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Plan Terminations

1,069 topics in this forum

  1. Effect of plan termination or a partial termination on a 242(b) election

    By mariemonroe,
    • 1 reply
    • 609 views

  2. Loan offset

    By PS,
    • 4 replies
    • 766 views

  3. Thoughts on why an Fidelity and now Schwab would terminate a Simple IRA plan for an S-Corp

    By Rick Soth,
    • 0 replies
    • 709 views

  4. Deceased participant

    By PS,
    • 0 replies
    • 387 views
    • PS
    • PS

  5. ADP test failure

    By PS,
    • 4 replies
    • 763 views
    • PS
    • PS

  6. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 565 views

  7. Successor Plan Rule: 401(k)

    By Idioteque9004,   
    • 6 replies
    • 2.3k views

  8. 1099s

    By PS,
    • 7 replies
    • 989 views

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

    By ERISA guy,
    • 1 reply
    • 544 views

  10. Plan termination, and Summary of Material Modifications

    By Belgarath,
    • 2 replies
    • 1.2k views

  11. Plan Termination

    By PS,
    • 5 replies
    • 1.3k views

  12. Plan Permanency Rule

    By Idioteque9004,   
    • 18 replies
    • 3.9k views

  13. Employee contribution

    By PS,
    • 4 replies
    • 528 views

  14. Abandoned Plan

    By PS,
    • 5 replies
    • 1.3k views

  15. Final 5500

    By PS,
    • 2 replies
    • 1.4k views

  16. Plan Termination notice

    By PS,
    • 9 replies
    • 1.6k views
    • PS
    • PS

  17. Terminating Phantom Stock Plan

    By TaxLawyer1978,
    • 9 replies
    • 4.8k views

  18. Personal contribution.

    By PS,
    • 10 replies
    • 994 views
    • PS
    • PS

  19. Combo DB DC Testing in year of DB Plan Termination

    By SCooper,   
    • 0 replies
    • 557 views

  20. 401k termination, start SIMPLE

    By LMK TPA,
    • 5 replies
    • 1.9k views

  21. Safe Harbor 401k Plan Termination

    By mming,
    • 4 replies
    • 5.4k views

  22. Prior plan contributions made to PEP

    By Keith Lowery,
    • 5 replies
    • 1k views

  23. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.3k views

  24. Retroactive Plan Termination

    By Below Ground,
    • 11 replies
    • 2.6k views

  25. Do we have a distributable event?

    By Santo Gold,
    • 3 replies
    • 910 views

  26. Form 2678

    By PS,
    • 3 replies
    • 858 views
    • Bri
    • Bri

  27. Dental practice sold - final employer contributions

    By pmacduff,
    • 4 replies
    • 894 views

  28. Fund Terminated DB after benefits paid

    By Dougsbpc,
    • 4 replies
    • 928 views
    • Bird
    • Bird

  29. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 831 views

  30. Cycle 3 restatement

    By PS,
    • 2 replies
    • 584 views
    • PS
    • PS

  31. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 837 views

  32. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 781 views

  33. IRS Requires 60-day Notice for Terminations?

    By WantsToLearn,   
    • 4 replies
    • 1.2k views

  34. profit sharing plan termination with leftover funds

    By thepensionmaven,
    • 9 replies
    • 1.2k views

  35. MVA during a 401k termination

    By smallbusinessquestion,
    • 8 replies
    • 4.3k views

  36. Hedging....

    By Bri,
    • 1 reply
    • 622 views

  37. Is the Plan Terminated?

    By Basically,
    • 13 replies
    • 1.2k views

  38. Secure Act amendment for terminating CB plan

    By D.J. Simonetti,
    • 7 replies
    • 1.1k views

  39. Can you revoke termination of a 401(k) plan?

    By Guest APensionGuy,
    • 6 replies
    • 5.6k views

  40. plan termination and small accounts with non-vested amounts

    By 30Rock,
    • 3 replies
    • 720 views

  41. Spin off and Plan Termination

    By PS,
    • 2 replies
    • 1k views
    • PS
    • PS

  42. Plan that never really starts...need for termination?

    By RayRay,
    • 3 replies
    • 729 views

  43. Plan Term - 401(k) Contributions Continue

    By Lou S.,
    • 7 replies
    • 1.1k views

  44. Plan merger actually...

    By Santo Gold,
    • 3 replies
    • 712 views

  45. Recent IRS response time on Form 5310s?

    By kmhaab,
    • 3 replies
    • 1.2k views

  46. Testing

    By PS,
    • 10 replies
    • 1.1k views
    • PS
    • PS

  47. File Form 5310 Prior to Termination Date

    By KED,
    • 0 replies
    • 411 views
    • KED
    • KED

  48. term date and compensation

    By M Norton,
    • 7 replies
    • 970 views

  49. Terminated Participants Prior to Plan Termination

    By Coleboy1,
    • 3 replies
    • 911 views

  50. Purchase or distribution of annuity to annuitant/participant in Plan Termination

    By Dalai Pookah,
    • 0 replies
    • 525 views
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