Plan Terminations

1,074 topics in this forum

1. Social Security Integration

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

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

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

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

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

4. soon to be orphan plan

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

5. Special Tax notice - Terminating plan

   By PS, November 27, 2024
   • 1 reply
   • 814 views
   • 
   • EPCRSGuru
   • December 2, 2024

6. Spin off and Plan Termination

   By PS, February 17, 2023
   • 2 replies
   • 1.1k views
   • 
   • PS
   • February 20, 2023

7. Spin-off of Muliple-Employer DB

   By Guest wolfpack, June 8, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • June 16, 1999

8. Split of a PS plan into components

   By SRP, October 25, 2007
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • December 8, 2007

9. Split-Dollar Life Insurance

   By Guest Patricia22, December 11, 2007
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 11, 2007

10. Sponsor asks: Downside to abandoning a plan?

    By AlbanyConsultant, January 15, 2015
    • 5 replies
    • 2.1k views
    • 
    • AlbanyConsultant
    • January 16, 2015

11. Spouse Refuses to Consent

    By Guest LHart, November 14, 2011
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 15, 2011

12. Springing Safe Harbor

    By PS, July 6, 2022
    • 5 replies
    • 773 views
    • 
    • PS
    • July 8, 2022

13. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.8k views
    • 
    • Pam Shoup
    • June 22, 2022

14. Stale Uncashed Checks After Plan Termination - what to do with them?

    By waid10, September 16, 2016   

    • pension
    • stale checks
    • (and 1 more)

      Tagged with:

      • pension
      • stale checks
      • uncashed checks
    • 14 replies
    • 3.8k views
    • 
    • Mike Preston
    • September 22, 2016

15. Standard PBGC Termination - Timing of Amendment/Resolution

    By emmetttrudy, October 27, 2014
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • November 26, 2014

16. standard termination of pension plan

    By Guest michael4509, July 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 14, 2001

17. Statement of Net Assets on Form 5310

    By lalaland, August 7, 2014
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 7, 2014

18. Stock acquisition/Controlled group

    By PS, March 16, 2022
    • 3 replies
    • 742 views
    • 
    • PS
    • March 18, 2022

19. Stock sale - contribution

    By PS, March 31, 2022
    • 3 replies
    • 611 views
    • 
    • Luke Bailey
    • April 20, 2022

20. Stock sale - plan issues not addressed in purchase and sale agreement, etc., of course...

    By Belgarath, July 30, 2024
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • July 30, 2024

21. Stock Sale - Plan Termination

    By PS, December 1, 2025
    • 2 replies
    • 452 views
    • 
    • justanotheradmin
    • December 1, 2025

22. Store closing & Partial Plan Termination

    By Dazednconfused, June 23, 2010
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2010

23. Submitting a terminated plan to the IRS (Form 5310)

    By John Feldt ERPA CPC QPA, June 5, 2012
    • 5 replies
    • 5.1k views
    • 
    • Mike Preston
    • June 14, 2012

24. Successor Plan

    By PS, January 21, 2022
    • 8 replies
    • 1.5k views
    • 
    • PS
    • January 25, 2022

25. Successor plan

    By PS, January 27, 2022
    • 1 reply
    • 727 views
    • 
    • CuseFan
    • January 27, 2022

26. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.7k views
    • 
    • ERISA-Bubs
    • September 27, 2019

27. Successor Plan Rule for Church 403(b) Plan

    By ERISA guy, February 2, 2024
    • 1 reply
    • 606 views
    • 
    • Patricia Neal Jensen
    • February 5, 2024

28. Successor Plan Rule: 401(k)

    By Idioteque9004, February 13, 2024   

    • successor plan rule
    • plan termination
    • 6 replies
    • 2.6k views
    • 
    • G8Rs
    • February 13, 2024

29. Successor Plan Rules

    By Below Ground, March 9, 2007
    • 3 replies
    • 5.1k views
    • 
    • Locust
    • March 12, 2007

30. Successor plan rules and one participant plans

    By TMcfall, June 16, 2021
    • 4 replies
    • 923 views
    • 
    • Luke Bailey
    • June 19, 2021

31. Successor Plan????

    By Guest ksumner, October 18, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 18, 1999

32. Summary Annual Report

    By DTH, August 20, 2003
    • 3 replies
    • 2k views
    • 
    • MGB
    • August 21, 2003

33. T-H Minimum Contribution Under Terminated DC Plan

    By davef, December 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • davef
    • December 17, 1999

34. target and money purchase termination

    By Santo Gold, July 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • Santo Gold
    • July 12, 2005

35. Target Benefit Plan to Cross-Tested

    By Guest KimAnn, December 14, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 14, 2001

36. Tax Refunds to Plan after termination and full distribution of assets

    By Guest Paul Jalazo, December 29, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 2, 2001

37. term and payout from deferred compensation plan

    By Guest erisaman, June 24, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • June 24, 2003

38. Term date

    By PS, August 26, 2022
    • 0 replies
    • 414 views
    • 
    • PS
    • August 26, 2022

39. term date and compensation

    By M Norton, December 9, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • December 20, 2022

40. Term of a Safe harbor plan

    By doombuggy, July 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 14, 2011

41. term plan, having trouble liquidating

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2001

42. Term'ing Plan

    By Guest North Meets South, August 10, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 14, 2009

43. Termiantion of DC and Surrender Charges

    By Guest SMazliah, September 6, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 6, 2001

44. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 11, 2012

45. terminate 401k/SH... start SIMPLE IRA in the same calendar year?

    By AlbanyConsultant, May 29, 2024
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • May 30, 2024

46. Terminate Again

    By Dougsbpc, January 15, 2025
    • 3 replies
    • 1k views
    • 
    • truphao
    • January 16, 2025

47. Terminate and Start a SIMPLE?

    By pcbenefits007, January 16, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • January 16, 2014

48. Terminate current plan and then start a new one?

    By doombuggy, September 30, 2009
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • November 1, 2009

49. Terminate DC plan prior to Cycle 3 restatement deadline?

    By David Peckham, June 23, 2022
    • 1 reply
    • 590 views
    • 
    • CuseFan
    • June 24, 2022

50. Terminate Keogh PS and start SEP

    By Guest kprhok, July 22, 2009
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 22, 2009