Plan Terminations

1,077 topics in this forum

1. Reversion of Excess Assets

   By Guest ccl, December 19, 2008
   • 6 replies
   • 3.7k views
   • 
   • Guest
   • December 21, 2008

2. Terminated 401(k) Plan With ADP Excess

   By Guest dms9999, December 18, 2008
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 18, 2008

3. what to do with Forfeitures

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

4. severance pay

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

5. Plan Term'd: all assets not distributed

   By Spencer, December 10, 2008
   • 4 replies
   • 1.7k views
   • 
   • J Simmons
   • December 11, 2008

6. 412(e) Plan

   By jkdoll2, December 4, 2008
   • 0 replies
   • 1.4k views
   • 
   • jkdoll2
   • December 4, 2008

7. IRS approval on this plan termination? Doubtful.

   By Guest dhall, September 27, 2008
   • 12 replies
   • 4.4k views
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   • Lou S.
   • December 3, 2008

8. Terminated DB Plan

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

9. Plan Terminations

   By Guest emmpsrm, November 24, 2008
   • 6 replies
   • 2.2k views
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   • Bird
   • November 26, 2008

10. calculating total participants

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

11. Attorney Fees

    By Guest ASFESQ, November 15, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 2008

12. timely amendments

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

13. termination of old keogh followed by adoption of new

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

14. Amending Form 5310

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

15. DB Plan Termination Question

    By Dougsbpc, October 27, 2008
    • 0 replies
    • 1.9k views
    • 
    • Dougsbpc
    • October 27, 2008

16. Plan Termination Resolution

    By Rob P, October 13, 2008
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • October 14, 2008

17. Plan Termination - 3% SHNEC

    By KateSmithPA, June 16, 2008
    • 5 replies
    • 2.6k views
    • 
    • katieinny
    • October 2, 2008

18. RMD at time of Plan Termination

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

19. 5310-A filing for Spinoff and Transfer

    By Guest bobolink, September 17, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • September 20, 2008

20. 401(k) plan terminated 1 year + but assets not yet distributed

    By jlea, September 10, 2008
    • 4 replies
    • 3.2k views
    • 
    • jlea
    • September 16, 2008

21. DC Termination-Participant deceased

    By Lori H, September 10, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 11, 2008

22. DB PLan Termination - what amendments are required?

    By mariemonroe, September 9, 2008
    • 2 replies
    • 1.7k views
    • 
    • mariemonroe
    • September 10, 2008

23. Money Purchase Plan Term / Required Contribution

    By sdix401k, September 3, 2008
    • 12 replies
    • 2.3k views
    • 
    • sdix401k
    • September 4, 2008

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

    By Guest hyper, January 23, 2004
    • 9 replies
    • 5.4k views
    • 
    • PLAN MAN
    • August 27, 2008

25. NHCE Reduction of benefits

    By Dougsbpc, May 30, 2008
    • 6 replies
    • 2.6k views
    • 
    • Dougsbpc
    • August 14, 2008

26. Partial Termination in Merger

    By Guest BWORC, August 5, 2008
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 6, 2008

27. Required plan amendments acceleration when you terminate a plan

    By Guest Enda80, July 5, 2008
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • July 26, 2008

28. Partial Terminations

    By Guest Sabadee!, July 24, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 24, 2008

29. Distribution restriction pending determination letter

    By Guest JM123, July 21, 2008
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • July 22, 2008

30. 5310 & VCP

    By Guest JM123, July 21, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 21, 2008

31. 204(h) notice on termination

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

32. Timing for Adoption of Amendments at Plan Termination

    By Guest CAG1, July 11, 2008
    • 3 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 15, 2008

33. beneficiary designation

    By Guest hester, June 28, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 29, 2008

34. Missing Trustee

    By Guest Phil5421, June 18, 2008
    • 4 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 18, 2008

35. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 0 replies
    • 1.2k views
    • 
    • DP
    • May 27, 2008

36. plan has no IRS determination and is soon to terminate

    By Peter Gulia, May 13, 2008
    • 6 replies
    • 3k views
    • 
    • Peter Gulia
    • May 13, 2008

37. Replace PS Plan with SEP-IRA

    By Guest kmurp, May 6, 2008
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • May 13, 2008

38. Terminated Plan-Participant has Hardhsip

    By Dougsbpc, March 26, 2008
    • 8 replies
    • 4k views
    • 
    • Dougsbpc
    • March 28, 2008

39. Majority Owner Wants to Dump Stock Now

    By Dougsbpc, March 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 17, 2008

40. Abandoned 1 person/sole proprietor plan?

    By Guest Bearlee, February 29, 2008
    • 8 replies
    • 3k views
    • 
    • JanetM
    • March 3, 2008

41. PBGC Schedule MP

    By Penman2006, February 21, 2008
    • 0 replies
    • 2.8k views
    • 
    • Penman2006
    • February 21, 2008

42. Missing Participant

    By Randy Watson, January 24, 2008
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 15, 2008

43. 5310 Notice to Interested Parties - Missing Participants

    By Guest medinael, February 11, 2008
    • 1 reply
    • 2.6k views
    • 
    • JanetM
    • February 11, 2008

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

    By Guest Moe Howard2, February 18, 2005
    • 13 replies
    • 4.8k views
    • 
    • Guest
    • January 31, 2008

45. SH Non-elec plan term

    By AlbanyConsultant, December 26, 2007
    • 7 replies
    • 3.9k views
    • 
    • AlbanyConsultant
    • December 27, 2007

46. Does Plan Termination have any affect on a Prohibited Transaction

    By Dennis Povloski, December 13, 2007
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • December 24, 2007

47. Frozen MPP

    By Guest maxtax, December 12, 2007
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • December 21, 2007

48. Missing Participant

    By Guest JBauer, December 14, 2007
    • 16 replies
    • 5k views
    • 
    • Guest
    • December 20, 2007

49. Rules for plan termination

    By Guest JohnSB, December 13, 2007
    • 2 replies
    • 3k views
    • 
    • JanetM
    • December 13, 2007

50. Split-Dollar Life Insurance

    By Guest Patricia22, December 11, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2007