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Plan Terminations

1,074 topics in this forum

  1. Terminating plan with unresponsive beneficiary

    By PS,
    • 0 replies
    • 598 views
    • PS
    • PS

  2. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.4k views

  3. OFAC

    By PS,
    • 4 replies
    • 919 views

  4. Excess assets in DB Plan Termination with no Plan Sponsor

    By ConnieStorer,
    • 4 replies
    • 1.5k views

  5. RMD

    By PS,
    • 1 reply
    • 691 views

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

    By mariemonroe,
    • 1 reply
    • 639 views

  7. Loan offset

    By PS,
    • 4 replies
    • 804 views

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

    By Rick Soth,
    • 0 replies
    • 758 views

  9. Deceased participant

    By PS,
    • 0 replies
    • 417 views
    • PS
    • PS

  10. ADP test failure

    By PS,
    • 4 replies
    • 783 views
    • PS
    • PS

  11. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 585 views

  12. Successor Plan Rule: 401(k)

    By Idioteque9004,   
    • 6 replies
    • 2.5k views

  13. 1099s

    By PS,
    • 7 replies
    • 1k views

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

    By ERISA guy,
    • 1 reply
    • 599 views

  15. Plan termination, and Summary of Material Modifications

    By Belgarath,
    • 2 replies
    • 1.3k views

  16. Plan Termination

    By PS,
    • 5 replies
    • 1.3k views

  17. Plan Permanency Rule

    By Idioteque9004,   
    • 18 replies
    • 4.5k views

  18. Employee contribution

    By PS,
    • 4 replies
    • 569 views

  19. Abandoned Plan

    By PS,
    • 5 replies
    • 1.4k views

  20. Final 5500

    By PS,
    • 2 replies
    • 1.4k views

  21. Plan Termination notice

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

  22. Terminating Phantom Stock Plan

    By TaxLawyer1978,
    • 9 replies
    • 4.9k views

  23. Personal contribution.

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

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

    By SCooper,   
    • 0 replies
    • 585 views

  25. 401k termination, start SIMPLE

    By LMK TPA,
    • 5 replies
    • 2k views

  26. Safe Harbor 401k Plan Termination

    By mming,
    • 4 replies
    • 5.7k views

  27. Prior plan contributions made to PEP

    By Keith Lowery,
    • 5 replies
    • 1.1k views

  28. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.4k views

  29. Retroactive Plan Termination

    By Below Ground,
    • 11 replies
    • 2.8k views

  30. Do we have a distributable event?

    By Santo Gold,
    • 3 replies
    • 938 views

  31. Form 2678

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

  32. Dental practice sold - final employer contributions

    By pmacduff,
    • 4 replies
    • 912 views

  33. Fund Terminated DB after benefits paid

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

  34. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 873 views

  35. Cycle 3 restatement

    By PS,
    • 2 replies
    • 606 views
    • PS
    • PS

  36. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 866 views

  37. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 821 views

  38. IRS Requires 60-day Notice for Terminations?

    By WantsToLearn,   
    • 4 replies
    • 1.3k views

  39. profit sharing plan termination with leftover funds

    By thepensionmaven,
    • 9 replies
    • 1.3k views

  40. MVA during a 401k termination

    By smallbusinessquestion,
    • 8 replies
    • 4.5k views

  41. Hedging....

    By Bri,
    • 1 reply
    • 642 views

  42. Is the Plan Terminated?

    By Basically,
    • 13 replies
    • 1.3k views

  43. Secure Act amendment for terminating CB plan

    By D.J. Simonetti,
    • 7 replies
    • 1.2k views

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

    By Guest APensionGuy,
    • 6 replies
    • 5.7k views

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

    By 30Rock,
    • 3 replies
    • 769 views

  46. Spin off and Plan Termination

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

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

    By RayRay,
    • 3 replies
    • 772 views

  48. Plan Term - 401(k) Contributions Continue

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

  49. Plan merger actually...

    By Santo Gold,
    • 3 replies
    • 730 views

  50. Recent IRS response time on Form 5310s?

    By kmhaab,
    • 3 replies
    • 1.3k views
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