Plan Terminations

1,069 topics in this forum

1. calculating total participants

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

2. Pension Plan Termination

   By rtheis, September 23, 2024
   • 2 replies
   • 1.2k views
   • 
   • Lou S.
   • September 25, 2024

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

   By t.haley, November 15, 2024
   • 2 replies
   • 1k views
   • 
   • CuseFan
   • November 18, 2024

4. Safe Harbor Non-elective

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

5. 401(k) Plan abandoned and missing contributions

   By Jennifer D., April 2
   • 2 replies
   • 895 views
   • 
   • Peter Gulia
   • April 2

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

   By Guest CTYSON, January 17, 2001
   • 2 replies
   • 3.9k views
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   • Wessex
   • January 19, 2001

7. target and money purchase termination

   By Santo Gold, July 11, 2005
   • 2 replies
   • 1.4k views
   • 
   • Santo Gold
   • July 12, 2005

8. Form 6088

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

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

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

10. updating and restating terminated plans

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

11. audits of terminated plans

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

12. Can you correct plan failure after plan termination

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

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

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

14. Qualified Replacement Plan

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

15. 5500 due date after plan termination

    By Dougsbpc, September 26, 2024
    • 2 replies
    • 1.3k views
    • 
    • ugueth
    • September 30, 2024

16. New User Fee and Small Plans

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

17. Plan Termination and vesting

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

18. IRS Requesting EGTRRA Amendment for Terminated Plan

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

19. Deceased participant's account

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

20. Late Notice of Plan Benefits

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

21. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 2, 2024

22. True up contribution

    By PS, August 8
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • August 8

23. PBGC Plan Term filing after annuities purchased

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

24. termination of DC plan

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

25. Amending Form 5310

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

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

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

27. The timing of things...

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

28. 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

29. Plan Termination Notice/Timing Requirements

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

30. self-directed brokage account

    By PS, October 3, 2024
    • 2 replies
    • 1.1k views
    • 
    • PS
    • October 4, 2024

31. Profit Sharing Plan Termination

    By Guest Astro, October 8, 2007
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • October 8, 2007

32. Amending a plan after submitting to PBGC

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

33. to vest or not to vest - DC plan

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

34. Change address on 5500

    By Lou81, August 1, 2024
    • 2 replies
    • 1.3k views
    • 
    • Lou81
    • August 2, 2024

35. Pension plan frozen

    By Guest Michigan62, February 4, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • February 4, 2004

36. Form 5310 "Procedural Requirements Checklist"

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

37. Merging/Terminating Money Purchase plan

    By MarZDoates, November 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 12, 2001

38. Loan payment after plan termination

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

39. Payment of FIT withholding, business no longer exists

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

40. Trailing Dividends and Plan Termination

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

41. Distress termination

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

42. 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

43. Qualified Replacement Plan

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

44. Terminated PBGC covered cash balance plan unresponsive participant

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

45. trustee to trustee transfer

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

46. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • November 1, 2019

47. Safe Harbor Plan Termination

    By PFranckowiak, September 6, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 6, 2011

48. vesting on plan termination

    By Draper55, July 22, 2019
    • 1 reply
    • 686 views
    • 
    • 401_noob
    • July 24, 2019

49. Unresponsive Participant

    By Randy Watson, February 21, 2007
    • 1 reply
    • 2k views
    • 
    • david rigby
    • February 22, 2007

50. Converting a 5300 to a 5310

    By Randy Watson, January 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • January 8, 2011