Plan Terminations

1,069 topics in this forum

1. mid year plan termination of SH plan

   By Guest EPS2, March 22, 2011
   • 9 replies
   • 13.4k views
   • 
   • K2retire
   • March 24, 2011

2. Lost participant in a terminated plan with account greater than $5000

   By Guest mparker2028, July 18, 2005
   • 27 replies
   • 9.2k views
   • 
   • Guest
   • October 4, 2006

3. Multiple-Employer Plan Situation

   By Guest lvegas, March 1, 2004
   • 17 replies
   • 8.5k views
   • 
   • Guest
   • March 12, 2004

4. Safe Harbor Mid-Year Termination

   By Vlad401k, October 16, 2017
   • 6 replies
   • 8.5k views
   • 
   • JustMe
   • July 29, 2020

5. Terminating profit sharing plan wants to force rollovers to co's 401k plan.

   By katieinny, November 9, 2012
   • 14 replies
   • 8.1k views
   • 
   • QDROphile
   • February 19, 2015

6. Full vesting upon plan termination

   By k man, August 3, 2001
   • 10 replies
   • 7k views
   • 
   • Kal
   • June 5, 2019

7. Termination vs merger - successor plan issue

   By Guest Robin Vatalaro, March 6, 2002
   • 21 replies
   • 6.8k views
   • 
   • jane123
   • February 2, 2009

8. 5310 Notice to Interested Parties

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

9. Plan Termination

   By Guest Sunny, November 8, 2002
   • 10 replies
   • 6.8k views
   • 
   • KJohnson
   • April 18, 2003

10. Distributions upon termination of profit sharing plan

    By Guest DMP, March 13, 2007
    • 6 replies
    • 6.5k views
    • 
    • Bird
    • March 15, 2007

11. New plan - potential permanency issue?

    By Belgarath, November 1, 2013
    • 7 replies
    • 6.4k views
    • 
    • mbozek
    • November 2, 2013

12. Plan termination vs Plan merger

    By Santo Gold, June 13, 2005
    • 6 replies
    • 6.2k views
    • 
    • Bird
    • June 13, 2005

13. Notice of Intent to Terminate ever required for a DC plan termination?

    By John A, December 26, 2000
    • 9 replies
    • 6.2k views
    • 
    • KJohnson
    • January 8, 2001

14. terminating a Money Purchase plan

    By Guest biener, July 17, 2014
    • 12 replies
    • 6k views
    • 
    • KimberlyC
    • July 31, 2014

15. Majority Owner Waiver

    By Randy Watson, September 22, 2010
    • 17 replies
    • 5.9k views
    • 
    • Eric Taylor
    • September 11, 2012

16. Can you revoke termination of a 401(k) plan?

    By Guest APensionGuy, July 13, 2007
    • 6 replies
    • 5.6k views
    • 
    • Belgarath
    • March 10, 2023

17. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.4k views
    • 
    • drakecohen
    • November 11, 2023

18. 5500 Due Date

    By Dougsbpc, September 11, 2017
    • 4 replies
    • 5.3k views
    • 
    • ETA Consulting LLC
    • September 12, 2017

19. PS Plan term. and return of forfeitures to ER

    By Guest hyper, January 23, 2004
    • 9 replies
    • 5.3k views
    • 
    • PLAN MAN
    • August 27, 2008

20. Determination letter or not?

    By PAL, January 9, 2009
    • 6 replies
    • 5.3k views
    • 
    • david rigby
    • January 9, 2009

21. Partial Termination - Who Vests?

    By Guest CHUDS100, May 14, 2009
    • 11 replies
    • 5.3k views
    • 
    • Hojo
    • July 8, 2013

22. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 5.2k views
    • 
    • Greg Walker
    • August 31, 2018

23. Why would employer terminate Esop?

    By Guest camneely, March 5, 2014
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • March 7, 2014

24. Plan Termination prorates section 415 limits?

    By Guest Lawrence_Groves, March 5, 2004
    • 3 replies
    • 5.1k views
    • 
    • FormsRstillmylife
    • April 18, 2007

25. Settlement Fees Received after Plan Termination -HELP

    By Guest jvgatty, May 28, 2010
    • 12 replies
    • 5.1k views
    • 
    • PensionPro
    • October 2, 2012

