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Plan Terminations

1,069 topics in this forum

  1. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 904 views

  2. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 216 views

  3. Short Final Year Exception & Asset Sales

    By Appalachian_Trail,
    • 0 replies
    • 1.1k views

  4. Plan Termination of DB Plan

    By Egold,
    • 4 replies
    • 2.2k views

  5. Profit Sharing contribution and Safe harbor for 2025

    By PS,
    • 0 replies
    • 1.7k views

  6. True up contribution

    By PS,
    • 2 replies
    • 1.1k views

  7. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 284 views

  8. 3(21) agreement

    By PS,
    • 2 replies
    • 733 views

  9. Return of excess correction

    By PS,
    • 2 replies
    • 601 views

  10. ROE correction

    By PS,
    • 1 reply
    • 337 views

  11. RMD

    By Egold,
    • 3 replies
    • 744 views

  12. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 521 views

  13. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 895 views

  14. Terminated Plan are 1099's Required

    By DPSRich,
    • 9 replies
    • 1.1k views

  15. Plan assets reverted to the employer

    By Elizabeth Matthews,
    • 5 replies
    • 1.1k views

  16. Terminate Again

    By Dougsbpc,
    • 3 replies
    • 909 views

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

    By Belgarath,
    • 13 replies
    • 1.1k views

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

    By Belgarath,
    • 4 replies
    • 1k views

  19. Severance

    By PS,
    • 2 replies
    • 854 views

  20. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 738 views

  21. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.1k views

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

    By t.haley,
    • 2 replies
    • 1k views

  23. Good Faith Amendment

    By PS,
    • 3 replies
    • 917 views

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

    By t.haley,
    • 5 replies
    • 1.4k views
    • Bri
    • Bri

  25. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.3k views

  26. self-directed brokage account

    By PS,
    • 2 replies
    • 1.1k views
    • PS
    • PS

  27. 5500 due date after plan termination

    By Dougsbpc,
    • 2 replies
    • 1.3k views

  28. Pension Plan Termination

    By rtheis,
    • 2 replies
    • 1.2k views

  29. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 703 views

  30. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 939 views

  31. Rehiring employee after plan termination

    By erisageek1978,
    • 2 replies
    • 1.1k views

  32. Change address on 5500

    By Lou81,
    • 2 replies
    • 1.3k views

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

    By Belgarath,
    • 4 replies
    • 1.4k views

  34. Puerto Rico Plan Termination

    By PS,
    • 3 replies
    • 1.5k views
    • PS
    • PS

  35. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 767 views

  36. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 659 views
    • PS
    • PS

  37. Small Plan PBGC Termination Question

    By Lou S.,
    • 6 replies
    • 1.3k views

  38. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 865 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  40. Invoice reimbursement

    By PS,
    • 0 replies
    • 554 views
    • PS
    • PS

  41. Partial Plan Terminations

    By Belgarath,
    • 3 replies
    • 1k views

  42. Does the 10% Penalty Apply

    By DPSRich,
    • 1 reply
    • 747 views

  43. notifying PBGC

    By erisageek1978,
    • 3 replies
    • 1.1k views

  44. Minimum required distribution

    By PS,
    • 5 replies
    • 879 views

  45. cross tax correction

    By PS,
    • 10 replies
    • 1.2k views

  46. Terminating plan with unresponsive beneficiary

    By PS,
    • 0 replies
    • 547 views
    • PS
    • PS

  47. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.3k views

  48. OFAC

    By PS,
    • 4 replies
    • 841 views

  49. Excess assets in DB Plan Termination with no Plan Sponsor

    By ConnieStorer,
    • 4 replies
    • 1.5k views

  50. RMD

    By PS,
    • 1 reply
    • 653 views
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