Plan Terminations

1,040 topics in this forum

1. Excise Tax on Plan Termination

   By Dougsbpc, July 17, 2011
   • 0 replies
   • 1.3k views
   • 
   • Dougsbpc
   • July 17, 2011

2. Term of a Safe harbor plan

   By doombuggy, July 14, 2011
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • July 14, 2011

3. EPCRS, Plan Termination & Audit

   By Guest mcw, July 6, 2011
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 8, 2011

4. Termination of PSP Portion of 401(k) Plan

   By chris, June 27, 2011
   • 4 replies
   • 2.1k views
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   • Kevin C
   • June 29, 2011

5. Excise tax upon reversion

   By Guest Quacka, June 17, 2011
   • 1 reply
   • 1.1k views
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   • mbozek
   • June 20, 2011

6. Pending Form 5300

   By ERISA25, June 8, 2011
   • 3 replies
   • 1.5k views
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   • Peanut Butter Man
   • June 8, 2011

7. Filing for Determination on a DB plan

   By Lori H, June 2, 2011
   • 1 reply
   • 1.9k views
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   • John Feldt ERPA CPC QPA
   • June 3, 2011

8. Plan term notice/DC plan

   By doombuggy, June 2, 2011
   • 2 replies
   • 1.5k views
   • 
   • rcline46
   • June 2, 2011

9. Plan was "terminated" years ago, but one participant remained.

   By katieinny, March 10, 2011
   • 1 reply
   • 1.1k views
   • 
   • doombuggy
   • June 2, 2011

10. DB Termination

    By Guest JMN, May 25, 2011
    • 2 replies
    • 1.3k views
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    • Guest
    • May 25, 2011

11. 401(k) termination

    By Guest Inhouse ERISA, May 6, 2011
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 6, 2011

12. Determination Letter Application

    By Guest MJ1, May 3, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 3, 2011

13. can a termination be rescined by board action

    By Scuba 401, April 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 15, 2011

14. DB Termination, No Participants, No Assets

    By Guest bobolink, March 4, 2011
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 3, 2011

15. mid year plan termination of SH plan

    By Guest EPS2, March 22, 2011
    • 9 replies
    • 13.1k views
    • 
    • K2retire
    • March 24, 2011

16. RMD From terminating DB plan

    By dmb, March 23, 2011
    • 1 reply
    • 1.2k views
    • 
    • SheilaD
    • March 23, 2011

17. DC plan termination

    By thepensionmaven, March 10, 2011
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2011

18. how long after termination before plan must be paid out

    By Scuba 401, February 4, 2011
    • 2 replies
    • 1.7k views
    • 
    • thepensionmaven
    • March 10, 2011

19. Discovered plan was a PBGC Plan after termination

    By Randy Watson, March 8, 2011
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • March 8, 2011

20. distribution of assets after termination

    By Scuba 401, March 4, 2011
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • March 7, 2011

21. partial plan termination, or not?

    By K2retire, February 17, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2011

22. Excess Assets

    By Dougsbpc, January 27, 2011
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 27, 2011

23. Plan terminated - Did not mark final return on 1906

    By mattmc82, January 21, 2011
    • 0 replies
    • 1k views
    • 
    • mattmc82
    • January 21, 2011

24. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
    • 0 replies
    • 894 views
    • 
    • Guest
    • January 19, 2011

25. Converting a 5300 to a 5310

    By Randy Watson, January 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 8, 2011