Plan Terminations

1,075 topics in this forum

1. Reversion of Excess Assets

   By Guest ccl, December 19, 2008
   • 6 replies
   • 3.5k views
   • 
   • Guest
   • December 21, 2008

2. RMD

   By PS, April 4, 2024
   • 1 reply
   • 717 views
   • 
   • CuseFan
   • April 5, 2024

3. RMD

   By PS, June 17, 2021
   • 2 replies
   • 1.2k views
   • 
   • PS
   • June 17, 2021

4. RMD

   By Egold, June 21, 2025
   • 3 replies
   • 859 views
   • 
   • CuseFan
   • June 23, 2025

5. RMD at time of Plan Termination

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

6. 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

7. RMD From terminating DB plan

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

8. ROE correction

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

9. Rolling Over Excess Assets To A Qualified Replacement Plan

   By Lucky32, April 14, 2022
   • 9 replies
   • 1.6k views
   • 
   • Bri
   • May 20, 2022

10. Rollover vs. Annuity

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

11. Rollovers

    By Guest jaf036, November 29, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 30, 2006

12. Rules for plan termination

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

13. Safe Harbor 401(k) Plan

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

14. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.8k views
    • 
    • drakecohen
    • November 11, 2023

15. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

    • safe harbor non-elective
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 17, 2017

16. Safe Harbor Mid-Year Termination

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

17. Safe Harbor Non-elective

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

18. Safe harbor notice

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

19. Safe Harbor Plan Termination

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

20. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 4.6k views
    • 
    • Luke Bailey
    • July 24, 2020

21. Safe Harbor Plan Termination

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

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

    By jessica401(k), October 6, 2017
    • 7 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • October 8, 2017

23. Safe Harbor portion

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

24. Safe Harbor PS 401k Termination

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

25. Sale of assets

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

26. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.6k views
    • 
    • ConnieStorer
    • February 1, 2016

27. SB for Terminating Plan

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

28. Schedule Q No Longer Required

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

29. SDB

    By PS, February 4
    • 2 replies
    • 409 views
    • 
    • CuseFan
    • February 4

30. Secure Act amendment for terminating CB plan

    By D.J. Simonetti, March 30, 2023
    • 7 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • March 31, 2023

31. self-directed brokage account

    By PS, October 3, 2024
    • 2 replies
    • 1.2k views
    • 
    • PS
    • October 4, 2024

32. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 4, 2016

33. separation from service after plan termination date

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

34. Settlement Fees Received after Plan Termination -HELP

    By Guest jvgatty, May 28, 2010
    • 12 replies
    • 5.2k views
    • 
    • PensionPro
    • October 2, 2012

35. Severance

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

36. severance pay

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

37. SH Non-elec plan term

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

38. Short Final Year Exception & Asset Sales

    By Appalachian_Trail, September 22, 2025
    • 0 replies
    • 1.2k views
    • 
    • Appalachian_Trail
    • September 22, 2025

39. Short plan year

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

40. Short plan year payroll year

    By PS, September 26, 2022
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • October 10, 2022

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

    By Cathy from Chicago, October 12, 2000
    • 2 replies
    • 3.3k views
    • 
    • david rigby
    • October 12, 2000

42. 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

43. SIMPLE

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

44. SIMPLE

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

45. SIMPLE IRA termination

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

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

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

47. Simple-IRA Termination Requirements?

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

48. Small Balances in PBGC Plan Term

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

49. Small Plan PBGC Termination Question

    By Lou S., June 19, 2024
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • June 21, 2024

50. small plan termination. taxes not withheld

    By Lori H, October 26, 2016
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • October 26, 2016