Plan Terminations

1,069 topics in this forum

1. Special Tax notice - Terminating plan

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

2. Spin off and Plan Termination

   By PS, February 17, 2023
   • 2 replies
   • 1k views
   • 
   • PS
   • February 20, 2023

3. Spin-off of Muliple-Employer DB

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

4. Split of a PS plan into components

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

5. Split-Dollar Life Insurance

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

6. Sponsor asks: Downside to abandoning a plan?

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

7. Spouse Refuses to Consent

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

8. Springing Safe Harbor

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

9. Stable Value Fund

   By PS, June 21, 2022
   • 5 replies
   • 1.7k views
   • 
   • Pam Shoup
   • June 22, 2022

10. 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
    • 3.7k views
    • 
    • Mike Preston
    • September 22, 2016

11. Standard PBGC Termination - Timing of Amendment/Resolution

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

12. standard termination of pension plan

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

13. 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

14. Stock acquisition/Controlled group

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

15. Stock sale - contribution

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

16. 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

17. Store closing & Partial Plan Termination

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

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

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

19. Successor Plan

    By PS, January 21, 2022
    • 8 replies
    • 1.4k views
    • 
    • PS
    • January 25, 2022

20. Successor plan

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

21. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.6k views
    • 
    • ERISA-Bubs
    • September 27, 2019

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

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

23. Successor Plan Rule: 401(k)

    By Idioteque9004, February 13, 2024   

    • successor plan rule
    • plan termination
    • 6 replies
    • 2.3k views
    • 
    • G8Rs
    • February 13, 2024

24. Successor Plan Rules

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

25. Successor plan rules and one participant plans

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

26. Successor Plan????

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

27. Summary Annual Report

    By DTH, August 20, 2003
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • August 21, 2003

28. T-H Minimum Contribution Under Terminated DC Plan

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

29. target and money purchase termination

    By Santo Gold, July 11, 2005
    • 2 replies
    • 1.4k views
    • 
    • Santo Gold
    • July 12, 2005

30. Target Benefit Plan to Cross-Tested

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

31. 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

32. term and payout from deferred compensation plan

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

33. Term date

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

34. term date and compensation

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

35. Term of a Safe harbor plan

    By doombuggy, July 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • July 14, 2011

36. term plan, having trouble liquidating

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

37. Term'ing Plan

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

38. Termiantion of DC and Surrender Charges

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

39. terminate 401k s/h

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

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

    By AlbanyConsultant, May 29, 2024
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • May 30, 2024

41. Terminate Again

    By Dougsbpc, January 15
    • 3 replies
    • 912 views
    • 
    • truphao
    • January 16

42. Terminate and Start a SIMPLE?

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

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

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

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

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

45. Terminate Keogh PS and start SEP

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

46. Terminate plan and rollover to existing plan

    By John A, October 26, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 1, 1999

47. Terminate Solo 401k to consolidate into SEP IRA

    By jjfacejj, April 29, 2015
    • 5 replies
    • 3.5k views
    • 
    • Bird
    • May 4, 2015

48. Terminated 401(k) Plan With ADP Excess

    By Guest dms9999, December 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2008

49. Terminated Company/Open Plan

    By Guest ResearchGirl, February 28, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 1, 2006

50. Terminated DB Plan

    By Guest Sieve, November 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 30, 2008