Plan Terminations

1,074 topics in this forum

1. Form 5310

   By Guest ladycpa, November 25, 2002
   • 2 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • November 25, 2002

2. Name Change

   By PS, September 21, 2021
   • 2 replies
   • 749 views
   • 
   • PS
   • September 22, 2021

3. Updating plans prior to termination.

   By katieinny, September 11, 2002
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • September 11, 2002

4. partial termination and rehires

   By DPL, August 4, 2010
   • 2 replies
   • 1.5k views
   • 
   • DPL
   • August 5, 2010

5. calculating total participants

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

6. Pension Plan Termination

   By rtheis, September 23, 2024
   • 2 replies
   • 1.3k views
   • 
   • Lou S.
   • September 25, 2024

7. pre-approved 401k plan with multiple missed restatements - how to correct?

   By t.haley, November 15, 2024
   • 2 replies
   • 1.1k views
   • 
   • CuseFan
   • November 18, 2024

8. Safe Harbor Non-elective

   By PS, August 19, 2022
   • 2 replies
   • 483 views
   • 
   • PS
   • August 19, 2022

9. 401(k) Plan abandoned and missing contributions

   By Jennifer D., April 2, 2025
   • 2 replies
   • 1k views
   • 
   • Peter Gulia
   • April 2, 2025

10. How to handle terminating DC plan with 415 suspense account.

    By Guest CTYSON, January 17, 2001
    • 2 replies
    • 4k views
    • 
    • Wessex
    • January 19, 2001

11. target and money purchase termination

    By Santo Gold, July 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • Santo Gold
    • July 12, 2005

12. Form 6088

    By Guest bjfgfg, December 21, 2006
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 27, 2006

13. Definition of "affected employee" in a partial plan terminat

    By Guest Tim K, November 30, 2001
    • 2 replies
    • 2k views
    • 
    • alanm
    • December 3, 2001

14. updating and restating terminated plans

    By Guest srr, September 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • September 12, 2002

15. audits of terminated plans

    By himt4, May 26, 2006
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 27, 2006

16. Can you correct plan failure after plan termination

    By Gudgergirl, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 1, 2009

17. Frozen DB Plan - Line 13p on Form 5310

    By Guest Eric A, August 5, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 1, 2010

18. Qualified Replacement Plan

    By bvhea, August 4, 2009
    • 2 replies
    • 2.9k views
    • 
    • bvhea
    • August 4, 2009

19. 5500 due date after plan termination

    By Dougsbpc, September 26, 2024
    • 2 replies
    • 1.5k views
    • 
    • ugueth
    • September 30, 2024

20. New User Fee and Small Plans

    By mwyatt, January 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2006

21. Plan Termination and vesting

    By Dazednconfused, July 7, 2009
    • 2 replies
    • 2.7k views
    • 
    • Laura Harrington
    • July 7, 2009

22. IRS Requesting EGTRRA Amendment for Terminated Plan

    By chris, January 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • chris
    • January 8, 2003

23. Deceased participant's account

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

24. Stock Sale - Plan Termination

    By PS, December 1, 2025
    • 2 replies
    • 443 views
    • 
    • justanotheradmin
    • December 1, 2025

25. Late Notice of Plan Benefits

    By J. Bringhurst, July 6, 2007
    • 2 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • July 6, 2007

26. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 2, 2024

27. True up contribution

    By PS, August 8, 2025
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • August 8, 2025

28. PBGC Plan Term filing after annuities purchased

    By pixiebear, August 25, 2022
    • 2 replies
    • 615 views
    • 
    • ConnieStorer
    • August 27, 2022

29. termination of DC plan

    By Guest eliotb, December 14, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

30. Amending Form 5310

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

31. Sole proprietor incorporates - does this mean plan must terminate?

    By Guest amfam2, April 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 23, 2002

32. The timing of things...

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

33. Excise tax on reversion where overfunding due to anticipated demutuali

    By Guest Paul C. Morrison, April 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 3, 2002

34. Plan Termination Notice/Timing Requirements

    By Indiana Joes, October 6, 2025
    • 2 replies
    • 304 views
    • 
    • C. B. Zeller
    • October 6, 2025

35. self-directed brokage account

    By PS, October 3, 2024
    • 2 replies
    • 1.2k views
    • 
    • PS
    • October 4, 2024

36. Profit Sharing Plan Termination

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

37. Amending a plan after submitting to PBGC

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

38. to vest or not to vest - DC plan

    By Jakyasar, December 28, 2020
    • 2 replies
    • 411 views
    • 
    • Jakyasar
    • December 29, 2020

39. Change address on 5500

    By Lou81, August 1, 2024
    • 2 replies
    • 1.4k views
    • 
    • Lou81
    • August 2, 2024

40. Pension plan frozen

    By Guest Michigan62, February 4, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • February 4, 2004

41. Form 5310 "Procedural Requirements Checklist"

    By Ananda, October 6, 2021
    • 2 replies
    • 558 views
    • 
    • DCPensionGal
    • October 7, 2021

42. Merging/Terminating Money Purchase plan

    By MarZDoates, November 12, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 12, 2001

43. Loan payment after plan termination

    By Guest nlamorte, October 8, 2010
    • 2 replies
    • 3.8k views
    • 
    • TPAMan
    • October 8, 2010

44. Payment of FIT withholding, business no longer exists

    By CLE401kGuy, November 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 11, 2011

45. Trailing Dividends and Plan Termination

    By Guest jjren, December 29, 2009
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • December 30, 2009

46. Distress termination

    By Guest JBeck, July 31, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 20, 2003

47. Allocation of Distribution Expenses in a Cash Balance Pension Plan Termination

    By Guest Dressageho, February 25, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 25, 2010

48. Qualified Replacement Plan

    By Lou S., May 13, 2014
    • 2 replies
    • 2.3k views
    • 
    • Lou S.
    • May 13, 2014

49. Terminated PBGC covered cash balance plan unresponsive participant

    By cathyw, September 10, 2020
    • 1 reply
    • 995 views
    • 
    • CuseFan
    • September 10, 2020

50. trustee to trustee transfer

    By Guest sue1jeff, April 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 22, 2003