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Plan Terminations

1,079 topics in this forum

  1. Participant's SSN is Invalid

    By Lauren0507,
    • 1 reply
    • 699 views

  2. Vesting at Plan Termination

    By PensionPro,
    • 10 replies
    • 978 views

  3. 5500 due date after plan termination

    By Dougsbpc,
    • 3 replies
    • 1.9k views

  4. Plan Termination Participants paid from wrong account

    By Dougsbpc,
    • 4 replies
    • 623 views

  5. Plan termination - when can distributions be made

    By Santo Gold,
    • 7 replies
    • 1.6k views

  6. SDB

    By PS,
    • 2 replies
    • 866 views

  7. 457b

    By PS,
    • 2 replies
    • 1.1k views

  8. 204(h) notice for terminating plans

    By PS,
    • 2 replies
    • 729 views

  9. 401k Plan termination for a business being sold

    By Santo Gold,
    • 4 replies
    • 1k views

  10. Stock Sale - Plan Termination

    By PS,
    • 2 replies
    • 828 views

  11. new owners - plan termination

    By Santo Gold,
    • 3 replies
    • 898 views

  12. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 1.7k views

  13. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 629 views

  14. Short Final Year Exception & Asset Sales

    By Appalachian_Trail,
    • 0 replies
    • 1.3k views

  15. Plan Termination of DB Plan

    By Egold,
    • 4 replies
    • 2.6k views

  16. Profit Sharing contribution and Safe harbor for 2025

    By PS,
    • 0 replies
    • 1.9k views
    • PS
    • PS

  17. True up contribution

    By PS,
    • 2 replies
    • 1.6k views

  18. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 501 views
    • PS
    • PS

  19. 3(21) agreement

    By PS,
    • 2 replies
    • 1k views

  20. Return of excess correction

    By PS,
    • 2 replies
    • 929 views
    • PS
    • PS

  21. ROE correction

    By PS,
    • 1 reply
    • 618 views

  22. RMD

    By Egold,
    • 3 replies
    • 1.1k views

  23. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 838 views

  24. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 1.3k views

  25. Terminated Plan are 1099's Required

    By DPSRich,
    • 9 replies
    • 1.7k views

  26. Plan assets reverted to the employer

    By Elizabeth Matthews,
    • 5 replies
    • 1.6k views

  27. Terminate Again

    By Dougsbpc,
    • 3 replies
    • 1.3k views

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

    By Belgarath,
    • 13 replies
    • 1.6k views

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

    By Belgarath,
    • 4 replies
    • 1.6k views

  30. Severance

    By PS,
    • 2 replies
    • 1.2k views

  31. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 1k views

  32. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.7k views

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

    By t.haley,
    • 2 replies
    • 1.4k views

  34. Good Faith Amendment

    By PS,
    • 3 replies
    • 1.2k views

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

    By t.haley,
    • 5 replies
    • 2.3k views
    • Bri
    • Bri

  36. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.9k views

  37. self-directed brokage account

    By PS,
    • 2 replies
    • 1.4k views
    • PS
    • PS

  38. Pension Plan Termination

    By rtheis,
    • 2 replies
    • 1.5k views

  39. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 943 views

  40. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 1.2k views

  41. Rehiring employee after plan termination

    By erisageek1978,
    • 2 replies
    • 1.6k views

  42. Change address on 5500

    By Lou81,
    • 2 replies
    • 1.7k views

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

    By Belgarath,
    • 4 replies
    • 1.7k views

  44. Puerto Rico Plan Termination

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

  45. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 1.1k views

  46. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 869 views
    • PS
    • PS

  47. Small Plan PBGC Termination Question

    By Lou S.,
    • 6 replies
    • 1.7k views

  48. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 1.1k views

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

    By AlbanyConsultant,
    • 4 replies
    • 2.1k views

  50. Invoice reimbursement

    By PS,
    • 0 replies
    • 768 views
    • PS
    • PS
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