Plan Terminations

1,069 topics in this forum

1. 403(b) termination - restated document?

   By Belgarath, July 14, 2017
   • 4 replies
   • 993 views
   • 
   • Belgarath
   • July 18, 2017

2. Terminating a SIMPLE plan

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

3. 5500 and participant accounts

   By 30Rock, December 27, 2010
   • 0 replies
   • 990 views
   • 
   • 30Rock
   • December 27, 2010

4. 1099s

   By PS, February 6, 2024
   • 7 replies
   • 989 views
   • 
   • Lou S.
   • February 7, 2024

5. 5310 Question 15a(6)

   By stormoj1, December 18, 2013
   • 0 replies
   • 988 views
   • 
   • stormoj1
   • December 18, 2013

6. dumb question RE unlocated participant

   By thepensionmaven, September 10, 2018
   • 4 replies
   • 979 views
   • 
   • Larry Starr
   • September 12, 2018

7. Short plan year payroll year

   By PS, September 26, 2022
   • 4 replies
   • 978 views
   • 
   • Lou S.
   • October 10, 2022

8. Form 5310 for DB Termination When Aggregated for testing

   By rodin111, April 28, 2016   

   • Plan Termination
   • Form 5310
   • 0 replies
   • 977 views
   • 
   • rodin111
   • April 28, 2016

9. term date and compensation

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

10. PBGC form 501 - how to reflect excess assets

    By Jakyasar, October 19, 2021
    • 2 replies
    • 971 views
    • 
    • Jakyasar
    • October 19, 2021

11. Owner Waiver

    By Cloudy, February 1, 2016
    • 1 reply
    • 970 views
    • 
    • david rigby
    • February 1, 2016

12. Terminated PBGC covered cash balance plan unresponsive participant

    By cathyw, September 10, 2020
    • 1 reply
    • 967 views
    • 
    • CuseFan
    • September 10, 2020

13. Question of Post-Distribution Certification

    By Pension RC, October 23, 2015
    • 1 reply
    • 963 views
    • 
    • My 2 cents
    • October 23, 2015

14. PS plan - company being sold

    By thepensionmaven, February 9, 2018
    • 4 replies
    • 960 views
    • 
    • EBECatty
    • February 13, 2018

15. welfare plan lost tax exempt status

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

16. Money Purchase Plan

    By PS, October 12, 2021
    • 10 replies
    • 955 views
    • 
    • PS
    • October 14, 2021

17. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 952 views
    • 
    • Larry Starr
    • June 4, 2020

18. Distribution During Plan Termination

    By Pension RC, June 1, 2016
    • 1 reply
    • 952 views
    • 
    • My 2 cents
    • June 1, 2016

19. 5300 needed for on-cycle termination?

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

20. Amendment

    By PS, August 20, 2021
    • 4 replies
    • 949 views
    • 
    • PS
    • August 23, 2021

21. Safe harbor notice

    By PS, October 4, 2022
    • 6 replies
    • 945 views
    • 
    • PS
    • November 15, 2022

22. Information on terminating 401K?

    By Guest RONNIE WASEL, March 25, 2003
    • 0 replies
    • 942 views
    • 
    • Guest
    • March 25, 2003

23. Plan Audits on termination

    By erisageek1978, August 28, 2024
    • 1 reply
    • 941 views
    • 
    • Peter Gulia
    • August 28, 2024

24. File 5310 in advance of termination date?

    By cathyw, February 8, 2017
    • 3 replies
    • 939 views
    • 
    • Mike Preston
    • February 13, 2017

25. Terminated Plan wants to Self Correct Omission of Eligible Participant

    By 401kQ's, June 10, 2015
    • 0 replies
    • 939 views
    • 
    • 401kQ's
    • June 10, 2015

26. UNITED STATES v. WINDSOR

    By PS, September 1, 2021
    • 3 replies
    • 931 views
    • 
    • PS
    • September 2, 2021

27. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 929 views
    • 
    • Belgarath
    • December 27, 2011

28. 403 B Plan termination

    By PS, March 4, 2021
    • 2 replies
    • 929 views
    • 
    • PS
    • March 17, 2021

29. Fund Terminated DB after benefits paid

    By Dougsbpc, September 11, 2023
    • 4 replies
    • 929 views
    • 
    • Bird
    • September 11, 2023

30. Re-allocation

    By PS, July 28, 2022
    • 5 replies
    • 924 views
    • 
    • Lou S.
    • August 1, 2022

31. Partial Plan Termination

    By Pammie57, November 15, 2021
    • 3 replies
    • 924 views
    • 
    • Luke Bailey
    • November 16, 2021

32. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 923 views
    • 
    • John314
    • August 21, 2019

33. Good Faith Amendment

    By PS, November 1, 2024
    • 3 replies
    • 922 views
    • 
    • Bill Presson
    • November 1, 2024

34. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 921 views
    • 
    • Belgarath
    • July 30, 2019

35. Terminated Participants Prior to Plan Termination

    By Coleboy1, December 13, 2022
    • 3 replies
    • 914 views
    • 
    • Roycal
    • December 15, 2022

36. SIMPLE

    By PS, July 13, 2022
    • 8 replies
    • 913 views
    • 
    • Bill Presson
    • July 18, 2022

37. Appoint Plan Admin committee members after plan termination?

    By kmhaab, September 20, 2019
    • 7 replies
    • 912 views
    • 
    • Larry Starr
    • September 23, 2019

38. Terminate Again

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

39. Do we have a distributable event?

    By Santo Gold, October 10, 2023
    • 3 replies
    • 910 views
    • 
    • Santo Gold
    • October 17, 2023

40. Missing participant with fake Social Security Number

    By pixiebear, October 23
    • 12 replies
    • 908 views
    • 
    • FormsRstillmylife
    • October 27

41. Help! information needed on survivor benefit

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

42. How long to wait for non-responders?

    By AlbanyConsultant, March 26, 2010
    • 0 replies
    • 902 views
    • 
    • AlbanyConsultant
    • March 26, 2010

43. Terminating DB with Insufficient Assets

    By Dougsbpc, November 9, 2015
    • 1 reply
    • 898 views
    • 
    • david rigby
    • February 1, 2016

44. HCE takes benefit first

    By Dougsbpc, July 20, 2015
    • 1 reply
    • 898 views
    • 
    • Bird
    • July 21, 2015

45. 401(k) Plan abandoned and missing contributions

    By Jennifer D., April 2
    • 2 replies
    • 895 views
    • 
    • Peter Gulia
    • April 2

46. Dental practice sold - final employer contributions

    By pmacduff, September 26, 2023
    • 4 replies
    • 895 views
    • 
    • pmacduff
    • September 28, 2023

47. Safe Harbor Plan Termination

    By AmyETPA, July 26, 2021
    • 2 replies
    • 888 views
    • 
    • AmyETPA
    • July 30, 2021

48. Minimum required distribution

    By PS, April 16, 2024
    • 5 replies
    • 879 views
    • 
    • david rigby
    • May 15, 2024

49. Terminating Safe Habor Non-elective

    By PFranckowiak, August 25, 2011
    • 0 replies
    • 875 views
    • 
    • PFranckowiak
    • August 25, 2011

50. Successor plan rules and one participant plans

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