Plan Terminations

1,062 topics in this forum

1. Plan Termination and Guardian Plan

   By PS, February 6, 2019
   • 1 reply
   • 669 views
   • 
   • Kevin C
   • February 7, 2019

2. Termination of 401K in a controlled group

   By PS, January 22, 2019
   • 4 replies
   • 1.6k views
   • 
   • PS
   • February 6, 2019

3. Controlled Group

   By PS, January 18, 2019
   • 5 replies
   • 616 views
   • 
   • Luke Bailey
   • January 18, 2019

4. MPP Plan

   By PS, January 15, 2019
   • 8 replies
   • 1.1k views
   • 
   • PS
   • January 16, 2019

5. Asset sale & Plan Termination--paying out "terminated employees"

   By Minnesota planner, December 28, 2018
   • 4 replies
   • 1k views
   • 
   • Larry Starr
   • January 2, 2019

6. stock bonus plan Closely held stock on ESBP Plan Termination

   By MadDog1111, November 29, 2018   

   • plan termination
   • closely held stock
   • (and 2 more)

     Tagged with:

     • plan termination
     • closely held stock
     • employer stock
     • esop
   • 0 replies
   • 527 views
   • 
   • MadDog1111
   • November 29, 2018

7. No filing fee for form 5300, but what about the 5310?

   By katieinny, September 21, 2018
   • 0 replies
   • 755 views
   • 
   • katieinny
   • September 21, 2018

8. dumb question RE unlocated participant

   By thepensionmaven, September 10, 2018
   • 4 replies
   • 888 views
   • 
   • Larry Starr
   • September 12, 2018

9. MEPs, PEPs & Plan Terminations

   By Greg Walker, August 28, 2018
   • 9 replies
   • 4.9k views
   • 
   • Greg Walker
   • August 31, 2018

10. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

    • db
    • 2 replies
    • 669 views
    • 
    • JARichardson
    • August 29, 2018

11. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 1.2k views
    • 
    • Tom
    • August 13, 2018

12. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd, August 1, 2018
    • 2 replies
    • 798 views
    • 
    • Luke Bailey
    • August 2, 2018

13. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • July 23, 2018

14. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 1.1k views
    • 
    • CJ Allen
    • July 19, 2018

15. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 1.3k views
    • 
    • Draper55
    • July 12, 2018

16. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 675 views
    • 
    • Earl
    • June 28, 2018

17. allocation of excess assets limted to 8% for non-actives

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 390 views
    • 
    • Ted Munice
    • June 26, 2018

18. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab, May 31, 2018
    • 3 replies
    • 1.1k views
    • 
    • kmhaab
    • June 5, 2018

19. Asset Sale - Plan Termination Date

    By NickG, May 2, 2018   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • May 4, 2018

20. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 802 views
    • 
    • Madison71
    • April 5, 2018

21. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 4.1k views
    • 
    • Belgarath
    • March 26, 2018

22. Plan is terminating, not the participant: RMD needed?

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • March 23, 2018

23. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • March 23, 2018

24. Refund of fees reactivates plan over a year later?

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 985 views
    • 
    • AlbanyConsultant
    • March 19, 2018

25. Unsold real estate only asset in plan

    By rblum50, February 27, 2018
    • 14 replies
    • 1.9k views
    • 
    • BG5150
    • March 5, 2018