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Plan Terminations

1,076 topics in this forum

  1. Plan termination - when can distributions be made

    By Santo Gold,
    • 7 replies
    • 1k views

  2. SDB

    By PS,
    • 2 replies
    • 597 views

  3. 457b

    By PS,
    • 2 replies
    • 716 views

  4. 204(h) notice for terminating plans

    By PS,
    • 2 replies
    • 433 views

  5. 401k Plan termination for a business being sold

    By Santo Gold,
    • 4 replies
    • 529 views

  6. Stock Sale - Plan Termination

    By PS,
    • 2 replies
    • 613 views

  7. new owners - plan termination

    By Santo Gold,
    • 3 replies
    • 658 views

  8. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 1.3k views

  9. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 403 views

  10. Short Final Year Exception & Asset Sales

    By Appalachian_Trail,
    • 0 replies
    • 1.2k views

  11. Plan Termination of DB Plan

    By Egold,
    • 4 replies
    • 2.4k views

  12. Profit Sharing contribution and Safe harbor for 2025

    By PS,
    • 0 replies
    • 1.8k views
    • PS
    • PS

  13. True up contribution

    By PS,
    • 2 replies
    • 1.4k views

  14. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 403 views
    • PS
    • PS

  15. 3(21) agreement

    By PS,
    • 2 replies
    • 878 views

  16. Return of excess correction

    By PS,
    • 2 replies
    • 777 views
    • PS
    • PS

  17. ROE correction

    By PS,
    • 1 reply
    • 487 views

  18. RMD

    By Egold,
    • 3 replies
    • 909 views

  19. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 662 views

  20. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 1.1k views

  21. Terminated Plan are 1099's Required

    By DPSRich,
    • 9 replies
    • 1.3k views

  22. Plan assets reverted to the employer

    By Elizabeth Matthews,
    • 5 replies
    • 1.3k views

  23. Terminate Again

    By Dougsbpc,
    • 3 replies
    • 1.1k views

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

    By Belgarath,
    • 13 replies
    • 1.3k views

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

    By Belgarath,
    • 4 replies
    • 1.3k views

  26. Severance

    By PS,
    • 2 replies
    • 1k views

  27. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 869 views

  28. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.4k views

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

    By t.haley,
    • 2 replies
    • 1.2k views

  30. Good Faith Amendment

    By PS,
    • 3 replies
    • 1.1k views

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

    By t.haley,
    • 5 replies
    • 1.8k views
    • Bri
    • Bri

  32. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.6k views

  33. self-directed brokage account

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

  34. 5500 due date after plan termination

    By Dougsbpc,
    • 2 replies
    • 1.6k views

  35. Pension Plan Termination

    By rtheis,
    • 2 replies
    • 1.3k views

  36. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 815 views

  37. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 1.1k views

  38. Rehiring employee after plan termination

    By erisageek1978,
    • 2 replies
    • 1.4k views

  39. Change address on 5500

    By Lou81,
    • 2 replies
    • 1.5k views

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

    By Belgarath,
    • 4 replies
    • 1.5k views

  41. Puerto Rico Plan Termination

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

  42. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 918 views

  43. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 765 views
    • PS
    • PS

  44. Small Plan PBGC Termination Question

    By Lou S.,
    • 6 replies
    • 1.5k views

  45. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 1k views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  47. Invoice reimbursement

    By PS,
    • 0 replies
    • 655 views
    • PS
    • PS

  48. Partial Plan Terminations

    By Belgarath,
    • 3 replies
    • 1.2k views

  49. Does the 10% Penalty Apply

    By DPSRich,
    • 1 reply
    • 853 views

  50. notifying PBGC

    By erisageek1978,
    • 3 replies
    • 1.3k views
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