Plan Terminations

1,058 topics in this forum

1. 401k termination/403b in controlled group

   By dixieandruby, May 9
   • 1 reply
   • 287 views
   • 
   • Artie M
   • May 12

2. 401(k) Plan abandoned and missing contributions

   By Jennifer D., April 2
   • 2 replies
   • 554 views
   • 
   • Peter Gulia
   • April 2

3. Terminated Plan are 1099's Required

   By DPSRich, January 25
   • 9 replies
   • 710 views
   • 
   • TheBoxMan
   • February 7

4. Plan assets reverted to the employer

   By Elizabeth Matthews, January 24
   • 5 replies
   • 680 views
   • 
   • Jeff Hartmann
   • January 29

5. Terminate Again

   By Dougsbpc, January 15
   • 3 replies
   • 570 views
   • 
   • truphao
   • January 16

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

   By Belgarath, December 3, 2024
   • 13 replies
   • 715 views
   • 
   • Bob the Swimmer
   • December 13, 2024

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

   By Belgarath, December 11, 2024
   • 4 replies
   • 738 views
   • 
   • david rigby
   • December 11, 2024

8. Severance

   By PS, December 6, 2024
   • 2 replies
   • 483 views
   • 
   • CuseFan
   • December 6, 2024

9. Special Tax notice - Terminating plan

   By PS, November 27, 2024
   • 1 reply
   • 473 views
   • 
   • EPCRSGuru
   • December 2, 2024

10. lump sum payouts after bankruptcy filing

    By erisageek1978, October 15, 2024
    • 6 replies
    • 635 views
    • 
    • Peter Gulia
    • November 26, 2024

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

    By t.haley, November 15, 2024
    • 2 replies
    • 722 views
    • 
    • CuseFan
    • November 18, 2024

12. Good Faith Amendment

    By PS, November 1, 2024
    • 3 replies
    • 501 views
    • 
    • Bill Presson
    • November 1, 2024

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

    By t.haley, October 18, 2024
    • 5 replies
    • 919 views
    • 
    • Bri
    • October 21, 2024

14. Resolution versus amendment anticutback

    By Draper55, October 17, 2024
    • 6 replies
    • 968 views
    • 
    • Draper55
    • October 21, 2024

15. self-directed brokage account

    By PS, October 3, 2024
    • 2 replies
    • 569 views
    • 
    • PS
    • October 4, 2024

16. 5500 due date after plan termination

    By Dougsbpc, September 26, 2024
    • 2 replies
    • 895 views
    • 
    • ugueth
    • September 30, 2024

17. Pension Plan Termination

    By rtheis, September 23, 2024
    • 2 replies
    • 817 views
    • 
    • Lou S.
    • September 25, 2024

18. Trustee fees under Abandoned Plan Regs

    By erisageek1978, September 23, 2024
    • 1 reply
    • 439 views
    • 
    • Gina Alsdorf
    • September 23, 2024

19. Plan Audits on termination

    By erisageek1978, August 28, 2024
    • 1 reply
    • 561 views
    • 
    • Peter Gulia
    • August 28, 2024

20. Rehiring employee after plan termination

    By erisageek1978, August 15, 2024
    • 2 replies
    • 728 views
    • 
    • david rigby
    • August 16, 2024

21. Change address on 5500

    By Lou81, August 1, 2024
    • 2 replies
    • 918 views
    • 
    • Lou81
    • August 2, 2024

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

    By Belgarath, July 30, 2024
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • July 30, 2024

23. Puerto Rico Plan Termination

    By PS, May 24, 2023
    • 3 replies
    • 1.2k views
    • 
    • PS
    • July 19, 2024

24. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B, June 27, 2024
    • 1 reply
    • 542 views
    • 
    • Luke Bailey
    • July 12, 2024

25. Money Purchase Pension Plan Annuity

    By PS, July 11, 2024
    • 0 replies
    • 463 views
    • 
    • PS
    • July 11, 2024