Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Contingent 204(h) Notice

   By Guest kmvr, June 26, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 26, 2006

2. Contingent Annuity Question

   By MarZDoates, September 30, 2014
   • 6 replies
   • 3.5k views
   • 
   • My 2 cents
   • October 1, 2014

3. Continue using original plan for new entity

   By SSRRS, April 11, 2019
   • 5 replies
   • 925 views
   • 
   • SSRRS
   • April 11, 2019

4. Continuing Education requirement for EAs

   By dmb, June 5, 2009
   • 5 replies
   • 2k views
   • 
   • Guest
   • June 8, 2009

5. Contrib. within Deductible Limits but not deducted

   By JAY21, April 22, 2009
   • 5 replies
   • 1.1k views
   • 
   • JAY21
   • April 22, 2009

6. contribute more than max deductible for a plan year?

   By figure 8, June 9, 2015
   • 12 replies
   • 2.3k views
   • 
   • figure 8
   • June 10, 2015

7. Contribution & Deduction Timing

   By richard, November 19, 1999
   • 3 replies
   • 2.3k views
   • 
   • richard
   • November 27, 1999

8. contribution 7 filing deadlines

   By Guest mich823, November 9, 2001
   • 2 replies
   • 1.3k views
   • 
   • MGB
   • November 9, 2001

9. Contribution After Plan Termination

   By Dougsbpc, November 27, 2019
   • 0 replies
   • 389 views
   • 
   • Dougsbpc
   • November 27, 2019

10. Contribution and deduction with midyear merger

    By Sue B, July 25, 2020   

    • contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • contribution
      • deduction
      • merger
    • 2 replies
    • 536 views
    • 
    • Sue B
    • July 25, 2020

11. Contribution Confirmation

    By JBones, October 6, 2011
    • 7 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • October 7, 2011

12. Contribution Count for future year

    By SKC, September 15, 2020
    • 2 replies
    • 797 views
    • 
    • david rigby
    • September 15, 2020

13. Contribution date

    By retbenser, September 11, 2013
    • 14 replies
    • 2.8k views
    • 
    • pkfountain
    • October 14, 2013

14. Contribution Deadline

    By Pension RC, April 7, 2015
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • April 7, 2015

15. Contribution Deductibility

    By Stash026, December 22, 2020
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • December 23, 2020

16. Contribution Deductibility Question

    By metsfan026, March 10, 2022
    • 10 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 14, 2022

17. Contribution Deduction

    By Dougsbpc, March 17, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 18, 2005

18. Contribution Deduction for Participating Employer

    By Dougsbpc, December 13, 2010
    • 0 replies
    • 827 views
    • 
    • Dougsbpc
    • December 13, 2010

19. Contribution Eligibility - Profit Sharing + Cash Balance Plans

    By metsfan026, April 18, 2024
    • 2 replies
    • 807 views
    • 
    • Jeff Hartmann
    • April 19, 2024

20. Contribution exceeds Sched C income

    By Earl, October 30, 2002
    • 5 replies
    • 1.8k views
    • 
    • Earl
    • November 1, 2002

21. Contribution for non-employee?

    By Guest forohonek, September 24, 2008
    • 8 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 27, 2008

22. Contribution for Schedule B

    By richard, August 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • August 21, 2000

23. Contribution from Stock Market

    By Madison71, January 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • January 13, 2010

24. contribution in employer stock

    By Scuba 401, November 2, 2010
    • 7 replies
    • 1.4k views
    • 
    • KJohnson
    • November 3, 2010

25. Contribution in excess of maximum deductible amount

    By ac, October 7, 2004
    • 8 replies
    • 2k views
    • 
    • AndyH
    • October 15, 2004

26. Contribution in excess of Sole prop. Earned Income

    By AdKu, April 5, 2016   

    • Contrib in excess of Earning
    • Sole Prop.
    • 2 replies
    • 1k views
    • 
    • spiritrider
    • April 9, 2016

27. Contribution limits for employers?

    By Guest Ellen Levy, February 10, 2010
    • 1 reply
    • 956 views
    • 
    • SoCalActuary
    • February 10, 2010

28. Contribution made after 9/15

    By amoy, September 3, 2014   

    • Minimum funding deadline
    • 3 replies
    • 1.4k views
    • 
    • amoy
    • September 3, 2014

29. Contribution mistakenly booked to VEBA 9/14/04, rebooked 9/17/04

    By Guest DBtech, October 6, 2004
    • 12 replies
    • 1.5k views
    • 
    • AndyH
    • October 7, 2004

30. Contribution of Stock to DB Plan

    By Scott, May 13, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 13, 2003

31. Contribution Other Than in Cash

    By Dougsbpc, February 25, 2016
    • 6 replies
    • 916 views
    • 
    • tymesup
    • February 25, 2016

32. COntribution to a DB Plan

    By Gary, November 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • November 16, 2004

33. Contribution to DB Plan in Excess of Maximum Deductible

    By Guest Chaffee, July 9, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2004

34. Contribution To Plan - Allowable Form?

    By emmetttrudy, September 7, 2012
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 7, 2012

35. contributions after 9/15

    By abanky, October 4, 2011
    • 5 replies
    • 1.2k views
    • 
    • abanky
    • October 5, 2011

36. Contributions Included on Form 5500

    By ac, August 2, 2011
    • 8 replies
    • 2.1k views
    • 
    • Bird
    • August 3, 2011

37. Contributions to a Trust Without a Tax ID ?

    By Guest mingblue, February 9, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 9, 2007

38. Contributions to DBPP

    By Gary, May 29, 2008
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • May 29, 2008

39. Contributions to plan

    By Guest Chip, February 13, 2003
    • 2 replies
    • 960 views
    • 
    • Guest
    • February 14, 2003

40. Contributions withdrawn after being deposited?

    By Jakyasar, August 13, 2021
    • 9 replies
    • 910 views
    • 
    • Jakyasar
    • August 16, 2021

41. Contributory DB Plan

    By JAY21, January 17, 2013   

    • Employee-Derived AB
    • 2 replies
    • 1.5k views
    • 
    • ubermax
    • January 17, 2013

42. Contributory DB Plan and Demutualization Proceeds?

    By Guest azbenefits, August 4, 2004
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • August 9, 2004

43. Contributory DB Plan Involuntary Cash-outs

    By DTH, August 28, 2002
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 29, 2002

44. Contributory DB Plan Question

    By Guest Don N, June 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2000

45. Contributory DB Plans - PPA

    By Guest Grant, June 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • June 20, 2008

46. Contributory DB Plans -- Pre-tax Contributions Allowed?

    By davef, January 21, 1999
    • 4 replies
    • 1.9k views
    • 
    • Gary
    • February 16, 1999

47. Contributory defined benefit plan and method of determining er/ee allo

    By Guest meggie, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

48. Contributory multiemployer DB Plan

    By RWPHoenix, December 28, 2018
    • 5 replies
    • 990 views
    • 
    • AndyH
    • December 31, 2018

49. Control Group - maybe

    By jkdoll2, June 5, 2012
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • June 5, 2012

50. Control Group and PBGC Coverage

    By Catch22PGM, June 29, 2022
    • 8 replies
    • 961 views
    • 
    • Hojo
    • July 1, 2022