Plan Terminations

1,074 topics in this forum

1. Odd qt?

   By Guest mab, January 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • January 18, 2003

2. PBGC - Missing Participant - attach B

   By Guest JBY, November 19, 2010
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • November 19, 2010

3. 401(k) termination

   By Guest Inhouse ERISA, May 6, 2011
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • May 6, 2011

4. 5310 Mailing address changed?

   By Sully, June 22, 2007
   • 1 reply
   • 2.1k views
   • 
   • maverick
   • June 25, 2007

5. Hedging....

   By Bri, April 17, 2023
   • 1 reply
   • 643 views
   • 
   • Lou S.
   • April 18, 2023

6. What is the "same desk rule" with respect to terminated or s

   By Guest rambutan, November 5, 2000
   • 1 reply
   • 1.6k views
   • 
   • John A
   • November 6, 2000

7. Terminating a ROBS

   By cpc0506, June 6, 2014
   • 1 reply
   • 1.8k views
   • 
   • ESOP Guy
   • June 6, 2014

8. Form 6088 and unfunded DB Plan

   By Ananda, November 5, 2021
   • 1 reply
   • 624 views
   • 
   • Mike Preston
   • November 5, 2021

9. Comparable plans

   By Guest Louis, May 21, 1999
   • 1 reply
   • 1.9k views
   • 
   • Lorraine Dorsa
   • July 2, 1999

10. Social Security Integration

    By jpod, April 24, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 24, 2015

11. Partial Termination

    By MarZDoates, November 4, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 4, 2005

12. Simple IRA, /(k) and Qualified (k) Comparison

    By Hoard1, August 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • September 10, 1999

13. How does an employer reverse (unterminate?) a plan termination?

    By John A, October 4, 1999
    • 1 reply
    • 3k views
    • 
    • david rigby
    • October 4, 1999

14. Term of a Safe harbor plan

    By doombuggy, July 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 14, 2011

15. Is this a short plan year

    By RDY2RTR, September 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 21, 2011

16. Profit sharing plan termination?

    By Guest rim, October 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • October 15, 1999

17. un-terminating a plan?

    By justanotheradmin, November 19, 2013   

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

      Tagged with:

      • termination
      • 401(k)
      • undo
    • 1 reply
    • 3.9k views
    • 
    • david rigby
    • November 20, 2013

18. Owner Waiver

    By Cloudy, February 1, 2016
    • 1 reply
    • 995 views
    • 
    • david rigby
    • February 1, 2016

19. Plan Termination and Potential Problem with Amendments

    By Susan S., November 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2009

20. Terminated Plan Assets Roll into New Plan Under Same Control Group - Unrelated or Related?

    By lcollins300, May 10, 2021   

    • related rollover
    • 1 reply
    • 784 views
    • 
    • CuseFan
    • May 11, 2021

21. 5310 for multiple employer plan

    By Guest SEC, November 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 1, 2001

22. Distribution option based on 5310

    By Guest Sadie, November 16, 2004
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 17, 2004

23. Plan Termination Assumptions

    By Guest MrActuary, September 25, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2006

24. Timing of PPA Amendment

    By MarZDoates, October 24, 2007
    • 1 reply
    • 2k views
    • 
    • Bird
    • October 25, 2007

25. Missing Participant Distribution Redux--Practitioner Preference?

    By Guest Katharine Jungkind, November 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 10, 2000

26. Trying to pay assets out of MPPP. How to handle additional deposits made into the Trust.

    By jkharvey, July 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • July 6, 2005

27. Terminated Plan - Allocation of Surplus

    By Guest Boston Attorney, December 17, 1999
    • 1 reply
    • 3.2k views
    • 
    • david rigby
    • December 17, 1999

28. Top Heavy and Forfeiture Reallocation

    By Guest dhall, March 12, 2010
    • 1 reply
    • 2.6k views
    • 
    • Kevin C
    • March 12, 2010

29. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 11, 2012

30. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH, November 10, 2021
    • 1 reply
    • 608 views
    • 
    • CuseFan
    • November 10, 2021

31. ROE correction

    By PS, July 3, 2025
    • 1 reply
    • 408 views
    • 
    • Lois Baker
    • July 7, 2025

32. welfare plan lost tax exempt status

    By Guest JD698, February 19, 2003
    • 1 reply
    • 973 views
    • 
    • mbozek
    • February 19, 2003

33. 410(b) coverage

    By Earl, March 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 30, 2007

34. DC plan termination

    By Guest JM123, December 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 15, 2009

35. Terminating a Target Benefit Plan

    By Guest Thornton, March 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 14, 2003

36. Who can receive an allocation in a qualified replacement plan?

    By Guest Nadyne, January 8, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • January 9, 2000

37. GUST restatement upon final distr of assets??

    By dmb, November 21, 2002
    • 1 reply
    • 1k views
    • 
    • Appleby
    • November 21, 2002

38. 5310 completion questions

    By Guest bshawnr, September 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 28, 2009

39. Employer wants to change mind on plan termination

    By Santo Gold, May 1, 2015
    • 1 reply
    • 1.1k views
    • 
    • hr for me
    • May 1, 2015

40. Payment options for retirement fund if terminating employment

    By Guest Rhonda, February 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • February 18, 2000

41. Can a qualified 401(k) replacement plan apply the surplus assets obtai

    By Guest meggie, December 20, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • December 27, 2000

42. How Much Time Does Employer Have To Distribute Funds After Employee Requests Funds

    By Guest curtis1007, June 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • June 9, 2010

43. Terminating MP plan 415 issue

    By dmb, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • John A
    • February 2, 2001

44. Looking for information on Defined Contribution Recordkeepers annual C

    By Guest Gary M, March 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • March 14, 2000

45. Forfeitures in a Terminated MP Plan

    By MarZDoates, June 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 18, 2002

46. Terminating a 401(k) during VCP submission process

    By katieinny, September 24, 2014   

    • term now or wait for IRS?
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 24, 2014

47. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • September 25, 2012

48. Testing ADP on a terminated plan

    By Guest Melissa Winslow, March 20, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • March 21, 2000

49. Statement of Net Assets on Form 5310

    By lalaland, August 7, 2014
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 7, 2014

50. Adopting Employer wants Out

    By kocak, April 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 14, 2000