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Plan Terminations

1,071 topics in this forum

  1. Stock Sale - Plan Termination

    By PS,
    • 2 replies
    • 399 views

  2. new owners - plan termination

    By Santo Gold,
    • 3 replies
    • 474 views

  3. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 1.1k views

  4. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 291 views

  5. Short Final Year Exception & Asset Sales

    By Appalachian_Trail,
    • 0 replies
    • 1.2k views

  6. Plan Termination of DB Plan

    By Egold,
    • 4 replies
    • 2.3k views

  7. Profit Sharing contribution and Safe harbor for 2025

    By PS,
    • 0 replies
    • 1.7k views

  8. True up contribution

    By PS,
    • 2 replies
    • 1.2k views

  9. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 337 views

  10. 3(21) agreement

    By PS,
    • 2 replies
    • 786 views

  11. Return of excess correction

    By PS,
    • 2 replies
    • 676 views

  12. ROE correction

    By PS,
    • 1 reply
    • 397 views

  13. RMD

    By Egold,
    • 3 replies
    • 809 views

  14. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 580 views

  15. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 987 views

  16. Terminated Plan are 1099's Required

    By DPSRich,
    • 9 replies
    • 1.1k views

  17. Plan assets reverted to the employer

    By Elizabeth Matthews,
    • 5 replies
    • 1.2k views

  18. Terminate Again

    By Dougsbpc,
    • 3 replies
    • 1k views

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

    By Belgarath,
    • 13 replies
    • 1.1k views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

  21. Severance

    By PS,
    • 2 replies
    • 926 views

  22. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 803 views

  23. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.2k views

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

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

  25. Good Faith Amendment

    By PS,
    • 3 replies
    • 994 views

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

    By t.haley,
    • 5 replies
    • 1.5k views
    • Bri
    • Bri

  27. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.4k views

  28. self-directed brokage account

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

  29. 5500 due date after plan termination

    By Dougsbpc,
    • 2 replies
    • 1.4k views

  30. Pension Plan Termination

    By rtheis,
    • 2 replies
    • 1.2k views

  31. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 753 views

  32. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 993 views

  33. Rehiring employee after plan termination

    By erisageek1978,
    • 2 replies
    • 1.2k views

  34. Change address on 5500

    By Lou81,
    • 2 replies
    • 1.3k views

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

    By Belgarath,
    • 4 replies
    • 1.4k views

  36. Puerto Rico Plan Termination

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

  37. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 825 views

  38. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 706 views
    • PS
    • PS

  39. Small Plan PBGC Termination Question

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

  40. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 917 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.3k views

  42. Invoice reimbursement

    By PS,
    • 0 replies
    • 608 views
    • PS
    • PS

  43. Partial Plan Terminations

    By Belgarath,
    • 3 replies
    • 1.1k views

  44. Does the 10% Penalty Apply

    By DPSRich,
    • 1 reply
    • 794 views

  45. notifying PBGC

    By erisageek1978,
    • 3 replies
    • 1.1k views

  46. Minimum required distribution

    By PS,
    • 5 replies
    • 944 views

  47. cross tax correction

    By PS,
    • 10 replies
    • 1.3k views

  48. Terminating plan with unresponsive beneficiary

    By PS,
    • 0 replies
    • 595 views
    • PS
    • PS

  49. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.4k views

  50. OFAC

    By PS,
    • 4 replies
    • 901 views
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