Plan Terminations

1,069 topics in this forum

1. $3.17 interest - Non-amender

   By imchipbrown, May 6, 2016
   • 5 replies
   • 1.3k views
   • 
   • imchipbrown
   • May 10, 2016

2. 1099 question

   By Pension RC, January 8, 2014
   • 1 reply
   • 1.2k views
   • 
   • masteff
   • January 8, 2014

3. 1099-NEC form

   By PS, March 10, 2022
   • 8 replies
   • 1.5k views
   • 
   • PS
   • March 17, 2022

4. 1099-R for an annuity?

   By JButtrick, June 6, 2012
   • 4 replies
   • 1.7k views
   • 
   • Bird
   • June 11, 2012

5. 1099s

   By PS, February 6, 2024
   • 7 replies
   • 989 views
   • 
   • Lou S.
   • February 7, 2024

6. 16b indicator

   By PS, November 30, 2021
   • 8 replies
   • 1.6k views
   • 
   • PS
   • December 2, 2021

7. 2021 Termination, assets keep coming back

   By Basically, July 20, 2022
   • 5 replies
   • 1.1k views
   • 
   • Ebplans
   • July 21, 2022

8. 204(h) Notice

   By chris, July 19, 1999
   • 0 replies
   • 1.7k views
   • 
   • chris
   • July 19, 1999

9. 204(h) Notice - 45 days or 15 days?

   By Guest notapensiongeek, August 16, 2007
   • 2 replies
   • 3k views
   • 
   • Mike Preston
   • August 20, 2007

10. 204(h) notice and IRC 4980F

    By chris, September 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 10, 2001

11. 204(h) notice on termination

    By Guest JM123, July 14, 2008
    • 3 replies
    • 2.2k views
    • 
    • JanetM
    • July 16, 2008

12. 204(h) Notice Required?

    By Dougsbpc, August 8, 2010
    • 1 reply
    • 2.8k views
    • 
    • My 2 cents
    • August 9, 2010

13. 3(15) service

    By PS, July 23, 2021
    • 8 replies
    • 635 views
    • 
    • PS
    • July 28, 2021

14. 3(21) agreement

    By PS, July 9
    • 2 replies
    • 733 views
    • 
    • Artie M
    • July 10

15. 401(h) funds in a plan termination

    By Guest KMT, July 10, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 10, 2010

16. 401(h) plan termination - how to distribute assets?

    By Guest schneiderdowns, September 2, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 2, 2004

17. 401(k) Plan abandoned and missing contributions

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

18. 401(k) Plan Term- VFCP corrections

    By Guest MTransue, November 4, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 4, 2011

19. 401(k) plan terminated 1 year + but assets not yet distributed

    By jlea, September 10, 2008
    • 4 replies
    • 3k views
    • 
    • jlea
    • September 16, 2008

20. 401(k) Plan Termination

    By Guest Jane Freeman, October 23, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 28, 2002

21. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Below Ground
    • July 23, 2018

22. 401(k) Term, Testing and 401(a)(17) proration?

    By Lou S., June 27, 2014
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • June 30, 2014

23. 401(k) termination

    By Guest Inhouse ERISA, May 6, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 6, 2011

24. 401a plan termination -

    By Guest shmoo2, June 27, 2007
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 27, 2007

25. 401k limit

    By PS, November 11, 2021
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 13, 2021

26. 401k merger and termination - help needed

    By Guest HRDir2009, May 31, 2009
    • 2 replies
    • 4.7k views
    • 
    • Bird
    • June 1, 2009

27. 401k Plan Termination

    By Guest Noidy, September 16, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2003

28. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2k views
    • 
    • Lou S.
    • December 3, 2019

29. 401k termination, start SIMPLE

    By LMK TPA, November 14, 2023
    • 5 replies
    • 1.9k views
    • 
    • LMK TPA
    • November 16, 2023

30. 401k termination/403b in controlled group

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

31. 403 (b) plan and 5500

    By PS, August 24, 2021
    • 2 replies
    • 491 views
    • 
    • PS
    • August 25, 2021

32. 403 B Plan termination

    By PS, March 4, 2021
    • 2 replies
    • 924 views
    • 
    • PS
    • March 17, 2021

33. 403(b) Delayed Plan Termination

    By dangocek, October 25, 2015   

    • 403(b)
    • termination
    • (and 1 more)

      Tagged with:

      • 403(b)
      • termination
      • 5500
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • October 26, 2015

34. 403(b) termination - restated document?

    By Belgarath, July 14, 2017
    • 4 replies
    • 991 views
    • 
    • Belgarath
    • July 18, 2017

35. 410(b) coverage

    By Earl, March 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 30, 2007

36. 412(e) Plan

    By jkdoll2, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • jkdoll2
    • December 4, 2008

37. 415 Limit in Year of Termination

    By Guest Sherri M. Miller, November 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 15, 2001

38. 415 Limits for terminated plan

    By cpc0506, October 1, 2020
    • 2 replies
    • 777 views
    • 
    • BG5150
    • October 1, 2020

39. 436 Benefit Restrictions

    By Doghouse, November 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • November 5, 2009

40. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 928 views
    • 
    • Belgarath
    • December 27, 2011

41. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
    • 0 replies
    • 949 views
    • 
    • Guest
    • January 19, 2011

42. 5310 & VCP

    By Guest JM123, July 21, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 21, 2008

43. 5310 completion questions

    By Guest bshawnr, September 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 28, 2009

44. 5310 Determination Letter Provides Document Reliance?

    By David MacLennan, March 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

45. 5310 for multiple employer plan

    By Guest SEC, November 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 1, 2001

46. 5310 Mailing address changed?

    By Sully, June 22, 2007
    • 1 reply
    • 2.1k views
    • 
    • maverick
    • June 25, 2007

47. 5310 Notice to Interested Parties

    By Guest medinael, November 8, 2007
    • 5 replies
    • 6.8k views
    • 
    • 401 Chaos
    • March 3, 2010

48. 5310 Notice to Interested Parties - Missing Participants

    By Guest medinael, February 11, 2008
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • February 11, 2008

49. 5310 Question 15a(6)

    By stormoj1, December 18, 2013
    • 0 replies
    • 987 views
    • 
    • stormoj1
    • December 18, 2013

50. 5310 Submission question

    By Richard Anderson, April 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 24, 2012