Plan Terminations

1,071 topics in this forum

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

   By ConnieStorer, April 8, 2024
   • 4 replies
   • 1.5k views
   • 
   • ConnieStorer
   • April 9, 2024

2. RMD

   By PS, April 4, 2024
   • 1 reply
   • 679 views
   • 
   • CuseFan
   • April 5, 2024

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

   By mariemonroe, March 29, 2024
   • 1 reply
   • 629 views
   • 
   • Bird
   • March 29, 2024

4. Loan offset

   By PS, March 18, 2024
   • 4 replies
   • 786 views
   • 
   • Lou S.
   • March 19, 2024

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

   By Rick Soth, March 19, 2024
   • 0 replies
   • 741 views
   • 
   • Rick Soth
   • March 19, 2024

6. Deceased participant

   By PS, March 18, 2024
   • 0 replies
   • 411 views
   • 
   • PS
   • March 18, 2024

7. ADP test failure

   By PS, March 4, 2024
   • 4 replies
   • 779 views
   • 
   • PS
   • March 4, 2024

8. DOL Interpretive Bulletin 95-1

   By david rigby, February 23, 2024
   • 1 reply
   • 577 views
   • 
   • Peter Gulia
   • February 23, 2024

9. Successor Plan Rule: 401(k)

   By Idioteque9004, February 13, 2024   

   • successor plan rule
   • plan termination
   • 6 replies
   • 2.4k views
   • 
   • G8Rs
   • February 13, 2024

10. 1099s

    By PS, February 6, 2024
    • 7 replies
    • 1k views
    • 
    • Lou S.
    • February 7, 2024

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

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

12. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 2, 2024

13. Plan Termination

    By PS, January 11, 2024
    • 5 replies
    • 1.3k views
    • 
    • TheBoxMan
    • January 25, 2024

14. Plan Permanency Rule

    By Idioteque9004, January 9, 2024   

    • irs
    • plan termination
    • 18 replies
    • 4.3k views
    • 
    • Peter Gulia
    • January 23, 2024

15. Employee contribution

    By PS, January 19, 2024
    • 4 replies
    • 554 views
    • 
    • Bird
    • January 19, 2024

16. Abandoned Plan

    By PS, January 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • MoJo
    • January 5, 2024

17. Final 5500

    By PS, January 3, 2024
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • January 3, 2024

18. Plan Termination notice

    By PS, November 27, 2023
    • 9 replies
    • 1.6k views
    • 
    • PS
    • January 3, 2024

19. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5, 2018
    • 9 replies
    • 4.9k views
    • 
    • stuh
    • November 30, 2023

20. Personal contribution.

    By PS, November 20, 2023
    • 10 replies
    • 1k views
    • 
    • PS
    • November 27, 2023

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

    By SCooper, November 21, 2023   

    • plan termination
    • combo plans
    • (and 2 more)

      Tagged with:

      • plan termination
      • combo plans
      • nondiscimination testing
      • 404
    • 0 replies
    • 579 views
    • 
    • SCooper
    • November 21, 2023

22. 401k termination, start SIMPLE

    By LMK TPA, November 14, 2023
    • 5 replies
    • 2k views
    • 
    • LMK TPA
    • November 16, 2023

23. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.6k views
    • 
    • drakecohen
    • November 11, 2023

24. Prior plan contributions made to PEP

    By Keith Lowery, October 31, 2023
    • 5 replies
    • 1.1k views
    • 
    • Paul I
    • November 1, 2023

25. Deceased missing participants

    By pixiebear, October 18, 2023
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • October 19, 2023

26. Retroactive Plan Termination

    By Below Ground, October 6, 2023
    • 11 replies
    • 2.7k views
    • 
    • Below Ground
    • October 18, 2023

27. Do we have a distributable event?

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

28. Form 2678

    By PS, October 3, 2023
    • 3 replies
    • 872 views
    • 
    • Bri
    • October 3, 2023

29. Dental practice sold - final employer contributions

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

30. Fund Terminated DB after benefits paid

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

31. PBGC termination non-compliant floor-offset

    By Dalai Pookah, August 29, 2023   

    • offset
    • pbgc
    • 4 replies
    • 857 views
    • 
    • CuseFan
    • August 31, 2023

32. Cycle 3 restatement

    By PS, July 12, 2023
    • 2 replies
    • 602 views
    • 
    • PS
    • July 16, 2023

33. Terminating DC 401k Plan

    By PS, June 29, 2023
    • 3 replies
    • 855 views
    • 
    • Roycal
    • July 3, 2023

34. Post-DOPT Amendment question

    By TheBoxMan, June 27, 2023
    • 2 replies
    • 813 views
    • 
    • David Schultz
    • June 29, 2023

35. termination IRS Requires 60-day Notice for Terminations?

    By WantsToLearn, May 17, 2023   

    • profit sharing plan
    • required notices
    • (and 1 more)

      Tagged with:

      • profit sharing plan
      • required notices
      • irs
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • May 18, 2023

36. profit sharing plan termination with leftover funds

    By thepensionmaven, May 12, 2023
    • 9 replies
    • 1.3k views
    • 
    • Bird
    • May 17, 2023

37. MVA during a 401k termination

    By smallbusinessquestion, April 17, 2023
    • 8 replies
    • 4.4k views
    • 
    • Paul I
    • April 20, 2023

38. Hedging....

    By Bri, April 17, 2023
    • 1 reply
    • 639 views
    • 
    • Lou S.
    • April 18, 2023

39. Is the Plan Terminated?

    By Basically, April 14, 2023
    • 13 replies
    • 1.3k views
    • 
    • Ken Marblestone
    • April 17, 2023

40. Secure Act amendment for terminating CB plan

    By D.J. Simonetti, March 30, 2023
    • 7 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • March 31, 2023

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

    By Guest APensionGuy, July 13, 2007
    • 6 replies
    • 5.6k views
    • 
    • Belgarath
    • March 10, 2023

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

    By 30Rock, February 28, 2023
    • 3 replies
    • 748 views
    • 
    • TheBoxMan
    • March 2, 2023

43. Spin off and Plan Termination

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

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

    By RayRay, January 24, 2023
    • 3 replies
    • 755 views
    • 
    • BG5150
    • February 6, 2023

45. Plan Term - 401(k) Contributions Continue

    By Lou S., February 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • Lou S.
    • February 3, 2023

46. Plan merger actually...

    By Santo Gold, January 31, 2023
    • 3 replies
    • 722 views
    • 
    • Santo Gold
    • February 2, 2023

47. Recent IRS response time on Form 5310s?

    By kmhaab, January 11, 2023
    • 3 replies
    • 1.3k views
    • 
    • RayRay
    • January 24, 2023

48. Testing

    By PS, January 24, 2023
    • 10 replies
    • 1.1k views
    • 
    • PS
    • January 24, 2023

49. File Form 5310 Prior to Termination Date

    By KED, January 24, 2023
    • 0 replies
    • 430 views
    • 
    • KED
    • January 24, 2023

50. term date and compensation

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