Plan Terminations

1,005 topics in this forum

1. Partial Plan Termination

   By Nassau, September 7, 2012
   • 2 replies
   • 1.8k views
   • 
   • Kevin C
   • September 7, 2012

2. termination of plan and multiple distribution events

   By Guest kco7, August 31, 2012
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 31, 2012

3. force out distributions with QJSA provisions

   By K2retire, August 28, 2012
   • 5 replies
   • 1.8k views
   • 
   • Belgarath
   • August 29, 2012

4. Form 5310 Question

   By Eric Taylor, August 20, 2012
   • 1 reply
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • August 20, 2012

5. lost/missing participant

   By Chippy, August 1, 2012
   • 3 replies
   • 1.4k views
   • 
   • Hojo
   • August 9, 2012

6. Defined benefit plan termination

   By Belgarath, June 26, 2012
   • 6 replies
   • 1.8k views
   • 
   • Belgarath
   • July 3, 2012

7. Uncashed checks returned to employee account in terminated plan

   By Guest carolg, June 20, 2012
   • 5 replies
   • 2.2k views
   • 
   • 00hskrgrl
   • June 22, 2012

8. Submitting a terminated plan to the IRS (Form 5310)

   By John Feldt ERPA CPC QPA, June 5, 2012
   • 5 replies
   • 4.6k views
   • 
   • Mike Preston
   • June 14, 2012

9. 1099-R for an annuity?

   By JButtrick, June 6, 2012
   • 4 replies
   • 1.4k views
   • 
   • Bird
   • June 11, 2012

10. contributions after termination

    By Scuba 401, May 31, 2012
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • June 1, 2012

11. Where does it say LOD is voluntary

    By ombskid, May 21, 2012
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • May 21, 2012

12. Plan terminaiton with a mortgage

    By doombuggy, May 16, 2012
    • 0 replies
    • 985 views
    • 
    • doombuggy
    • May 16, 2012

13. Uncashed checks post-plan termination

    By Guest KennyH, May 15, 2012
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • May 15, 2012

14. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 11, 2012

15. Is going out of business a "substantial business hardship"

    By AlbanyConsultant, April 27, 2012
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • May 3, 2012

16. IRS Announcement 2011-82

    By Doghouse, April 24, 2012
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • April 26, 2012

17. 5310 Submission question

    By Richard Anderson, April 11, 2012
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 24, 2012

18. Plan Termination and Last Day Rule

    By Rai401k, April 11, 2012
    • 4 replies
    • 4k views
    • 
    • Rai401k
    • April 12, 2012

19. PBGC audit briefly resurrects plan

    By SheilaD, April 3, 2012
    • 3 replies
    • 1k views
    • 
    • Bird
    • April 4, 2012

20. Plan Termination - Distribution to Trustee

    By Zoey, February 17, 2012
    • 8 replies
    • 2.3k views
    • 
    • Lou S.
    • February 28, 2012

21. Can plan adopt termination post-4/30/10 w/o restating?

    By AlbanyConsultant, August 24, 2010
    • 12 replies
    • 2.2k views
    • 
    • Belgarath
    • February 15, 2012

22. Assets moved into Terminated Plan

    By Guest Beneflaw, February 3, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2012

23. Plan Termination - Outstanding Loans

    By Guest Christie Loeslein, December 29, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2011

24. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 837 views
    • 
    • Belgarath
    • December 27, 2011

25. Spouse Refuses to Consent

    By Guest LHart, November 14, 2011
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • November 15, 2011