Plan Terminations

1,058 topics in this forum

1. Due date for Comments to IRS on Notice of Intent To Terminate

   By Guest BrooklynKid, August 6, 2014   

   • Notice of Intent to Terminate
   • Plan Termination
   • (and 1 more)

     Tagged with:

     • Notice of Intent to Terminate
     • Plan Termination
     • Weekend Rule
   • 7 replies
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • August 7, 2014

2. Statement of Net Assets on Form 5310

   By lalaland, August 7, 2014
   • 1 reply
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • August 7, 2014

3. Participant's Death While Plan is Terminating

   By 401 Chaos, August 4, 2014
   • 2 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • August 5, 2014

4. terminating a Money Purchase plan

   By Guest biener, July 17, 2014
   • 12 replies
   • 5.7k views
   • 
   • KimberlyC
   • July 31, 2014

5. 401(k) Term, Testing and 401(a)(17) proration?

   By Lou S., June 27, 2014
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • June 30, 2014

6. Terminated Participant Fully Vested?

   By Dougsbpc, June 12, 2014
   • 6 replies
   • 3.1k views
   • 
   • Jim Chad
   • June 13, 2014

7. Terminating a ROBS

   By cpc0506, June 6, 2014
   • 1 reply
   • 1.7k views
   • 
   • ESOP Guy
   • June 6, 2014

8. Qualified Replacement Plan

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

9. Additional distributions - election forms?

   By t.haley, April 7, 2014
   • 0 replies
   • 1.4k views
   • 
   • t.haley
   • April 7, 2014

10. Partial termination distributions and timing

    By Guest pjz1234, April 4, 2014   

    • partial plan termination
    • Form 5300
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • Form 5300
      • Form 5301
    • 8 replies
    • 4.3k views
    • 
    • Lou S.
    • April 4, 2014

11. SB for Terminating Plan

    By Pension RC, January 9, 2014
    • 1 reply
    • 1.3k views
    • 
    • thepensionmaven
    • March 16, 2014

12. Why would employer terminate Esop?

    By Guest camneely, March 5, 2014
    • 8 replies
    • 5k views
    • 
    • Guest
    • March 7, 2014

13. Form 5310 rev. 12/13 item 21f assets

    By Guest F5500Programmer, February 28, 2014   

    • 5310
    • assets
    • (and 1 more)

      Tagged with:

      • 5310
      • assets
      • 21f
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

14. Terminating DB and 403(b) plans - default IRA provider recommendations

    By taxllm, February 13, 2014
    • 5 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 18, 2014

15. Plan Year End

    By Pension RC, February 4, 2014
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • February 5, 2014

16. Participant terminated in plan year of termination. Fully vest?

    By Lori H, January 27, 2014
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 28, 2014

17. Terminate and Start a SIMPLE?

    By pcbenefits007, January 16, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • January 16, 2014

18. Lump Sum Value of Long-Ago Majority Owner 70 1/2 Election

    By Guest D.W., December 19, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 15, 2014

19. terminating an orphan plan

    By Gudgergirl, December 30, 2013
    • 10 replies
    • 2.4k views
    • 
    • Kevin C
    • January 14, 2014

20. 1099 question

    By Pension RC, January 8, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • January 8, 2014

21. Terminating a safe harbor plan

    By Guest Celtics, December 20, 2013
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 27, 2013

22. IRS User Fee Exemption - Terminating 401(k) Plan

    By emmetttrudy, December 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • emmetttrudy
    • December 23, 2013

23. Amendment to Look-back Month

    By Pension RC, December 17, 2013
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • December 18, 2013

24. 5310 Question 15a(6)

    By stormoj1, December 18, 2013
    • 0 replies
    • 953 views
    • 
    • stormoj1
    • December 18, 2013

25. un-terminating a plan?

    By justanotheradmin, November 19, 2013   

    • termination
    • 401(k)
    • (and 1 more)

      Tagged with:

      • termination
      • 401(k)
      • undo
    • 1 reply
    • 3.8k views
    • 
    • david rigby
    • November 20, 2013