Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Deduction question

   By Guest wayneiser, September 13, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 14, 2004

2. Deduction question when plan year different than tax year

   By Craig Schiller, July 7, 2022
   • 2 replies
   • 1k views
   • 
   • Nate S
   • July 13, 2022

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

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

4. Deduction Split

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

5. Deduction Timing

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

6. Deduction Timing

   By 12AX7, April 23, 2009
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • April 28, 2009

7. Deduction Timing

   By JBones, April 12, 2010
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • April 15, 2010

8. Deduction Timing

   By Andy the Actuary, November 24, 2009
   • 0 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • November 24, 2009

9. Deduction Timing

   By CarolineK, June 6, 2013
   • 3 replies
   • 1.2k views
   • 
   • CarolineK
   • June 7, 2013

10. Deduction under 404(g)(2)

    By WDIK, November 12, 2004
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • November 12, 2004

11. Deduction versus minimum funding deadline and Sch SB

    By Jakyasar, September 18, 2020
    • 4 replies
    • 625 views
    • 
    • Jakyasar
    • September 22, 2020

12. Deduction when fiscal year and plan year are different periods

    By Calavera, May 22, 2009
    • 9 replies
    • 4.6k views
    • 
    • carrots
    • December 22, 2010

13. Deduction When Plan Year does not match Tax Year

    By Dougsbpc, September 27, 2006
    • 6 replies
    • 1.4k views
    • 
    • Dougsbpc
    • September 29, 2006

14. Deductions

    By Christopher Wilson, June 29, 2020
    • 3 replies
    • 919 views
    • 
    • C. B. Zeller
    • June 30, 2020

15. Deductions and CL Interest 2006

    By SoCalActuary, September 13, 2006
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • September 19, 2006

16. Deductions for Self-Employed

    By Catch22PGM, April 28, 2021   

    • cash balance
    • self employed
    • (and 1 more)

      Tagged with:

      • cash balance
      • self employed
      • deduction
    • 2 replies
    • 873 views
    • 
    • Catch22PGM
    • April 28, 2021

17. Deductions to a Sole-Prop DB Plan

    By Guest pension222, May 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 17, 2004

18. deductions/SEP+DBP

    By Jakyasar, October 28, 2019
    • 4 replies
    • 893 views
    • 
    • Earl
    • October 28, 2019

19. Deemed Burn and SB Reporting

    By Guest Jcarolan, May 4, 2012
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • May 6, 2012

20. Deemed Burn for AFTAP <60%

    By Guest Jcarolan, October 14, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 14, 2009

21. Deemed Burn of Balances When There is a Deemed Reduction of the AFTAP

    By Pension RC, August 19, 2013
    • 11 replies
    • 3.6k views
    • 
    • D Syrett
    • October 14, 2014

22. Deemed Burn of Carryover Balance

    By nancy, May 19, 2010
    • 3 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • May 22, 2010

23. Deemed Burn/AFTAP Issue

    By Manatee, March 7, 2019   

    • aftap
    • deemed burn
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2019

24. Deemed Election

    By Dinosaur, September 8, 2009
    • 11 replies
    • 2.6k views
    • 
    • Dinosaur
    • September 9, 2009

25. Deemed Election

    By Dinosaur, June 11, 2009
    • 2 replies
    • 1.1k views
    • 
    • Dinosaur
    • June 11, 2009

26. Deemed Elections on COB and its use on MRC

    By Guest jmrodrig, March 9, 2010
    • 0 replies
    • 875 views
    • 
    • Guest
    • March 9, 2010

27. Deemed reduction in funding balances - 436(f)(3)

    By carrots, August 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 21, 2009

28. deemed reduction of Funding Balance

    By abanky, July 13, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • July 13, 2009

29. Deemed Uniformity & 401(l)

    By LIBOR, May 3, 2005
    • 0 replies
    • 1k views
    • 
    • LIBOR
    • May 3, 2005

30. Deemed Waiver & Voluntary Waiver

    By dmb, March 15, 2011
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • March 15, 2011

31. Def. of Comp.--does it include work comp. payments

    By Guest Maxwell, April 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 24, 2003

32. Default Catastrophe

    By Andy the Actuary, March 13, 2010
    • 3 replies
    • 988 views
    • 
    • Effen
    • March 13, 2010

33. default rollovers- DB plans

    By Guest Teddie, November 17, 2006
    • 0 replies
    • 971 views
    • 
    • Guest
    • November 17, 2006

34. Defaulted loan in a DB plan-how to handle

    By AndyH, June 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • July 8, 2004

35. Defaulted plan loan

    By Gary, June 23, 2010
    • 0 replies
    • 868 views
    • 
    • Gary
    • June 23, 2010

36. Deferral Past NRA

    By Guest shaul, June 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • Effen
    • June 1, 2009

37. Deferred Retiree Benefiting under 410(B)?

    By AndyH, February 24, 2005
    • 10 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 4, 2005

38. Deferred Retirement Option Plan (DROP)

    By Felicia, January 26, 2001
    • 0 replies
    • 2.1k views
    • 
    • Felicia
    • January 26, 2001

39. Deferred Vested Death Benefit

    By Guest kdfox2, April 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 2, 2003

40. Deferring Benefit

    By Guest Nini, January 9, 2007
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • January 9, 2007

41. Deficit Reduction Contribution

    By Rolf Trautmann, April 11, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 11, 2003

42. Deficit Reduction Contribution

    By Guest sdolce, July 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 9, 2001

43. Deficit Reduction Contribution for New Plan

    By Chester, February 9, 2005
    • 0 replies
    • 925 views
    • 
    • Chester
    • February 9, 2005

44. Defined benefit accrual for sole proprietor

    By Connie, November 8, 2017   

    • zero earned income
    • 3 replies
    • 1.1k views
    • 
    • SoCalActuary
    • November 8, 2017

45. Defined Benefit Administrator

    By Guest DBDude, January 25, 2010
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • January 28, 2010

46. Defined Benefit and 501(c)(3) Inurement

    By ERISA-Bubs, January 25, 2011
    • 0 replies
    • 1k views
    • 
    • ERISA-Bubs
    • January 25, 2011

47. Defined Benefit and SEP IRA

    By Guest AbbyP, October 26, 2009
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • November 3, 2009

48. Defined Benefit contribution

    By jkdoll2, July 19, 2011
    • 14 replies
    • 1.7k views
    • 
    • AndyH
    • July 22, 2011

49. Defined Benefit Distributions

    By Guest Nathan Kolbes, August 14, 2007
    • 0 replies
    • 906 views
    • 
    • Guest
    • August 14, 2007

50. Defined Benefit for someone currently receiving retirement income

    By dmb, March 26, 2002
    • 3 replies
    • 1.5k views
    • 
    • dmb
    • March 26, 2002