Plan Terminations

1,005 topics in this forum

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

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

2. Spin off and Plan Termination

   By PS, February 17
   • 2 replies
   • 495 views
   • 
   • PS
   • February 20

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

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

4. Plan Term - 401(k) Contributions Continue

   By Lou S., February 2
   • 7 replies
   • 484 views
   • 
   • Lou S.
   • February 3

5. Plan merger actually...

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

6. Recent IRS response time on Form 5310s?

   By kmhaab, January 11
   • 3 replies
   • 514 views
   • 
   • RayRay
   • January 24

7. Testing

   By PS, January 24
   • 10 replies
   • 435 views
   • 
   • PS
   • January 24

8. File Form 5310 Prior to Termination Date

   By KED, January 24
   • 0 replies
   • 129 views
   • 
   • KED
   • January 24

9. term date and compensation

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

10. Terminated Participants Prior to Plan Termination

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

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

    By Dalai Pookah, December 2, 2022
    • 0 replies
    • 199 views
    • 
    • Dalai Pookah
    • December 2, 2022

12. Forfeited checks

    By PS, November 15, 2022
    • 6 replies
    • 607 views
    • 
    • PS
    • November 16, 2022

13. Non-Prototype Accounts

    By PS, November 15, 2022
    • 2 replies
    • 345 views
    • 
    • PS
    • November 15, 2022

14. Safe harbor notice

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

15. Employee notice requirement for profit sharing plan

    By Renee H, August 10, 2022
    • 3 replies
    • 349 views
    • 
    • Belgarath
    • November 8, 2022

16. Form 6088 for Collectively Bargained Plans

    By Kent Allard, November 4, 2022
    • 1 reply
    • 183 views
    • 
    • CuseFan
    • November 4, 2022

17. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H, October 4, 2022
    • 9 replies
    • 738 views
    • 
    • Jakyasar
    • October 25, 2022

18. Short plan year payroll year

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

19. PEP Plan Termination

    By mlp0816, September 29, 2022
    • 1 reply
    • 342 views
    • 
    • Luke Bailey
    • October 4, 2022

20. Asset Sale

    By PS, September 16, 2022
    • 8 replies
    • 392 views
    • 
    • Luke Bailey
    • September 20, 2022

21. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 432 views
    • 
    • A Shot in the Dark
    • September 15, 2022

22. Pooled employer plan

    By PS, August 29, 2022
    • 3 replies
    • 470 views
    • 
    • Luke Bailey
    • August 31, 2022

23. PBGC Plan Term filing after annuities purchased

    By pixiebear, August 25, 2022
    • 2 replies
    • 158 views
    • 
    • ConnieStorer
    • August 27, 2022

24. Term date

    By PS, August 26, 2022
    • 0 replies
    • 151 views
    • 
    • PS
    • August 26, 2022

25. Orphan Plan - How to appoint a new trustee

    By Trisports, August 17, 2022
    • 10 replies
    • 544 views
    • 
    • Albert F
    • August 23, 2022