs-2 plans

   By Guest rickw, April 15, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 15, 2002

2. Partnership Plan and Plan Deduction Logistics

   By Gary, October 31, 2005
   • 8 replies
   • 8.7k views
   • 
   • Guest
   • November 4, 2005

3. Party In Interest Definition

   By Guest tlpickard, October 25, 2004
   • 1 reply
   • 1.8k views
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   • Belgarath
   • October 25, 2004

4. Pass through of S-Corp loss?

   By Lame Duck, July 23, 2004
   • 1 reply
   • 1.3k views
   • 
   • JAY21
   • July 27, 2004

5. Pass-Through Expenses--Cash Balance Plan

   By SadieJane, June 18, 2015   

   • plan expenses
   • cash balance
   • 7 replies
   • 2.5k views
   • 
   • QDROphile
   • June 18, 2015

6. Past Service Credit

   By Guest blackacre, September 10, 2003
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • September 15, 2003

7. Past Service to generate PPA 06 Funding Cushion

   By JAY21, April 9, 2008
   • 18 replies
   • 3.3k views
   • 
   • Guest
   • June 18, 2008

8. Path to Enrolled Actuary

   By BG5150, June 12, 2014
   • 29 replies
   • 9k views
   • 
   • AndyH
   • January 8, 2021

9. Pay CB expenses with 401k Forfeiture?

   By Gadgetfreak, December 1, 2021
   • 2 replies
   • 523 views
   • 
   • Gadgetfreak
   • December 1, 2021

10. Paying Annuities from a DC Plan--Does Norris Apply?

    By Guest Grumpy456, April 19, 2006
    • 12 replies
    • 3.4k views
    • 
    • Guest
    • April 21, 2006

11. Paying lump sums after window expires

    By James, October 27, 2018
    • 4 replies
    • 877 views
    • 
    • Todd Flessner
    • October 30, 2018

12. Paying lump sums after window expires- Part II

    By Gary1899, September 5, 2019
    • 4 replies
    • 710 views
    • 
    • Sellarsian
    • September 7, 2019

13. Paying out EE Contribution portion "first"?

    By Guest fcdeacy, May 19, 2005
    • 6 replies
    • 2.5k views
    • 
    • Effen
    • January 25, 2010

14. Paying Out Employee Contributions First

    By Guest fcdeacy, May 2, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2005

15. Paying Random IRS Audit fees from DB Plan assets

    By Barbara, July 11
    • 5 replies
    • 2.6k views
    • 
    • CuseFan
    • July 16

16. Payment of Cash Benefit

    By Guest MC2, February 19, 2007
    • 6 replies
    • 1.5k views
    • 
    • Effen
    • February 21, 2007

17. Payment of Unrestricted Amount To Top 25 HCE

    By Guest merlin, July 12, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2005

18. Payments from non-qualified plan should have been from qualified plan

    By Guest ircreader, April 27, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2004

19. Payments Post-NRA

    By EGB, October 6, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • October 12, 2011

20. payments to missing/lost DB participants

    By Guest gregoryp, October 31, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 15, 2002

21. Payout in the 80's

    By Pension RC, September 8, 2014
    • 7 replies
    • 1.1k views
    • 
    • Pension RC
    • September 11, 2014

22. Payout restrictions

    By Guest pdam, December 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • ScottR
    • January 5, 2009

23. Payout while benefits are restricted

    By Guest GMP, November 25, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • December 1, 2009

24. PBCG audit?

    By Guest jjren, August 28, 2008
    • 1 reply
    • 807 views
    • 
    • Effen
    • August 29, 2008

25. PBG Audit

    By RLR, April 17, 2012
    • 8 replies
    • 1.8k views
    • 
    • RLR
    • April 30, 2012

26. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.3k views
    • 
    • rcline46
    • March 20, 2009

27. PBGC - plan vs. sponsor EIN

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

28. PBGC & Old Retirees

    By SoCalActuary, January 24, 2008
    • 1 reply
    • 856 views
    • 
    • JanetM
    • January 24, 2008

29. PBGC Alternative Treatment (owner benefit waiver) w/QDRO

    By Guest Prytog, November 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 2010

30. PBGC and post-termination PPA amendment

    By Guest Steve C, May 9, 2011
    • 9 replies
    • 6.1k views
    • 
    • david rigby
    • June 28, 2011

31. PBGC Annual Funding Notice

    By JAY21, March 30, 2009
    • 0 replies
    • 1k views
    • 
    • JAY21
    • March 30, 2009

32. PBGC Annual Premium Payment Letters - peeve

    By mwyatt, June 20, 2018
    • 3 replies
    • 793 views
    • 
    • figure 8
    • July 16, 2018

33. PBGC Asserting Novel Claim Under ERISA Section 4068 and 31 U.S.C. Section 3713

    By WestCoast, May 23, 2013
    • 0 replies
    • 1.7k views
    • 
    • WestCoast
    • May 23, 2013

34. PBGC audit

    By Jakyasar, May 5
    • 0 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 5

35. PBGC Audit

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

36. PBGC Beefs Up Security

    By Andy the Actuary, June 18, 2012
    • 11 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 24, 2012

37. PBGC calculations

    By FAPInJax, October 2, 2008
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2008

38. PBGC claim against MTIA assets

    By drakecohen, September 12, 2017   

    • bankruptcy
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 13, 2017

39. PBGC Coverage

    By Guest GG, December 20, 2002
    • 13 replies
    • 3.4k views
    • 
    • AndyH
    • September 10, 2015

40. PBGC Coverage

    By Dougsbpc, August 18, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 18, 2006

41. PBGC Coverage

    By Renee H, October 22
    • 5 replies
    • 571 views
    • 
    • Renee H
    • November 5

42. pbgc coverage

    By Gary, May 27, 2011
    • 1 reply
    • 1.3k views
    • 
    • SoCalActuary
    • May 27, 2011

43. PBGC Coverage

    By Effen, February 21, 2006
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 22, 2006

44. PBGC coverage

    By Earl, February 21, 2014
    • 4 replies
    • 1.6k views
    • 
    • Earl
    • April 4, 2014

45. PBGC Coverage

    By nancy, December 11, 2006
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • December 11, 2006

46. PBGC Coverage

    By flosfur, August 29, 2003
    • 4 replies
    • 2.9k views
    • 
    • flosfur
    • September 1, 2003

47. PBGC Coverage

    By emmetttrudy, October 16, 2009
    • 10 replies
    • 1.6k views
    • 
    • mwyatt
    • October 18, 2009

48. PBGC Coverage

    By Gary, February 10, 2007
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • February 13, 2007

49. PBGC Coverage

    By John Feldt ERPA CPC QPA, May 11, 2012
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 14, 2012

50. pbgc coverage

    By Gary, September 30, 2010
    • 3 replies
    • 2k views
    • 
    • My 2 cents
    • October 4, 2010