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Plan Terminations

1,074 topics in this forum

  1. 457b

    By PS,
    • 2 replies
    • 282 views

  2. 204(h) notice for terminating plans

    By PS,
    • 2 replies
    • 203 views

  3. 401k Plan termination for a business being sold

    By Santo Gold,
    • 4 replies
    • 297 views

  4. Stock Sale - Plan Termination

    By PS,
    • 2 replies
    • 440 views

  5. new owners - plan termination

    By Santo Gold,
    • 3 replies
    • 504 views

  6. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 1.1k views

  7. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 303 views

  8. Short Final Year Exception & Asset Sales

    By Appalachian_Trail,
    • 0 replies
    • 1.2k views

  9. Plan Termination of DB Plan

    By Egold,
    • 4 replies
    • 2.3k views

  10. Profit Sharing contribution and Safe harbor for 2025

    By PS,
    • 0 replies
    • 1.7k views
    • PS
    • PS

  11. True up contribution

    By PS,
    • 2 replies
    • 1.2k views

  12. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 343 views
    • PS
    • PS

  13. 3(21) agreement

    By PS,
    • 2 replies
    • 792 views

  14. Return of excess correction

    By PS,
    • 2 replies
    • 687 views
    • PS
    • PS

  15. ROE correction

    By PS,
    • 1 reply
    • 407 views

  16. RMD

    By Egold,
    • 3 replies
    • 819 views

  17. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 590 views

  18. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 1k views

  19. Terminated Plan are 1099's Required

    By DPSRich,
    • 9 replies
    • 1.2k views

  20. Plan assets reverted to the employer

    By Elizabeth Matthews,
    • 5 replies
    • 1.2k views

  21. Terminate Again

    By Dougsbpc,
    • 3 replies
    • 1k views

  22. Money Purchase Plan termination where assets are with TIAA in individual annuities

    By Belgarath,
    • 13 replies
    • 1.1k views

  23. Plan termination (DC - 401(k) plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  24. Severance

    By PS,
    • 2 replies
    • 938 views

  25. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 811 views

  26. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.3k views

  27. pre-approved 401k plan with multiple missed restatements - how to correct?

    By t.haley,
    • 2 replies
    • 1.1k views

  28. Good Faith Amendment

    By PS,
    • 3 replies
    • 1k views

  29. Overlap between last payroll and plan termination date - how to process deferrals?

    By t.haley,
    • 5 replies
    • 1.6k views
    • Bri
    • Bri

  30. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.4k views

  31. self-directed brokage account

    By PS,
    • 2 replies
    • 1.2k views
    • PS
    • PS

  32. 5500 due date after plan termination

    By Dougsbpc,
    • 2 replies
    • 1.5k views

  33. Pension Plan Termination

    By rtheis,
    • 2 replies
    • 1.3k views

  34. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 760 views

  35. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 1k views

  36. Rehiring employee after plan termination

    By erisageek1978,
    • 2 replies
    • 1.2k views

  37. Change address on 5500

    By Lou81,
    • 2 replies
    • 1.4k views

  38. Stock sale - plan issues not addressed in purchase and sale agreement, etc., of course...

    By Belgarath,
    • 4 replies
    • 1.4k views

  39. Puerto Rico Plan Termination

    By PS,
    • 3 replies
    • 1.6k views
    • PS
    • PS

  40. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 835 views

  41. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 720 views
    • PS
    • PS

  42. Small Plan PBGC Termination Question

    By Lou S.,
    • 6 replies
    • 1.4k views

  43. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 927 views

  44. terminate 401k/SH... start SIMPLE IRA in the same calendar year?

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

  45. Invoice reimbursement

    By PS,
    • 0 replies
    • 611 views
    • PS
    • PS

  46. Partial Plan Terminations

    By Belgarath,
    • 3 replies
    • 1.1k views

  47. Does the 10% Penalty Apply

    By DPSRich,
    • 1 reply
    • 804 views

  48. notifying PBGC

    By erisageek1978,
    • 3 replies
    • 1.2k views

  49. Minimum required distribution

    By PS,
    • 5 replies
    • 961 views

  50. cross tax correction

    By PS,
    • 10 replies
    • 1.4k views
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