Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Deduct 2 years' contributions in 1 tax year?

   By Flyboyjohn, February 16, 2019
   • 5 replies
   • 872 views
   • 
   • Mike Preston
   • February 25, 2019

2. Deduct contribution in 2012 that is deposited in 2011?

   By RobN, February 4, 2011
   • 6 replies
   • 1.3k views
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   • SoCalActuary
   • February 7, 2011

3. Deductibility

   By David, May 21, 2002
   • 0 replies
   • 1.3k views
   • 
   • David
   • May 21, 2002

4. Deductibility & 10% Penalty - Small Plan Termination

   By David, October 5, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • October 6, 2000

5. Deductibility of Contribution

   By Dougsbpc, November 15, 2006
   • 2 replies
   • 1.3k views
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   • SoCalActuary
   • November 17, 2006

6. Deductibility of Contribution of funding liability on termination of d

   By Guest Star Seeker, July 31, 2001
   • 11 replies
   • 2.3k views
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   • Guest
   • August 6, 2001

7. deductibility of contribution to underfunded db plan termination

   By Guest joe22, April 8, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • April 8, 2002

8. Deductibility of Contributions

   By emmetttrudy, June 29, 2010
   • 3 replies
   • 1.2k views
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   • Guest
   • June 29, 2010

9. deductibility of Contributions

   By Dougsbpc, November 30, 2006
   • 9 replies
   • 1.6k views
   • 
   • Dougsbpc
   • December 1, 2006

10. Deductibility of contributions to both DB and DC plans

    By Alan Simpson, November 1, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 1, 2002

11. Deductibility of insurance premiums in DB plans

    By Guest Carol the Writer, September 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 2004

12. Deductibility of one-time large contribution to fully fund and terminate DB.

    By RayJJohnsonJr, July 3, 2017
    • 15 replies
    • 1.8k views
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    • RayJJohnsonJr
    • October 19, 2017

13. Deductibility of unfunded PVAB upon termination = ?

    By Guest Happy Actuary, April 14, 2004
    • 18 replies
    • 3.3k views
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    • Blinky the 3-eyed Fish
    • April 22, 2004

14. Deductibility upon small plan termination; liabilities in excess of PB

    By Guest Don N, July 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 2000

15. Deductible cont in under funded plan

    By Guest Ken Newhouse, November 24, 1998
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 25, 1998

16. Deductible contribution

    By retbenser, January 13, 2011
    • 5 replies
    • 1.5k views
    • 
    • retbenser
    • January 13, 2011

17. Deductible Contribution

    By RLR, May 12, 2011
    • 1 reply
    • 930 views
    • 
    • SoCalActuary
    • May 12, 2011

18. Deductible Contribution Carryforward

    By Just Me, April 1, 2002
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • April 3, 2002

19. Deductible Contribution for Terminated PLan

    By emmetttrudy, January 20, 2011
    • 1 reply
    • 1k views
    • 
    • ScottR
    • January 29, 2011

20. Deductible Contribution to DB plan after year of plan termination

    By YankeeFan, December 23, 2010
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • December 23, 2010

21. Deductible Contributions

    By Guest guppy, August 26, 2003
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • August 28, 2003

22. Deductible contributions and tax return due date

    By Guest Alison Williams, July 17, 2002
    • 13 replies
    • 6.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

23. Deductible contributons for terminating DB plan under 404(g)

    By Guest Ted Munice, February 17, 2000
    • 8 replies
    • 2.1k views
    • 
    • richard
    • February 29, 2000

24. Deductible limit

    By Guest MAS51361, April 17, 2006
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 19, 2006

25. Deductible pension plan contributions

    By Gary, June 27, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 6, 2006

26. Deducting the unfunded current liability

    By FAPInJax, January 27, 2003
    • 4 replies
    • 1.5k views
    • 
    • FAPInJax
    • January 28, 2003

27. Deducting Unfunded Current Liability

    By Blinky the 3-eyed Fish, September 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • September 5, 2002

28. Deduction and timing

    By John Feldt ERPA CPC QPA, April 18, 2008
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • April 18, 2008

29. Deduction For Contribution Equal to Unfunded Current Liability

    By Guest merlin, December 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 20, 2002

30. Deduction for partial year PBGC with DB/DC combo

    By justanotheradmin, January 7, 2015   

    • PBGC
    • deduction
    • (and 1 more)

      Tagged with:

      • PBGC
      • deduction
      • 401k
    • 3 replies
    • 1.8k views
    • 
    • Calavera
    • January 8, 2015

31. Deduction for Short Taxable Year

    By RLR, January 6, 2015
    • 2 replies
    • 1.1k views
    • 
    • RLR
    • January 8, 2015

32. Deduction for Sole Proprietor

    By flosfur, March 30, 2003
    • 17 replies
    • 6.5k views
    • 
    • SoCalActuary
    • July 20, 2004

33. Deduction for Terminating Plan

    By ac, May 21, 2003
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 23, 2003

34. Deduction for Waiver of Premium Contributions-Rev. Rul. 2004-20

    By Guest Ernie Guerriero, March 12, 2004
    • 0 replies
    • 869 views
    • 
    • Guest
    • March 12, 2004

35. Deduction in year of termination

    By FAPInJax, July 21, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 22, 2004

36. Deduction Issues

    By dmb, January 7, 2003
    • 9 replies
    • 1.4k views
    • 
    • MGB
    • January 8, 2003

37. Deduction Limit For An affiliated Service Group

    By Guest merlin, September 20, 2002
    • 9 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2002

38. Deduction Limit Under 404(a)(1)(D)(iv)

    By Guest merlin, August 17, 2004
    • 17 replies
    • 4.2k views
    • 
    • Guest
    • November 18, 2004

39. Deduction Limit under 404(a)(7) & Possible exemption from excise tax

    By Dennis Povloski, February 3, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 9, 2006

40. Deduction Limit Unfunded Current Liability

    By SRM, August 5, 2003
    • 1 reply
    • 963 views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2003

41. Deduction Limits after PPA

    By Gary, October 28, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2008

42. deduction limits for sole proprietors

    By Guest jig100, June 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2002

43. Deduction mechanics for an unincorporated partnership

    By Belgarath, August 1, 2024
    • 3 replies
    • 557 views
    • 
    • Bri
    • August 1, 2024

44. Deduction of 150% UCL, amendment in effect 2 yrs

    By Guest sueczer, December 11, 2007
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 12, 2007

45. Deduction of Contribution

    By Dougsbpc, October 21, 2009
    • 0 replies
    • 1k views
    • 
    • Dougsbpc
    • October 21, 2009

46. Deduction of contributions after year of termination?

    By Dennis Povloski, November 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2005

47. Deduction of Contributions to a DB Plan

    By ac, October 27, 2005
    • 7 replies
    • 1.9k views
    • 
    • flosfur
    • October 30, 2005

48. Deduction of post termination funding

    By Young Curmudgeon, July 22, 2021
    • 3 replies
    • 813 views
    • 
    • Young Curmudgeon
    • July 26, 2021

49. Deduction on Terminated One-Person Plan

    By Andy the Actuary, August 10, 2015
    • 11 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 11, 2015

50. Deduction on Terminated One-Person Plan

    By Andy the Actuary, August 10, 2015
    • 0 replies
    • 691 views
    • 
    • Andy the Actuary
    • August 10, 2015