Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. deductibility of contribution to underfunded db plan termination

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

2. Deductibility of Contributions

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

3. deductibility of Contributions

   By Dougsbpc, November 30, 2006
   • 9 replies
   • 1.5k views
   • 
   • Dougsbpc
   • December 1, 2006

4. Deductibility of contributions to both DB and DC plans

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

5. Deductibility of insurance premiums in DB plans

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

6. 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

7. Deductibility of unfunded PVAB upon termination = ?

   By Guest Happy Actuary, April 14, 2004
   • 18 replies
   • 3.2k views
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   • Blinky the 3-eyed Fish
   • April 22, 2004

8. 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

9. Deductible cont in under funded plan

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

10. Deductible contribution

    By retbenser, January 13, 2011
    • 5 replies
    • 1.4k views
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    • retbenser
    • January 13, 2011

11. Deductible Contribution

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

12. Deductible Contribution Carryforward

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

13. Deductible Contribution for Terminated PLan

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

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

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

15. Deductible Contributions

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

16. Deductible contributions and tax return due date

    By Guest Alison Williams, July 17, 2002
    • 13 replies
    • 6.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

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

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

18. Deductible limit

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

19. Deductible pension plan contributions

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

20. Deducting the unfunded current liability

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

21. Deducting Unfunded Current Liability

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

22. Deduction and timing

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

23. Deduction For Contribution Equal to Unfunded Current Liability

    By Guest merlin, December 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 20, 2002

24. 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

25. Deduction for Short Taxable Year

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

26. Deduction for Sole Proprietor

    By flosfur, March 30, 2003
    • 17 replies
    • 6.4k views
    • 
    • SoCalActuary
    • July 20, 2004

27. Deduction for Terminating Plan

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

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

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

29. Deduction in year of termination

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

30. Deduction Issues

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

31. Deduction Limit For An affiliated Service Group

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

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

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

33. 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

34. Deduction Limit Unfunded Current Liability

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

35. Deduction Limits after PPA

    By Gary, October 28, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2008

36. deduction limits for sole proprietors

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

37. Deduction mechanics for an unincorporated partnership

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

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

    By Guest sueczer, December 11, 2007
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • December 12, 2007

39. Deduction of Contribution

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

40. 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

41. Deduction of Contributions to a DB Plan

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

42. Deduction of post termination funding

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

43. Deduction on Terminated One-Person Plan

    By Andy the Actuary, August 10, 2015
    • 11 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 11, 2015

44. Deduction on Terminated One-Person Plan

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

45. Deduction question

    By Guest wayneiser, September 13, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • September 14, 2004

46. Deduction question when plan year different than tax year

    By Craig Schiller, July 7, 2022
    • 2 replies
    • 958 views
    • 
    • Nate S
    • July 13, 2022

47. Deduction shown on 7/31/20 filing to be used for 2020 calendar year?

    By SSRRS, May 19, 2021
    • 2 replies
    • 394 views
    • 
    • SSRRS
    • May 20, 2021

48. Deduction Split

    By gregburst, May 3, 2011
    • 4 replies
    • 1.5k views
    • 
    • Calavera
    • May 5, 2011

49. Deduction Timing

    By amcorson, March 30, 2011
    • 1 reply
    • 898 views
    • 
    • K2retire
    • March 30, 2011

50. Deduction Timing

    By 12AX7, April 23, 2009
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2009