Plan Terminations

1,078 topics in this forum

1. welfare plan lost tax exempt status

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

2. GUST/EGTRRA Amendments for Terminated Plan

   By Guest enelson, January 29, 2003
   • 4 replies
   • 1.8k views
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   • KJohnson
   • January 29, 2003

3. Merging of Plan Sources

   By Guest KFLETT, January 20, 2003
   • 8 replies
   • 1.5k views
   • 
   • mbozek
   • January 20, 2003

4. Odd qt?

   By Guest mab, January 17, 2003
   • 1 reply
   • 1.2k views
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   • david rigby
   • January 18, 2003

5. Filing 5310

   By Guest R. Daestrom, January 13, 2003
   • 4 replies
   • 1.9k views
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   • jpod
   • January 14, 2003

6. Help! information needed on survivor benefit

   By Guest P Duggan, January 13, 2003
   • 1 reply
   • 954 views
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   • Guest
   • January 13, 2003

7. IRS Requesting EGTRRA Amendment for Terminated Plan

   By chris, January 8, 2003
   • 2 replies
   • 1.6k views
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   • chris
   • January 8, 2003

8. Plan Terminated, Insurance Policy not distributed

   By Guest EBGEEK, January 4, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 8, 2003

9. PEO and Plan Termination

   By Guest kgsingletary, December 20, 2002
   • 2 replies
   • 1.6k views
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   • Ron Snyder
   • December 23, 2002

10. DC Plan Termination Procedures

    By Guest Kathleen Toth, December 6, 2002
    • 10 replies
    • 3.1k views
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    • RCK
    • December 17, 2002

11. Form 5310

    By Guest ladycpa, December 10, 2002
    • 9 replies
    • 2k views
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    • Kirk Maldonado
    • December 12, 2002

12. When forfeitures have always been used to offset employer contribution

    By John A, December 10, 1999
    • 14 replies
    • 3.6k views
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    • mbozek
    • December 4, 2002

13. Form 5310

    By Guest ladycpa, November 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2002

14. MP & PSP Plan Mergers - Optional Forms of Benefit

    By Guest Laura12345, November 25, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 25, 2002

15. Distributing assets prior to Determination Letter

    By Guest HHR, November 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 25, 2002

16. GUST restatement upon final distr of assets??

    By dmb, November 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 21, 2002

17. Money Purchase Pension Plan merger final Form 5500

    By Guest tcunagin, November 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • November 21, 2002

18. Partial Plan Termination - Controlled Group of Corps with 2 plans ( 1

    By Guest HFOSTER, November 13, 2002
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • November 13, 2002

19. Plan Rollover vs. Plan Termination

    By Luis Miguel, November 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • November 12, 2002

20. Simple-IRA Termination Requirements?

    By Guest JBALLARINO, November 10, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 10, 2002

21. Freeze of MPPP Cause Full Vesting??

    By chris, November 7, 2002
    • 0 replies
    • 1.1k views
    • 
    • chris
    • November 7, 2002

22. Naughty Client!

    By Guest LKHartnett, November 1, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2002

23. 401(k) Plan Termination

    By Guest Jane Freeman, October 23, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 28, 2002

24. Employer notifies participants that contributions to calendar year MPP

    By Moe Howard, October 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 18, 2002

25. Adoption of EGTRRA Compensation Limit To Increase Benefits

    By Guest merlin, October 18, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 18, 2002

26. Terminated Plan-TRA86 Document Compliance

    By Guest merlin, October 17, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 17, 2002

27. Terminating a SIMPLE plan

    By k man, October 4, 2002
    • 0 replies
    • 1.1k views
    • 
    • k man
    • October 4, 2002

28. Terminating retirement plan with forfeitures and no eligible participa

    By Guest Christie Banks, October 1, 2002
    • 8 replies
    • 2.5k views
    • 
    • E as in ERISA
    • October 3, 2002

29. Final 5500-EZ for MP after merger?

    By Guest RONNIE WASEL, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • September 23, 2002

30. Final 5500 for Money Purchase Plan Merged into Profit Sharing Plan

    By Guest lgjs, September 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • September 18, 2002

31. Forfeitures and deferred sales charges

    By Guest Amy Harle, September 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 18, 2002

32. Amending/Restating for Termination: Style & Substance Question

    By Guest Much2Learn, September 6, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 12, 2002

33. updating and restating terminated plans

    By Guest srr, September 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • September 12, 2002

34. Updating plans prior to termination.

    By katieinny, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 11, 2002

35. Terminated Plan - Participants Refuse to Take Distribution

    By BTH, August 21, 2002
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • September 5, 2002

36. OK to terminate a profit-sharing plan and immediately start a 401(k) p

    By John A, July 19, 2000
    • 11 replies
    • 4.5k views
    • 
    • KJohnson
    • September 4, 2002

37. Terminated Defined Benefit Plan

    By nancy, August 28, 2002
    • 5 replies
    • 2.4k views
    • 
    • MGB
    • August 30, 2002

38. Asset with zero value

    By Guest Sheryl L, August 28, 2002
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • August 29, 2002

39. Missing document

    By Dougsbpc, August 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 19, 2002

40. Partial Termination

    By jkharvey, August 11, 2002
    • 3 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • August 14, 2002

41. plan termination dates

    By Guest terid, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 13, 2002

42. Insufficient termination -- how to make sufficient

    By richard, November 27, 2000
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • August 9, 2002

43. Money Purchase Plan Merger

    By Guest pjrieck, July 31, 2002
    • 7 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2002

44. Form 5310

    By jpod, July 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • smm
    • July 30, 2002

45. Partial Plan termination when all but owner is left

    By Guest EPS, July 2, 2002
    • 5 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • July 4, 2002

46. Terminating an ESOP (de minimis amounts)

    By Guest Maxwell, July 1, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 1, 2002

47. QRP Conversion

    By Guest Mona, June 28, 2002
    • 1 reply
    • 1.8k views
    • 
    • jpod
    • June 28, 2002

48. Terminating a Profit Sharing Plan

    By Guest LWilson, June 25, 2002
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • June 25, 2002

49. Forfeitures in a Terminated MP Plan

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

50. Corporation closed but Plan not terminated

    By Fred Payne, June 12, 2002
    • 7 replies
    • 2.5k views
    • 
    • chris
    • June 17, 2002