Plan Terminations

1,069 topics in this forum

1. RMD at time of Plan Termination

   By WesleyT, September 29, 2008
   • 1 reply
   • 2k views
   • 
   • ERISAnut
   • September 29, 2008

2. RMD for non-owner employed beyond age 70.5

   By Kevin C, March 16, 2016
   • 8 replies
   • 2.4k views
   • 
   • Kevin C
   • April 14, 2016

3. RMD From terminating DB plan

   By dmb, March 23, 2011
   • 1 reply
   • 1.3k views
   • 
   • SheilaD
   • March 23, 2011

4. ROE correction

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

5. Rolling Over Excess Assets To A Qualified Replacement Plan

   By Lucky32, April 14, 2022
   • 9 replies
   • 1.5k views
   • 
   • Bri
   • May 20, 2022

6. Rollover vs. Annuity

   By Just Me, December 16, 2004
   • 5 replies
   • 2k views
   • 
   • Guest
   • December 29, 2004

7. Rollovers

   By Guest jaf036, November 29, 2006
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • November 30, 2006

8. Rules for plan termination

   By Guest JohnSB, December 13, 2007
   • 2 replies
   • 2.9k views
   • 
   • JanetM
   • December 13, 2007

9. Safe Harbor 401(k) Plan

   By mming, December 30, 2005
   • 2 replies
   • 1.9k views
   • 
   • mming
   • January 2, 2006

10. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.4k views
    • 
    • drakecohen
    • November 11, 2023

11. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

    • safe harbor non-elective
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 17, 2017

12. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 6 replies
    • 8.5k views
    • 
    • JustMe
    • July 29, 2020

13. Safe Harbor Non-elective

    By PS, August 19, 2022
    • 2 replies
    • 469 views
    • 
    • PS
    • August 19, 2022

14. Safe harbor notice

    By PS, October 4, 2022
    • 6 replies
    • 945 views
    • 
    • PS
    • November 15, 2022

15. Safe Harbor Plan Termination

    By PFranckowiak, September 6, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 6, 2011

16. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 4.4k views
    • 
    • Luke Bailey
    • July 24, 2020

17. Safe Harbor Plan Termination

    By AmyETPA, July 26, 2021
    • 2 replies
    • 888 views
    • 
    • AmyETPA
    • July 30, 2021

18. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

    By jessica401(k), October 6, 2017
    • 7 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • October 8, 2017

19. Safe Harbor portion

    By PS, January 26, 2022
    • 4 replies
    • 774 views
    • 
    • PS
    • January 27, 2022

20. Safe Harbor PS 401k Termination

    By DP, August 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • DP
    • August 4, 2003

21. Sale of assets

    By Guest ship10@aol.com, September 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • jpod
    • September 21, 2007

22. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.5k views
    • 
    • ConnieStorer
    • February 1, 2016

23. SB for Terminating Plan

    By Pension RC, January 9, 2014
    • 1 reply
    • 1.4k views
    • 
    • thepensionmaven
    • March 16, 2014

24. Schedule Q No Longer Required

    By chris, September 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • September 12, 2001

25. Secure Act amendment for terminating CB plan

    By D.J. Simonetti, March 30, 2023
    • 7 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • March 31, 2023

26. self-directed brokage account

    By PS, October 3, 2024
    • 2 replies
    • 1.1k views
    • 
    • PS
    • October 4, 2024

27. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • May 4, 2016

28. separation from service after plan termination date

    By Gudgergirl, March 12, 2009
    • 0 replies
    • 1.5k views
    • 
    • Gudgergirl
    • March 12, 2009

29. Settlement Fees Received after Plan Termination -HELP

    By Guest jvgatty, May 28, 2010
    • 12 replies
    • 5.1k views
    • 
    • PensionPro
    • October 2, 2012

30. Severance

    By PS, December 6, 2024
    • 2 replies
    • 859 views
    • 
    • CuseFan
    • December 6, 2024

31. severance pay

    By Guest dublinirish, December 15, 2008
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • December 16, 2008

32. SH Non-elec plan term

    By AlbanyConsultant, December 26, 2007
    • 7 replies
    • 3.8k views
    • 
    • AlbanyConsultant
    • December 27, 2007

33. Short Final Year Exception & Asset Sales

    By Appalachian_Trail, September 22
    • 0 replies
    • 1.1k views
    • 
    • Appalachian_Trail
    • September 22

34. Short plan year

    By PS, August 9, 2022
    • 3 replies
    • 2.4k views
    • 
    • D Lewis
    • August 10, 2022

35. Short plan year payroll year

    By PS, September 26, 2022
    • 4 replies
    • 979 views
    • 
    • Lou S.
    • October 10, 2022

36. Should client file a Form 5310 when terminating a standardized prototy

    By Cathy from Chicago, October 12, 2000
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • October 12, 2000

37. Should client file for a determination letter when terminating his one

    By Fredman, March 2, 2000
    • 3 replies
    • 1.9k views
    • 
    • Ervin Barham
    • March 20, 2000

38. SIMPLE

    By PS, July 13, 2022
    • 8 replies
    • 916 views
    • 
    • Bill Presson
    • July 18, 2022

39. SIMPLE

    By PS, July 26, 2022
    • 1 reply
    • 578 views
    • 
    • Belgarath
    • July 26, 2022

40. SIMPLE IRA termination

    By HipHiro, October 18, 2017
    • 1 reply
    • 855 views
    • 
    • ETA Consulting LLC
    • October 19, 2017

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

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

42. Simple-IRA Termination Requirements?

    By Guest JBALLARINO, November 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 10, 2002

43. Small Balances in PBGC Plan Term

    By Earl, February 17, 2018
    • 0 replies
    • 488 views
    • 
    • Earl
    • February 17, 2018

44. Small Plan PBGC Termination Question

    By Lou S., June 19, 2024
    • 6 replies
    • 1.3k views
    • 
    • CuseFan
    • June 21, 2024

45. small plan termination. taxes not withheld

    By Lori H, October 26, 2016
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • October 26, 2016

46. SMM

    By PS, August 20, 2021
    • 6 replies
    • 842 views
    • 
    • PS
    • August 23, 2021

47. Social Security Integration

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

48. Sole Prop Terminating SH 401(k) Mid Year

    By TBob, November 16, 2010
    • 0 replies
    • 1.3k views
    • 
    • TBob
    • November 16, 2010

49. Sole proprietor incorporates - does this mean plan must terminate?

    By Guest amfam2, April 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 23, 2002

50. soon to be orphan plan

    By Santo Gold, October 26, 2012
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 29, 2012