Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

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

   By Guest Jae, June 20, 2000
   • 35 replies
   • 5.2k views
   • 
   • rcline46
   • August 23, 2002

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

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

3. partner deductions

   By Gary, June 7, 2012
   • 5 replies
   • 1.8k views
   • 
   • Belgarath
   • June 14, 2012

4. Partners of LLC - Pension Deductions

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

5. Partnership DB Plan

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

6. partnership income, pension deductions

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

7. Partnership Info Needed

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

8. Partnership Net Earned Income Issues

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

9. Partnership of PCs-2 plans

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

10. Partnership Plan and Plan Deduction Logistics

    By Gary, October 31, 2005
    • 8 replies
    • 8.8k views
    • 
    • Guest
    • November 4, 2005

11. Party In Interest Definition

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

12. Pass through of S-Corp loss?

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

13. Pass-Through Expenses--Cash Balance Plan

    By SadieJane, June 18, 2015   

    • plan expenses
    • cash balance
    • 7 replies
    • 2.6k views
    • 
    • QDROphile
    • June 18, 2015

14. Past Service Credit

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

15. Past Service to generate PPA 06 Funding Cushion

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

16. Path to Enrolled Actuary

    By BG5150, June 12, 2014
    • 29 replies
    • 9.2k views
    • 
    • AndyH
    • January 8, 2021

17. Pay CB expenses with 401k Forfeiture?

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

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

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

19. Paying lump sums after window expires

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

20. Paying lump sums after window expires- Part II

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

21. Paying out EE Contribution portion "first"?

    By Guest fcdeacy, May 19, 2005
    • 6 replies
    • 2.6k views
    • 
    • Effen
    • January 25, 2010

22. Paying Out Employee Contributions First

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

23. Paying Random IRS Audit fees from DB Plan assets

    By Barbara, July 11, 2025
    • 5 replies
    • 2.7k views
    • 
    • CuseFan
    • July 16, 2025

24. Payment of Cash Benefit

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

25. Payment of Unrestricted Amount To Top 25 HCE

    By Guest merlin, July 12, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 12, 2005

26. 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

27. Payments Post-NRA

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

28. payments to missing/lost DB participants

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

29. Payout in the 80's

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

30. Payout restrictions

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

31. Payout while benefits are restricted

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

32. PBCG audit?

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

33. PBG Audit

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

34. PBGC

    By Randy Watson, March 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • March 20, 2009

35. PBGC - plan vs. sponsor EIN

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

36. PBGC & Old Retirees

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

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

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

38. PBGC and post-termination PPA amendment

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

39. PBGC Annual Funding Notice

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

40. PBGC Annual Premium Payment Letters - peeve

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

41. 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

42. PBGC audit

    By Jakyasar, May 5, 2025
    • 0 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 5, 2025

43. PBGC Audit

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

44. PBGC Audit

    By Jakyasar, December 2, 2025
    • 3 replies
    • 313 views
    • 
    • Jakyasar
    • December 4, 2025

45. PBGC Beefs Up Security

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

46. PBGC calculations

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

47. PBGC claim against MTIA assets

    By drakecohen, September 12, 2017   

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

48. PBGC Coverage

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

49. PBGC Coverage

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

50. PBGC Coverage

    By Renee H, October 22, 2025
    • 5 replies
    • 756 views
    • 
    • Renee H
    • November 5, 2025