Plan Terminations

1,069 topics in this forum

1. terminating an orphan plan

   By Gudgergirl, December 30, 2013
   • 10 replies
   • 2.5k views
   • 
   • Kevin C
   • January 14, 2014

2. CARES-ACT

   By PS, April 14, 2020
   • 10 replies
   • 1.3k views
   • 
   • PS
   • April 17, 2020

3. DB Terminated and assets distributed - somehow missed an account

   By waid10, December 18, 2017
   • 10 replies
   • 2.1k views
   • 
   • waid10
   • January 9, 2018

4. cross tax correction

   By PS, April 24, 2024
   • 10 replies
   • 1.2k views
   • 
   • justanotheradmin
   • April 25, 2024

5. different dates on 204h notice and amendment

   By dmb, January 23, 2009
   • 10 replies
   • 3.1k views
   • 
   • Guest
   • January 26, 2009

6. Asset Sale -Plan Termination

   By thepensionmaven, May 19, 2022
   • 10 replies
   • 1.7k views
   • 
   • Luke Bailey
   • May 22, 2022

7. Orphan Plan - How to appoint a new trustee

   By Trisports, August 17, 2022
   • 10 replies
   • 1.4k views
   • 
   • Albert F
   • August 23, 2022

8. Personal contribution.

   By PS, November 20, 2023
   • 10 replies
   • 994 views
   • 
   • PS
   • November 27, 2023

9. Plan Termination

   By Guest Sunny, November 8, 2002
   • 10 replies
   • 6.8k views
   • 
   • KJohnson
   • April 18, 2003

10. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • July 29, 2020

11. Terminating plan with unresponsive beneficiary

    By K2retire, August 24, 2017   

    • plan termination
    • deceased participant
    • (and 1 more)

      Tagged with:

      • plan termination
      • deceased participant
      • unresponsive beneficiary
    • 10 replies
    • 3.1k views
    • 
    • K2retire
    • August 28, 2017

12. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 5.2k views
    • 
    • Greg Walker
    • August 31, 2018

13. Rolling Over Excess Assets To A Qualified Replacement Plan

    By Lucky32, April 14, 2022
    • 9 replies
    • 1.5k views
    • 
    • Bri
    • May 20, 2022

14. Given the cost of filing a 5310, how many are still doing it?

    By katieinny, December 7, 2017   

    • how are you handling your terminations?
    • 9 replies
    • 3.9k views
    • 
    • Bird
    • December 11, 2017

15. PS Plan term. and return of forfeitures to ER

    By Guest hyper, January 23, 2004
    • 9 replies
    • 5.3k views
    • 
    • PLAN MAN
    • August 27, 2008

16. Form 5310

    By Guest ladycpa, December 10, 2002
    • 9 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • December 12, 2002

17. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H, October 4, 2022
    • 9 replies
    • 2.1k views
    • 
    • Jakyasar
    • October 25, 2022

18. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 1.4k views
    • 
    • Draper55
    • July 12, 2018

19. Vesting

    By PS, July 12, 2021
    • 9 replies
    • 3.1k views
    • 
    • PS
    • July 21, 2021

20. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2k views
    • 
    • Lou S.
    • December 3, 2019

21. DC plan termination

    By Guest cpamichael, June 9, 2003
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • June 13, 2003

22. Frozen 401k plan

    By cpc0506, June 7, 2017
    • 9 replies
    • 2.6k views
    • 
    • BG5150
    • June 8, 2017

23. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5, 2018
    • 9 replies
    • 4.8k views
    • 
    • stuh
    • November 30, 2023

24. Plan Conversion

    By Randy Watson, October 17, 2005
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • October 24, 2005

25. Terminated Plan are 1099's Required

    By DPSRich, January 25
    • 9 replies
    • 1.1k views
    • 
    • TheBoxMan
    • February 7

26. Employees refuse Employer's Profit Sharing Contribution!

    By Guest Sara H, March 14, 2002
    • 9 replies
    • 5.1k views
    • 
    • mbozek
    • March 19, 2002

27. mid year plan termination of SH plan

    By Guest EPS2, March 22, 2011
    • 9 replies
    • 13.4k views
    • 
    • K2retire
    • March 24, 2011

28. Notice of Intent to Terminate ever required for a DC plan termination?

    By John A, December 26, 2000
    • 9 replies
    • 6.2k views
    • 
    • KJohnson
    • January 8, 2001

29. profit sharing plan termination with leftover funds

    By thepensionmaven, May 12, 2023
    • 9 replies
    • 1.2k views
    • 
    • Bird
    • May 17, 2023

30. Plan Termination notice

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

31. Plan termination

    By Belgarath, November 8, 2011
    • 9 replies
    • 2.1k views
    • 
    • Belgarath
    • November 10, 2011

32. Missing Participant

    By Randy Watson, September 8, 2005
    • 8 replies
    • 3.4k views
    • 
    • stephen
    • September 13, 2005

33. Found Money after Termination

    By Briandfox, November 3, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 4, 2015

34. Plan Loans under a terminating plan.

    By katieinny, March 23, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • March 24, 2004

35. Notice of Intent to Terminate Not Given To Vested Terminees

    By Guest merlin, June 8, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • June 13, 2006

36. Asset Sale

    By PS, September 16, 2022
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 20, 2022

37. During transition from DC to 401K, can funds be deposited into money m

    By Guest michael4509, July 17, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 2001

38. SIMPLE

    By PS, July 13, 2022
    • 8 replies
    • 911 views
    • 
    • Bill Presson
    • July 18, 2022

39. Partial termination distributions and timing

    By Guest pjz1234, April 4, 2014   

    • partial plan termination
    • Form 5300
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • Form 5300
      • Form 5301
    • 8 replies
    • 4.5k views
    • 
    • Lou S.
    • April 4, 2014

40. When is Plan Terminated?

    By Archimage, November 19, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • November 20, 2003

41. DB Plan termination with insufficient assets and waiver of benefits

    By rodin111, May 2, 2016   

    • plan termination
    • waiver of benefit
    • 8 replies
    • 1.9k views
    • 
    • rodin111
    • May 3, 2016

42. Terminated Plan-Participant has Hardhsip

    By Dougsbpc, March 26, 2008
    • 8 replies
    • 3.8k views
    • 
    • Dougsbpc
    • March 28, 2008

43. Distribution restriction pending determination letter

    By Guest JM123, July 21, 2008
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • July 22, 2008

44. Plan Termination - Distribution to Trustee

    By Zoey, February 17, 2012
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • February 28, 2012

45. Abandoned 1 person/sole proprietor plan?

    By Guest Bearlee, February 29, 2008
    • 8 replies
    • 2.9k views
    • 
    • JanetM
    • March 3, 2008

46. Amend Plan to provide for transfer of assets to other e/er plan....

    By chris, November 3, 2003
    • 8 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2003

47. 1099-NEC form

    By PS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • PS
    • March 17, 2022

48. MVA during a 401k termination

    By smallbusinessquestion, April 17, 2023
    • 8 replies
    • 4.3k views
    • 
    • Paul I
    • April 20, 2023

49. Merging of Plan Sources

    By Guest KFLETT, January 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • mbozek
    • January 20, 2003

50. Why would employer terminate Esop?

    By Guest camneely, March 5, 2014
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • March 7, 2014