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Plan Terminations

1,078 topics in this forum

  1. Vesting at Plan Termination

    By PensionPro,
    • 10 replies
    • 700 views

  2. 5500 due date after plan termination

    By Dougsbpc,
    • 3 replies
    • 1.7k views

  3. Plan Termination Participants paid from wrong account

    By Dougsbpc,
    • 4 replies
    • 486 views

  4. Plan termination - when can distributions be made

    By Santo Gold,
    • 7 replies
    • 1.4k views

  5. SDB

    By PS,
    • 2 replies
    • 734 views

  6. 457b

    By PS,
    • 2 replies
    • 933 views

  7. 204(h) notice for terminating plans

    By PS,
    • 2 replies
    • 622 views

  8. 401k Plan termination for a business being sold

    By Santo Gold,
    • 4 replies
    • 860 views

  9. Stock Sale - Plan Termination

    By PS,
    • 2 replies
    • 744 views

  10. new owners - plan termination

    By Santo Gold,
    • 3 replies
    • 770 views

  11. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 1.5k views

  12. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 536 views

  13. Short Final Year Exception & Asset Sales

    By Appalachian_Trail,
    • 0 replies
    • 1.3k views

  14. Plan Termination of DB Plan

    By Egold,
    • 4 replies
    • 2.5k views

  15. Profit Sharing contribution and Safe harbor for 2025

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

  16. True up contribution

    By PS,
    • 2 replies
    • 1.5k views

  17. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 456 views
    • PS
    • PS

  18. 3(21) agreement

    By PS,
    • 2 replies
    • 953 views

  19. Return of excess correction

    By PS,
    • 2 replies
    • 864 views
    • PS
    • PS

  20. ROE correction

    By PS,
    • 1 reply
    • 567 views

  21. RMD

    By Egold,
    • 3 replies
    • 1k views

  22. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 754 views

  23. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 1.2k views

  24. Terminated Plan are 1099's Required

    By DPSRich,
    • 9 replies
    • 1.5k views

  25. Plan assets reverted to the employer

    By Elizabeth Matthews,
    • 5 replies
    • 1.5k views

  26. Terminate Again

    By Dougsbpc,
    • 3 replies
    • 1.2k views

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

    By Belgarath,
    • 13 replies
    • 1.5k views

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

    By Belgarath,
    • 4 replies
    • 1.4k views

  29. Severance

    By PS,
    • 2 replies
    • 1.1k views

  30. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 932 views

  31. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.6k views

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

    By t.haley,
    • 2 replies
    • 1.3k views

  33. Good Faith Amendment

    By PS,
    • 3 replies
    • 1.2k views

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

    By t.haley,
    • 5 replies
    • 2.1k views
    • Bri
    • Bri

  35. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.7k views

  36. self-directed brokage account

    By PS,
    • 2 replies
    • 1.3k views
    • PS
    • PS

  37. Pension Plan Termination

    By rtheis,
    • 2 replies
    • 1.4k views

  38. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 874 views

  39. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 1.2k views

  40. Rehiring employee after plan termination

    By erisageek1978,
    • 2 replies
    • 1.5k views

  41. Change address on 5500

    By Lou81,
    • 2 replies
    • 1.6k views

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

    By Belgarath,
    • 4 replies
    • 1.6k views

  43. Puerto Rico Plan Termination

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

  44. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 992 views

  45. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 817 views
    • PS
    • PS

  46. Small Plan PBGC Termination Question

    By Lou S.,
    • 6 replies
    • 1.6k views

  47. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 1.1k views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.9k views

  49. Invoice reimbursement

    By PS,
    • 0 replies
    • 709 views
    • PS
    • PS

  50. Partial Plan Terminations

    By Belgarath,
    • 3 replies
    • 1.3k views
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