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Plan Terminations

1,075 topics in this forum

  1. trustee to trustee transfer

    By Guest sue1jeff,
    • 1 reply
    • 1.4k views

  2. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear,
    • 1 reply
    • 2k views

  3. Safe Harbor Plan Termination

    By PFranckowiak,
    • 1 reply
    • 1.5k views

  4. vesting on plan termination

    By Draper55,
    • 1 reply
    • 716 views

  5. Unresponsive Participant

    By Randy Watson,
    • 1 reply
    • 2.1k views

  6. Converting a 5300 to a 5310

    By Randy Watson,
    • 1 reply
    • 1.3k views

  7. Partial Termination (yet again)

    By jkharvey,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  8. Plan Rollover vs. Plan Termination

    By Luis Miguel,
    • 1 reply
    • 1.3k views

  9. Participants Failing to Fill Out Distribution Paperwork

    By Madison71,
    • 1 reply
    • 1.1k views

  10. Partial Plan Termination?

    By Belgarath,
    • 1 reply
    • 669 views

  11. RMD

    By PS,
    • 1 reply
    • 718 views

  12. Does the Blackout Notice apply to a terminating plan?

    By katieinny,
    • 1 reply
    • 1.6k views

  13. Plan Termination and Guardian Plan

    By PS,
    • 1 reply
    • 771 views

  14. Terminated Money Purchase Plan

    By Guest Golden Girl,
    • 1 reply
    • 1.2k views

  15. Terminating 412i

    By Guest pensionadvisor48,
    • 1 reply
    • 1.5k views

  16. Terminating Safe Harbor 410(k) Plan Mid year - Retain SH status?

    By Lou S.,
    • 1 reply
    • 778 views

  17. Terminating DB Plan's 5310 det. letter filing "randomly selected

    By Guest E.B. Grant,
    • 1 reply
    • 1.5k views

  18. Bankruptcy and Safe Harbor Contributions

    By Guest gopher2378,
    • 1 reply
    • 1.9k views

  19. IRS Letter for Terminated Plan

    By Susan S.,
    • 1 reply
    • 1.6k views

  20. Multiple Employer Plan if Continued Service to Participants After Leave Controlled Group

    By Guest texastax,
    • 1 reply
    • 1.8k views

  21. Safe harbor contrib

    By thepensionmaven,   
    • 1 reply
    • 1.1k views

  22. 204(h) notice and IRC 4980F

    By chris,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  23. OK to file final Form 5500 even though two distribution checks are sti

    By KJohnson,
    • 1 reply
    • 1.6k views

  24. Reporting Asset Reversion

    By Guest ak,
    • 1 reply
    • 1.8k views

  25. Terminating 401(k) plan that files Form 5310 is "frozen" unt

    By Guest Dook,
    • 1 reply
    • 1.9k views

  26. Final 5500-EZ for MP after merger?

    By Guest RONNIE WASEL,
    • 1 reply
    • 1.3k views

  27. Amendment to Look-back Month

    By Pension RC,
    • 1 reply
    • 1.3k views

  28. Help with QDRO

    By Guest De26,
    • 1 reply
    • 1.3k views

  29. Terminating DB with Insufficient Assets

    By Dougsbpc,
    • 1 reply
    • 921 views

  30. Terminated PBGC Cov'd DB Plan - Missing vs. "Not Responding"

    By Guest EMC,
    • 1 reply
    • 1.8k views

  31. model 204(h) notice

    By emmetttrudy,
    • 1 reply
    • 3.7k views
    • Guest
    • Guest

  32. Plan Termination and RMD

    By Dougsbpc,
    • 1 reply
    • 2.3k views

  33. Payment of Termination Expenses

    By chris,
    • 1 reply
    • 1.2k views

  34. Diligent Search

    By Pension RC,
    • 1 reply
    • 1.5k views

  35. Restatement and Termination

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1.6k views

  36. Partial terminations

    By Guest Salvador A Mander,
    • 1 reply
    • 1.2k views

  37. Help! information needed on survivor benefit

    By Guest P Duggan,
    • 1 reply
    • 921 views
    • Guest
    • Guest

  38. Does Plan Termination have any affect on a Prohibited Transaction

    By Dennis Povloski,
    • 1 reply
    • 1.4k views

  39. Plan was "terminated" years ago, but one participant remained.

    By katieinny,
    • 1 reply
    • 1.2k views

  40. Distributions upon 401(k) Plan Termination

    By MarZDoates,
    • 1 reply
    • 1.6k views

  41. 436 Benefit Restrictions

    By Doghouse,
    • 1 reply
    • 1.4k views

  42. SIMPLE IRA termination

    By HipHiro,
    • 1 reply
    • 874 views

  43. DB Termination--Majority Owner Forego Benefits

    By Randy Watson,
    • 1 reply
    • 1.7k views

  44. Plan Termination/Merger

    By Guest mjr,
    • 1 reply
    • 1.1k views

  45. Changing the Plan Termination Date

    By emmetttrudy,
    • 1 reply
    • 786 views

  46. Form 5310

    By jpod,
    • 1 reply
    • 1.3k views

  47. Expense reimbursement from surplus

    By david rigby,
    • 1 reply
    • 949 views

  48. 5310 Determination Letter Provides Document Reliance?

    By David MacLennan,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  49. small plan termination. taxes not withheld

    By Lori H,
    • 1 reply
    • 1.3k views

  50. 401k termination/403b in controlled group

    By dixieandruby,
    • 1 reply
    • 616 views
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