Plan Terminations

1,075 topics in this forum

1. Plan Termination Safe Harbor Match + Top Heavy

   By Lou S., November 6, 2008
   • 2 replies
   • 3.9k views
   • 
   • Kevin C
   • October 16, 2009

2. DB Plan Termination Question

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

3. Amending Form 5310

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

4. Plan Termination Resolution

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

5. RMD at time of Plan Termination

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

6. IRS approval on this plan termination? Doubtful.

   By Guest dhall, September 27, 2008
   • 12 replies
   • 4.3k views
   • 
   • Lou S.
   • December 3, 2008

7. 5310-A filing for Spinoff and Transfer

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

8. DC Termination-Participant deceased

   By Lori H, September 10, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 11, 2008

9. 401(k) plan terminated 1 year + but assets not yet distributed

   By jlea, September 10, 2008
   • 4 replies
   • 3.1k views
   • 
   • jlea
   • September 16, 2008

10. DB PLan Termination - what amendments are required?

    By mariemonroe, September 9, 2008
    • 2 replies
    • 1.6k views
    • 
    • mariemonroe
    • September 10, 2008

11. Money Purchase Plan Term / Required Contribution

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

12. Partial Termination in Merger

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

13. Partial Terminations

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

14. Distribution restriction pending determination letter

    By Guest JM123, July 21, 2008
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • July 22, 2008

15. 5310 & VCP

    By Guest JM123, July 21, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 21, 2008

16. 204(h) notice on termination

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

17. Timing for Adoption of Amendments at Plan Termination

    By Guest CAG1, July 11, 2008
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 15, 2008

18. Required plan amendments acceleration when you terminate a plan

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

19. beneficiary designation

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

20. Missing Trustee

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

21. Plan Termination - 3% SHNEC

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

22. NHCE Reduction of benefits

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

23. Unfunded 3% Safe Harbor

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

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

    By Peter Gulia, May 13, 2008
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • May 13, 2008

25. Replace PS Plan with SEP-IRA

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

26. Terminated Plan-Participant has Hardhsip

    By Dougsbpc, March 26, 2008
    • 8 replies
    • 3.9k views
    • 
    • Dougsbpc
    • March 28, 2008

27. Majority Owner Wants to Dump Stock Now

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

28. Has anyone been court appointed to terminate a plan?

    By Guest Bearlee, March 15, 2008
    • 11 replies
    • 3.1k views
    • 
    • alexa
    • December 8, 2009

29. Abandoned 1 person/sole proprietor plan?

    By Guest Bearlee, February 29, 2008
    • 8 replies
    • 2.9k views
    • 
    • JanetM
    • March 3, 2008

30. PBGC Schedule MP

    By Penman2006, February 21, 2008
    • 0 replies
    • 2.7k views
    • 
    • Penman2006
    • February 21, 2008

31. 5310 Notice to Interested Parties - Missing Participants

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

32. Missing Participant

    By Randy Watson, January 24, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 15, 2008

33. SH Non-elec plan term

    By AlbanyConsultant, December 26, 2007
    • 7 replies
    • 3.8k views
    • 
    • AlbanyConsultant
    • December 27, 2007

34. Missing Participant

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

35. 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

36. Rules for plan termination

    By Guest JohnSB, December 13, 2007
    • 2 replies
    • 2.9k views
    • 
    • JanetM
    • December 13, 2007

37. Frozen MPP

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

38. Split-Dollar Life Insurance

    By Guest Patricia22, December 11, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 11, 2007

39. company sale

    By Guest nipa, December 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 8, 2007

40. Fidelity Bond

    By PainPA, December 5, 2007
    • 3 replies
    • 2k views
    • 
    • JanetM
    • December 5, 2007

41. Terminating Plan with no active participants

    By Guest krisknapp, December 4, 2007
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • December 4, 2007

42. 5310 Notice to Interested Parties

    By Guest medinael, November 8, 2007
    • 5 replies
    • 6.9k views
    • 
    • 401 Chaos
    • March 3, 2010

43. Exemption from user fee

    By Dougsbpc, October 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2007

44. Split of a PS plan into components

    By SRP, October 25, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 2007

45. Timing of PPA Amendment

    By MarZDoates, October 24, 2007
    • 1 reply
    • 2k views
    • 
    • Bird
    • October 25, 2007

46. Counting Participants in a Frozen Plan

    By 12AX7, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2007

47. Profit Sharing Plan Termination

    By Guest Astro, October 8, 2007
    • 2 replies
    • 2k views
    • 
    • Bird
    • October 8, 2007

48. Partial Plan Termination?

    By Dougsbpc, October 2, 2007
    • 4 replies
    • 2.7k views
    • 
    • Dougsbpc
    • October 16, 2007

49. Sale of assets

    By Guest ship10@aol.com, September 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • jpod
    • September 21, 2007

50. Lump Sum Option in annuity contract

    By Guest Penelope, September 17, 2007
    • 13 replies
    • 5.1k views
    • 
    • Guest
    • December 10, 2007