Jump to content

Plan Terminations

1,069 topics in this forum

  1. Missing participant with fake Social Security Number

    By pixiebear,
    • 12 replies
    • 893 views

  2. Plan Termination Notice/Timing Requirements

    By Indiana Joes,
    • 2 replies
    • 214 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
    • 1.6k views

  6. True up contribution

    By PS,
    • 2 replies
    • 1.1k views

  7. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 281 views

  8. 3(21) agreement

    By PS,
    • 2 replies
    • 731 views

  9. Return of excess correction

    By PS,
    • 2 replies
    • 597 views

  10. ROE correction

    By PS,
    • 1 reply
    • 333 views

  11. RMD

    By Egold,
    • 3 replies
    • 743 views

  12. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 517 views

  13. 401(k) Plan abandoned and missing contributions

    By Jennifer D.,
    • 2 replies
    • 893 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
    • 898 views

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

    By Belgarath,
    • 4 replies
    • 1k views

  18. Severance

    By PS,
    • 2 replies
    • 849 views

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

    By Belgarath,
    • 13 replies
    • 1.1k views

  20. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 735 views

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

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

  22. Good Faith Amendment

    By PS,
    • 3 replies
    • 911 views

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

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

  24. Resolution versus amendment anticutback

    By Draper55,
    • 6 replies
    • 1.3k views

  25. lump sum payouts after bankruptcy filing

    By erisageek1978,
    • 6 replies
    • 1.1k 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
    • 701 views

  30. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 932 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. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 656 views
    • PS
    • PS

  35. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 762 views

  36. Small Plan PBGC Termination Question

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

  37. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 862 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  39. Invoice reimbursement

    By PS,
    • 0 replies
    • 549 views
    • PS
    • PS

  40. Partial Plan Terminations

    By Belgarath,
    • 3 replies
    • 1k views

  41. Does the 10% Penalty Apply

    By DPSRich,
    • 1 reply
    • 743 views

  42. notifying PBGC

    By erisageek1978,
    • 3 replies
    • 1.1k views

  43. cross tax correction

    By PS,
    • 10 replies
    • 1.2k views

  44. Terminating plan with unresponsive beneficiary

    By PS,
    • 0 replies
    • 544 views
    • PS
    • PS

  45. Minimum required distribution

    By PS,
    • 5 replies
    • 874 views

  46. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.3k views

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

    By ConnieStorer,
    • 4 replies
    • 1.5k views

  48. OFAC

    By PS,
    • 4 replies
    • 830 views

  49. RMD

    By PS,
    • 1 reply
    • 650 views

  50. Effect of plan termination or a partial termination on a 242(b) election

    By mariemonroe,
    • 1 reply
    • 608 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept