Plan Terminations

1,069 topics in this forum

1. 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

2. Terminating a ROBS

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

3. Form 6088 and unfunded DB Plan

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

4. Comparable plans

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

5. Social Security Integration

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

6. Partial Termination

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

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

   By Hoard1, August 20, 1999
   • 1 reply
   • 1.6k views
   • 
   • imchipbrown
   • September 10, 1999

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

   By John A, October 4, 1999
   • 1 reply
   • 2.9k views
   • 
   • david rigby
   • October 4, 1999

9. Term of a Safe harbor plan

   By doombuggy, July 14, 2011
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • July 14, 2011

10. Is this a short plan year

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

11. Profit sharing plan termination?

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

12. 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

13. Owner Waiver

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

14. Plan Termination and Potential Problem with Amendments

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

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

    By lcollins300, May 10, 2021   

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

16. 5310 for multiple employer plan

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

17. Distribution option based on 5310

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

18. Plan Termination Assumptions

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

19. Timing of PPA Amendment

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

20. Missing Participant Distribution Redux--Practitioner Preference?

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

21. 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

22. Terminated Plan - Allocation of Surplus

    By Guest Boston Attorney, December 17, 1999
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • December 17, 1999

23. Top Heavy and Forfeiture Reallocation

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

24. terminate 401k s/h

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

25. QJSA Annuity-Terminated Plan with Unresponsive Participants

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

26. ROE correction

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

27. welfare plan lost tax exempt status

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

28. 410(b) coverage

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

29. DC plan termination

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

30. Terminating a Target Benefit Plan

    By Guest Thornton, March 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • April 14, 2003

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

    By Guest Nadyne, January 8, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 9, 2000

32. GUST restatement upon final distr of assets??

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

33. 5310 completion questions

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

34. 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

35. Payment options for retirement fund if terminating employment

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

36. 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

37. 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

38. Terminating MP plan 415 issue

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

39. 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

40. Forfeitures in a Terminated MP Plan

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

41. 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

42. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 25, 2012

43. Testing ADP on a terminated plan

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

44. 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

45. Adopting Employer wants Out

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

46. Distributions After Death- 401(a)(9)

    By Guest MJO, February 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 13, 2002

47. Termination of Prototype Plan (by adopting ER)

    By Guest Bear1, May 24, 2006
    • 1 reply
    • 2.4k views
    • 
    • Nate X
    • June 14, 2006

48. Exemption from user fee

    By Dougsbpc, October 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2007

49. Form 6088(e)

    By LIBERTYKID, November 12, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 13, 2014

50. What are the consequences of nullification by PBGC of a plan terminati

    By Guest, May 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 5, 2000