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Plan Terminations

1,077 topics in this forum

  1. notifying PBGC

    By erisageek1978,
    • 3 replies
    • 1.3k views

  2. Minimum required distribution

    By PS,
    • 5 replies
    • 1.1k views

  3. cross tax correction

    By PS,
    • 10 replies
    • 1.8k views

  4. Terminating plan with unresponsive beneficiary

    By PS,
    • 0 replies
    • 668 views
    • PS
    • PS

  5. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.7k views

  6. OFAC

    By PS,
    • 4 replies
    • 1k views

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

    By ConnieStorer,
    • 4 replies
    • 1.7k views

  8. RMD

    By PS,
    • 1 reply
    • 817 views

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

    By mariemonroe,
    • 1 reply
    • 726 views

  10. Loan offset

    By PS,
    • 4 replies
    • 953 views

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

    By Rick Soth,
    • 0 replies
    • 918 views

  12. Deceased participant

    By PS,
    • 0 replies
    • 482 views
    • PS
    • PS

  13. ADP test failure

    By PS,
    • 4 replies
    • 908 views
    • PS
    • PS

  14. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 674 views

  15. Successor Plan Rule: 401(k)

    By Idioteque9004,   
    • 6 replies
    • 3.5k views

  16. 1099s

    By PS,
    • 7 replies
    • 1.3k views

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

    By ERISA guy,
    • 1 reply
    • 691 views

  18. Plan termination, and Summary of Material Modifications

    By Belgarath,
    • 2 replies
    • 1.6k views

  19. Plan Termination

    By PS,
    • 5 replies
    • 1.5k views

  20. Plan Permanency Rule

    By Idioteque9004,   
    • 18 replies
    • 5.5k views

  21. Employee contribution

    By PS,
    • 4 replies
    • 667 views

  22. Abandoned Plan

    By PS,
    • 5 replies
    • 1.7k views

  23. Final 5500

    By PS,
    • 2 replies
    • 1.7k views

  24. Plan Termination notice

    By PS,
    • 9 replies
    • 1.9k views
    • PS
    • PS

  25. Terminating Phantom Stock Plan

    By TaxLawyer1978,
    • 9 replies
    • 5.5k views

  26. Personal contribution.

    By PS,
    • 10 replies
    • 1.3k views
    • PS
    • PS

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

    By SCooper,   
    • 0 replies
    • 676 views

  28. 401k termination, start SIMPLE

    By LMK TPA,
    • 5 replies
    • 2.4k views

  29. Safe Harbor 401k Plan Termination

    By mming,
    • 4 replies
    • 6.2k views

  30. Prior plan contributions made to PEP

    By Keith Lowery,
    • 5 replies
    • 1.3k views

  31. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.5k views

  32. Retroactive Plan Termination

    By Below Ground,
    • 11 replies
    • 3.4k views

  33. Do we have a distributable event?

    By Santo Gold,
    • 3 replies
    • 1k views

  34. Form 2678

    By PS,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

  35. Dental practice sold - final employer contributions

    By pmacduff,
    • 4 replies
    • 1k views

  36. Fund Terminated DB after benefits paid

    By Dougsbpc,
    • 4 replies
    • 1.1k views
    • Bird
    • Bird

  37. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 995 views

  38. Cycle 3 restatement

    By PS,
    • 2 replies
    • 669 views
    • PS
    • PS

  39. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 948 views

  40. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 930 views

  41. IRS Requires 60-day Notice for Terminations?

    By WantsToLearn,   
    • 4 replies
    • 1.6k views

  42. profit sharing plan termination with leftover funds

    By thepensionmaven,
    • 9 replies
    • 1.6k views

  43. MVA during a 401k termination

    By smallbusinessquestion,
    • 8 replies
    • 5.2k views

  44. Hedging....

    By Bri,
    • 1 reply
    • 705 views

  45. Is the Plan Terminated?

    By Basically,
    • 13 replies
    • 1.5k views

  46. Secure Act amendment for terminating CB plan

    By D.J. Simonetti,
    • 7 replies
    • 1.3k views

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

    By Guest APensionGuy,
    • 6 replies
    • 5.9k views

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

    By 30Rock,
    • 3 replies
    • 910 views

  49. Spin off and Plan Termination

    By PS,
    • 2 replies
    • 1.2k views
    • PS
    • PS

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

    By RayRay,
    • 3 replies
    • 864 views
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