26. Employees refuse Employer's Profit Sharing Contribution!

    By Guest Sara H, March 14, 2002
    • 9 replies
    • 5.1k views
    • 
    • mbozek
    • March 19, 2002

27. Successor Plan Rules

    By Below Ground, March 9, 2007
    • 3 replies
    • 5.1k views
    • 
    • Locust
    • March 12, 2007

28. Submitting a terminated plan to the IRS (Form 5310)

    By John Feldt ERPA CPC QPA, June 5, 2012
    • 5 replies
    • 5k views
    • 
    • Mike Preston
    • June 14, 2012

29. Lump Sum Option in annuity contract

    By Guest Penelope, September 17, 2007
    • 13 replies
    • 5k views
    • 
    • Guest
    • December 10, 2007

30. Missing Participant

    By Guest JBauer, December 14, 2007
    • 16 replies
    • 4.9k views
    • 
    • Guest
    • December 20, 2007

31. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5, 2018
    • 9 replies
    • 4.8k views
    • 
    • stuh
    • November 30, 2023

32. Partial Termination

    By Christine Roberts, April 15, 2003
    • 12 replies
    • 4.8k views
    • 
    • Belgarath
    • September 25, 2006

33. Plan Termination and ADP/ACP Testing

    By Guest SWadd, November 9, 2010
    • 2 replies
    • 4.8k views
    • 
    • Tom Poje
    • November 11, 2010

34. 401k merger and termination - help needed

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

35. Partial Termination

    By david rigby, September 4, 2002
    • 12 replies
    • 4.7k views
    • 
    • david rigby
    • August 25, 2011

36. Options for life insurance contracts in a terminating MPP Plan

    By Lori H, September 20, 2011
    • 27 replies
    • 4.7k views
    • 
    • Guest
    • September 23, 2011

37. IRS Missing Participant Locator Service

    By Guest Robin.Wolf, September 6, 2007
    • 3 replies
    • 4.7k views
    • 
    • pmacduff
    • September 6, 2007

38. Plan Termination and Last Day Rule

    By Rai401k, April 11, 2012
    • 4 replies
    • 4.6k views
    • 
    • Rai401k
    • April 12, 2012

39. 5500 deadline for Terminated Plan

    By Guest crystalg, March 18, 2002
    • 3 replies
    • 4.6k views
    • 
    • Mike Preston
    • March 31, 2015

40. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24, 2017
    • 7 replies
    • 4.5k views
    • 
    • SavingsRUS
    • June 20, 2017

41. Can a plan distribute all plan assets, terminate and then immediately start a new plan ?

    By Guest Moe Howard2, February 18, 2005
    • 13 replies
    • 4.5k views
    • 
    • Guest
    • January 31, 2008

42. Partial termination distributions and timing

    By Guest pjz1234, April 4, 2014   

    • partial plan termination
    • Form 5300
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • Form 5300
      • Form 5301
    • 8 replies
    • 4.5k views
    • 
    • Lou S.
    • April 4, 2014

43. OK to terminate a profit-sharing plan and immediately start a 401(k) p

    By John A, July 19, 2000
    • 11 replies
    • 4.4k views
    • 
    • KJohnson
    • September 4, 2002

44. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 4.3k views
    • 
    • Belgarath
    • March 26, 2018

45. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 4.3k views
    • 
    • Luke Bailey
    • July 24, 2020

46. MVA during a 401k termination

    By smallbusinessquestion, April 17, 2023
    • 8 replies
    • 4.3k views
    • 
    • Paul I
    • April 20, 2023

47. Distribution of Assets

    By Randy Watson, August 20, 2007
    • 15 replies
    • 4.3k views
    • 
    • Randy Watson
    • August 30, 2007

48. Refund From Annuity Provider

    By Guest merlin, July 26, 2006
    • 13 replies
    • 4.3k views
    • 
    • Guest
    • August 1, 2006

49. IRS approval on this plan termination? Doubtful.

    By Guest dhall, September 27, 2008
    • 12 replies
    • 4.2k views
    • 
    • Lou S.
    • December 3, 2008

50. Required amendments for terminating plans

    By britoski, March 15, 2010
    • 0 replies
    • 4.2k views
    • 
    • britoski
    • March 15, 2010