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Plan Terminations

1,075 topics in this forum

  1. Plan Termination - How to amend for "GUST" prior to availabi

    By SMB,
    • 1 reply
    • 1.6k views
    • Alf
    • Alf

  2. Odd qt?

    By Guest mab,
    • 1 reply
    • 1.2k views

  3. PBGC - Missing Participant - attach B

    By Guest JBY,
    • 1 reply
    • 1.3k views

  4. 401(k) termination

    By Guest Inhouse ERISA,
    • 1 reply
    • 1.4k views

  5. 5310 Mailing address changed?

    By Sully,
    • 1 reply
    • 2.1k views

  6. Hedging....

    By Bri,
    • 1 reply
    • 655 views

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

    By Guest rambutan,
    • 1 reply
    • 1.6k views

  8. Terminating a ROBS

    By cpc0506,
    • 1 reply
    • 1.8k views

  9. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 643 views

  10. Comparable plans

    By Guest Louis,
    • 1 reply
    • 1.9k views

  11. Social Security Integration

    By jpod,
    • 1 reply
    • 1k views

  12. Partial Termination

    By MarZDoates,
    • 1 reply
    • 1.8k views

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

    By Hoard1,
    • 1 reply
    • 1.7k views

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

    By John A,
    • 1 reply
    • 3k views

  15. Term of a Safe harbor plan

    By doombuggy,
    • 1 reply
    • 1.4k views

  16. Is this a short plan year

    By RDY2RTR,
    • 1 reply
    • 1.1k views

  17. Profit sharing plan termination?

    By Guest rim,
    • 1 reply
    • 1.7k views

  18. un-terminating a plan?

    By justanotheradmin,   
    • 1 reply
    • 3.9k views

  19. Owner Waiver

    By Cloudy,
    • 1 reply
    • 1k views

  20. Plan Termination and Potential Problem with Amendments

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

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

    By lcollins300,   
    • 1 reply
    • 803 views

  22. 5310 for multiple employer plan

    By Guest SEC,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  23. Distribution option based on 5310

    By Guest Sadie,
    • 1 reply
    • 1.6k views

  24. Plan Termination Assumptions

    By Guest MrActuary,
    • 1 reply
    • 1.8k views

  25. Timing of PPA Amendment

    By MarZDoates,
    • 1 reply
    • 2k views

  26. Missing Participant Distribution Redux--Practitioner Preference?

    By Guest Katharine Jungkind,
    • 1 reply
    • 1.6k views

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

    By jkharvey,
    • 1 reply
    • 1.7k views

  28. Terminated Plan - Allocation of Surplus

    By Guest Boston Attorney,
    • 1 reply
    • 3.2k views

  29. Top Heavy and Forfeiture Reallocation

    By Guest dhall,
    • 1 reply
    • 2.7k views

  30. terminate 401k s/h

    By jkharvey,
    • 1 reply
    • 1.3k views

  31. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 623 views

  32. ROE correction

    By PS,
    • 1 reply
    • 434 views

  33. welfare plan lost tax exempt status

    By Guest JD698,
    • 1 reply
    • 977 views

  34. 410(b) coverage

    By Earl,
    • 1 reply
    • 1.7k views

  35. DC plan termination

    By Guest JM123,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  36. Terminating a Target Benefit Plan

    By Guest Thornton,
    • 1 reply
    • 1.6k views

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

    By Guest Nadyne,
    • 1 reply
    • 2.3k views

  38. GUST restatement upon final distr of assets??

    By dmb,
    • 1 reply
    • 1k views

  39. 5310 completion questions

    By Guest bshawnr,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  40. Employer wants to change mind on plan termination

    By Santo Gold,
    • 1 reply
    • 1.2k views

  41. Payment options for retirement fund if terminating employment

    By Guest Rhonda,
    • 1 reply
    • 1.6k views

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

    By Guest meggie,
    • 1 reply
    • 2.4k views

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

    By Guest curtis1007,
    • 1 reply
    • 1.2k views

  44. Terminating MP plan 415 issue

    By dmb,
    • 1 reply
    • 1.5k views

  45. Looking for information on Defined Contribution Recordkeepers annual C

    By Guest Gary M,
    • 1 reply
    • 1.5k views

  46. Forfeitures in a Terminated MP Plan

    By MarZDoates,
    • 1 reply
    • 1.3k views

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

    By katieinny,   
    • 1 reply
    • 1.8k views

  48. DB plan term optional forms

    By ombskid,
    • 1 reply
    • 1.3k views

  49. Testing ADP on a terminated plan

    By Guest Melissa Winslow,
    • 1 reply
    • 1.9k views

  50. Statement of Net Assets on Form 5310

    By lalaland,
    • 1 reply
    • 1.2k views
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