Plan Terminations

1,040 topics in this forum

1. Obtaining Annuity Bidders

   By Andy the Actuary, July 2, 2015
   • 1 reply
   • 897 views
   • 
   • Kevin C
   • July 2, 2015

2. Post Termination Revenue Sharing

   By Ed Proulx, July 1, 2015   

   • Revenue Sharing
   • Fees
   • (and 1 more)

     Tagged with:

     • Revenue Sharing
     • Fees
     • termination
   • 3 replies
   • 1.4k views
   • 
   • Kevin C
   • July 1, 2015

3. Terminated Plan wants to Self Correct Omission of Eligible Participant

   By 401kQ's, June 10, 2015
   • 0 replies
   • 863 views
   • 
   • 401kQ's
   • June 10, 2015

4. Way to Undo a new plan?

   By justanotheradmin, June 3, 2015
   • 4 replies
   • 911 views
   • 
   • justanotheradmin
   • June 4, 2015

5. Terminate Solo 401k to consolidate into SEP IRA

   By jjfacejj, April 29, 2015
   • 5 replies
   • 3.2k views
   • 
   • Bird
   • May 4, 2015

6. Employer wants to change mind on plan termination

   By Santo Gold, May 1, 2015
   • 1 reply
   • 1.1k views
   • 
   • hr for me
   • May 1, 2015

7. Social Security Integration

   By jpod, April 24, 2015
   • 1 reply
   • 963 views
   • 
   • david rigby
   • April 24, 2015

8. Partial Plan Termination & Reinstate Forfeitures

   By Gruegen, April 20, 2015
   • 2 replies
   • 1.9k views
   • 
   • QDROphile
   • April 20, 2015

9. Diligent Search

   By Pension RC, March 31, 2015
   • 1 reply
   • 1.4k views
   • 
   • Effen
   • April 10, 2015

10. 5500 deadline for Terminated Plan

    By Guest crystalg, March 18, 2002
    • 3 replies
    • 4.3k views
    • 
    • Mike Preston
    • March 31, 2015

11. Defined Benefit Pension Plan -- Permanency Issue

    By JRN, March 31, 2015
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 31, 2015

12. Post retirement benefits - plan terminating

    By almostanactuary, March 23, 2015
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • March 23, 2015

13. Terminating 401k safe harbor match mid year

    By Tagpay, February 24, 2015
    • 7 replies
    • 2.7k views
    • 
    • Lou S.
    • February 24, 2015

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

    By katieinny, November 9, 2012
    • 14 replies
    • 7.4k views
    • 
    • QDROphile
    • February 19, 2015

15. Terminating a small calendar year plan for 2014 when assets were not fully liquidated until 2015

    By Lori H, January 23, 2015
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 23, 2015

16. Sponsor asks: Downside to abandoning a plan?

    By AlbanyConsultant, January 15, 2015
    • 5 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • January 16, 2015

17. Terminating ERISA Trust and Moving Assets

    By holdco, January 14, 2015
    • 0 replies
    • 1k views
    • 
    • holdco
    • January 14, 2015

18. Plan Termination & Late 5500

    By jpdrews, January 9, 2015
    • 2 replies
    • 1.2k views
    • 
    • jpdrews
    • January 9, 2015

19. Form 5310 - what to file

    By Dinosaur, January 6, 2015
    • 0 replies
    • 1.4k views
    • 
    • Dinosaur
    • January 6, 2015

20. Standard PBGC Termination - Timing of Amendment/Resolution

    By emmetttrudy, October 27, 2014
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • November 26, 2014

21. DB Plan termination but with a difficult participant....

    By mphs77, November 17, 2014
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • November 19, 2014

22. Plan termination and restatement

    By cdavis25, July 25, 2013
    • 5 replies
    • 2.6k views
    • 
    • Bird
    • November 18, 2014

23. Acquired Employer submitting 5310. Controlled Group on App or No?

    By Guest LLHarlow, November 14, 2014   

    • 5310
    • Controlled Group
    • (and 1 more)

      Tagged with:

      • 5310
      • Controlled Group
      • Acquisition
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2014

24. Form 6088(e)

    By LIBERTYKID, November 12, 2014
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • November 13, 2014

25. What Happens?

    By Andy the Actuary, September 25, 2014
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 29, 2014