Plan Terminations

1,070 topics in this forum

1. Distributing assets prior to Determination Letter

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

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

   By Guest HFOSTER, November 13, 2002
   • 3 replies
   • 2.2k views
   • 
   • david rigby
   • November 13, 2002

3. Plan Rollover vs. Plan Termination

   By Luis Miguel, November 12, 2002
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • November 12, 2002

4. Simple-IRA Termination Requirements?

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

5. Plan Termination

   By Guest Sunny, November 8, 2002
   • 10 replies
   • 6.8k views
   • 
   • KJohnson
   • April 18, 2003

6. Freeze of MPPP Cause Full Vesting??

   By chris, November 7, 2002
   • 0 replies
   • 1k views
   • 
   • chris
   • November 7, 2002

7. Naughty Client!

   By Guest LKHartnett, November 1, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 1, 2002

8. 401(k) Plan Termination

   By Guest Jane Freeman, October 23, 2002
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • October 28, 2002

9. Adoption of EGTRRA Compensation Limit To Increase Benefits

   By Guest merlin, October 18, 2002
   • 0 replies
   • 1k views
   • 
   • Guest
   • October 18, 2002

10. Employer notifies participants that contributions to calendar year MPP

    By Moe Howard, October 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 18, 2002

11. Terminated Plan-TRA86 Document Compliance

    By Guest merlin, October 17, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 17, 2002

12. Terminating a SIMPLE plan

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

13. Terminating retirement plan with forfeitures and no eligible participa

    By Guest Christie Banks, October 1, 2002
    • 8 replies
    • 2.4k views
    • 
    • E as in ERISA
    • October 3, 2002

14. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Below Ground
    • July 23, 2018

15. Final 5500-EZ for MP after merger?

    By Guest RONNIE WASEL, September 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • September 23, 2002

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

    By Guest lgjs, September 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • September 18, 2002

17. Forfeitures and deferred sales charges

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

18. updating and restating terminated plans

    By Guest srr, September 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • September 12, 2002

19. Updating plans prior to termination.

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

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

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

21. Partial Termination

    By david rigby, September 4, 2002
    • 12 replies
    • 4.7k views
    • 
    • david rigby
    • August 25, 2011

22. Asset with zero value

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

23. Terminated Defined Benefit Plan

    By nancy, August 28, 2002
    • 5 replies
    • 2.2k views
    • 
    • MGB
    • August 30, 2002

24. Terminated Plan - Participants Refuse to Take Distribution

    By BTH, August 21, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 5, 2002

25. Missing document

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

26. plan termination dates

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

27. Partial Termination

    By jkharvey, August 11, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 14, 2002

28. Money Purchase Plan Merger

    By Guest pjrieck, July 31, 2002
    • 7 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2002

29. Form 5310

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

30. Partial Plan termination when all but owner is left

    By Guest EPS, July 2, 2002
    • 5 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • July 4, 2002

31. Terminating an ESOP (de minimis amounts)

    By Guest Maxwell, July 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2002

32. QRP Conversion

    By Guest Mona, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • June 28, 2002

33. Terminating a Profit Sharing Plan

    By Guest LWilson, June 25, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2002

34. Forfeitures in a Terminated MP Plan

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

35. Corporation closed but Plan not terminated

    By Fred Payne, June 12, 2002
    • 7 replies
    • 2.4k views
    • 
    • chris
    • June 17, 2002

36. Plan termination when plan sponsor in bankruptcy

    By Belgarath, June 4, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2002

37. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • May 31, 2002

38. Minimum Top Heavy Contribution Requirement on a Terminated Plan

    By Guest pmayfie, May 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • May 31, 2002

39. Partial Plan Termination--Follow Up Questions

    By Guest NPWA, May 23, 2002
    • 2 replies
    • 1.7k views
    • 
    • MGB
    • May 23, 2002

40. Form 5310?

    By BTH, May 22, 2002
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • May 28, 2002

41. Partial Plan Termination--Who Do You Vest?

    By Guest NPWA, May 22, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 22, 2002

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

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

43. DB Plan Termination and PBGC

    By Guest nikomendy, April 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 23, 2002

44. no response to distribution froms for a terminating money purchase pla

    By Guest Elizabeth Gaskins, April 15, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • April 17, 2002

45. ineligible participant -assets already distributed

    By Guest meggie, April 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 10, 2002

46. Excise tax on reversion where overfunding due to anticipated demutuali

    By Guest Paul C. Morrison, April 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 3, 2002

47. Termination going on.. and on...and on

    By Guest ck1, March 27, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2002

48. 5500 deadline for Terminated Plan

    By Guest crystalg, March 18, 2002
    • 3 replies
    • 4.6k views
    • 
    • Mike Preston
    • March 31, 2015

49. Employees refuse Employer's Profit Sharing Contribution!

    By Guest Sara H, March 14, 2002
    • 9 replies
    • 5.1k views
    • 
    • mbozek
    • March 19, 2002

50. Validity of old QJSA forms post-termination

    By Guest jam10, March 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 14, 2002