Plan Terminations

1,069 topics in this forum

1. Qualified Replacement Plan

   By bvhea, August 4, 2009
   • 2 replies
   • 2.8k views
   • 
   • bvhea
   • August 4, 2009

2. Demo 6 on cross tested PS plan

   By Belgarath, July 28, 2009
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • October 14, 2009

3. Partial Termination

   By Randy Watson, July 24, 2009
   • 5 replies
   • 2.7k views
   • 
   • ishi
   • July 29, 2009

4. Terminate Keogh PS and start SEP

   By Guest kprhok, July 22, 2009
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • July 22, 2009

5. Plan Termination - Plan Document

   By PJ2009, July 16, 2009
   • 5 replies
   • 1.6k views
   • 
   • PJ2009
   • July 17, 2009

6. Multiple Employer plan termination - one group spins off

   By Guest Jennyb473, July 9, 2009
   • 6 replies
   • 3.5k views
   • 
   • Guest
   • July 15, 2009

7. Plan Termination and vesting

   By Dazednconfused, July 7, 2009
   • 2 replies
   • 2.6k views
   • 
   • Laura Harrington
   • July 7, 2009

8. Bankruptcy and Safe Harbor Contributions

   By Guest gopher2378, June 15, 2009
   • 1 reply
   • 1.8k views
   • 
   • K2retire
   • June 16, 2009

9. Partial Plan Terminations

   By ishi, June 12, 2009
   • 0 replies
   • 1.4k views
   • 
   • ishi
   • June 12, 2009

10. Deceased participant's account

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 8, 2009

11. 401k merger and termination - help needed

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

12. PBGC Assumption of Plan

    By Guest Tad77, May 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2009

13. Partial Termination - Who Vests?

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

14. Proposed Termination Date - 401(k) Plan

    By PJ2009, May 5, 2009
    • 5 replies
    • 2.3k views
    • 
    • PJ2009
    • May 12, 2009

15. Plan termination

    By Belgarath, April 28, 2009
    • 5 replies
    • 2.6k views
    • 
    • J Simmons
    • May 2, 2009

16. PBGC Guarantees

    By PJ2009, April 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • PJ2009
    • May 7, 2009

17. Plan terminated several years ago, forfeiture balance

    By Guest Iwonder, April 8, 2009
    • 3 replies
    • 2.7k views
    • 
    • Kevin C
    • April 9, 2009

18. EGTRRA Restatement on Terminated plan

    By jkharvey, April 2, 2009
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 3, 2009

19. Is it a successor plan if it exists before the termination date of the 401k plan?

    By Santo Gold, March 26, 2009
    • 3 replies
    • 3.5k views
    • 
    • Santo Gold
    • March 27, 2009

20. separation from service after plan termination date

    By Gudgergirl, March 12, 2009
    • 0 replies
    • 1.5k views
    • 
    • Gudgergirl
    • March 12, 2009

21. Plan Termination Date

    By Medusa, March 11, 2009
    • 4 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2009

22. DOL Audit and Plan Termination

    By Guest BPension, March 10, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • March 10, 2009

23. Adopting employer wants out

    By Santo Gold, February 19, 2009
    • 4 replies
    • 2k views
    • 
    • J Simmons
    • February 19, 2009

24. Illiquid Assets

    By Randy Watson, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

25. Plan Transfer

    By Randy Watson, February 10, 2009
    • 6 replies
    • 1.7k views
    • 
    • Randy Watson
    • February 12, 2009

26. WRERA Amendment?

    By Dougsbpc, February 10, 2009
    • 0 replies
    • 1.7k views
    • 
    • Dougsbpc
    • February 10, 2009

27. may a parent assume liability for a subsidiary and avoid a termination

    By Guest ERISAQuestioner, February 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2009

28. The timing of things...

    By Guest EPS2, February 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • February 5, 2009

29. different dates on 204h notice and amendment

    By dmb, January 23, 2009
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • January 26, 2009

30. Determination letter or not?

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

31. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 9, 2009

32. Reversion of Excess Assets

    By Guest ccl, December 19, 2008
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • December 21, 2008

33. Terminated 401(k) Plan With ADP Excess

    By Guest dms9999, December 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2008

34. severance pay

    By Guest dublinirish, December 15, 2008
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • December 16, 2008

35. what to do with Forfeitures

    By Spencer, December 11, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 18, 2008

36. Plan Term'd: all assets not distributed

    By Spencer, December 10, 2008
    • 4 replies
    • 1.6k views
    • 
    • J Simmons
    • December 11, 2008

37. 412(e) Plan

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

38. Terminated DB Plan

    By Guest Sieve, November 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 30, 2008

39. Post termination audit

    By Belgarath, November 25, 2008
    • 16 replies
    • 3.3k views
    • 
    • Belgarath
    • April 24, 2009

40. Plan Terminations

    By Guest emmpsrm, November 24, 2008
    • 6 replies
    • 2.1k views
    • 
    • Bird
    • November 26, 2008

41. Attorney Fees

    By Guest ASFESQ, November 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 16, 2008

42. calculating total participants

    By t.haley, November 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • t.haley
    • November 24, 2008

43. timely amendments

    By Guest ASFESQ, November 12, 2008
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • November 13, 2008

44. termination of old keogh followed by adoption of new

    By Guest kprhok, November 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 11, 2008

45. Plan Termination Safe Harbor Match + Top Heavy

    By Lou S., November 6, 2008
    • 2 replies
    • 3.8k views
    • 
    • Kevin C
    • October 16, 2009

46. DB Plan Termination Question

    By Dougsbpc, October 27, 2008
    • 0 replies
    • 1.8k views
    • 
    • Dougsbpc
    • October 27, 2008

47. Amending Form 5310

    By Guest DASLaw, October 24, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2008

48. Plan Termination Resolution

    By Rob P, October 13, 2008
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • October 14, 2008

49. RMD at time of Plan Termination

    By WesleyT, September 29, 2008
    • 1 reply
    • 2k views
    • 
    • ERISAnut
    • September 29, 2008

50. IRS approval on this plan termination? Doubtful.

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