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Plan Terminations

1,069 topics in this forum

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

    By Rick Soth,
    • 0 replies
    • 709 views

  2. Loan offset

    By PS,
    • 4 replies
    • 766 views

  3. Deceased participant

    By PS,
    • 0 replies
    • 386 views
    • PS
    • PS

  4. ADP test failure

    By PS,
    • 4 replies
    • 763 views
    • PS
    • PS

  5. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 565 views

  6. Successor Plan Rule: 401(k)

    By Idioteque9004,   
    • 6 replies
    • 2.3k views

  7. 1099s

    By PS,
    • 7 replies
    • 989 views

  8. Plan termination, and Summary of Material Modifications

    By Belgarath,
    • 2 replies
    • 1.2k views

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

    By ERISA guy,
    • 1 reply
    • 544 views

  10. Employee contribution

    By PS,
    • 4 replies
    • 528 views

  11. Plan Termination

    By PS,
    • 5 replies
    • 1.3k views

  12. Plan Permanency Rule

    By Idioteque9004,   
    • 18 replies
    • 3.9k views

  13. Abandoned Plan

    By PS,
    • 5 replies
    • 1.3k views

  14. Final 5500

    By PS,
    • 2 replies
    • 1.4k views

  15. Plan Termination notice

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

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

    By SCooper,   
    • 0 replies
    • 556 views

  17. Personal contribution.

    By PS,
    • 10 replies
    • 994 views
    • PS
    • PS

  18. 401k termination, start SIMPLE

    By LMK TPA,
    • 5 replies
    • 1.9k views

  19. Prior plan contributions made to PEP

    By Keith Lowery,
    • 5 replies
    • 1k views

  20. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.3k views

  21. Do we have a distributable event?

    By Santo Gold,
    • 3 replies
    • 909 views

  22. Retroactive Plan Termination

    By Below Ground,
    • 11 replies
    • 2.6k views

  23. Form 2678

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

  24. Dental practice sold - final employer contributions

    By pmacduff,
    • 4 replies
    • 893 views

  25. Fund Terminated DB after benefits paid

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

  26. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 831 views

  27. Cycle 3 restatement

    By PS,
    • 2 replies
    • 584 views
    • PS
    • PS

  28. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 837 views

  29. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 781 views

  30. Puerto Rico Plan Termination

    By PS,
    • 3 replies
    • 1.5k views
    • PS
    • PS

  31. IRS Requires 60-day Notice for Terminations?

    By WantsToLearn,   
    • 4 replies
    • 1.2k views

  32. profit sharing plan termination with leftover funds

    By thepensionmaven,
    • 9 replies
    • 1.2k views

  33. Hedging....

    By Bri,
    • 1 reply
    • 622 views

  34. MVA during a 401k termination

    By smallbusinessquestion,
    • 8 replies
    • 4.3k views

  35. Is the Plan Terminated?

    By Basically,
    • 13 replies
    • 1.2k views

  36. Secure Act amendment for terminating CB plan

    By D.J. Simonetti,
    • 7 replies
    • 1.1k views

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

    By 30Rock,
    • 3 replies
    • 720 views

  38. Spin off and Plan Termination

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

  39. Plan Term - 401(k) Contributions Continue

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

  40. Plan merger actually...

    By Santo Gold,
    • 3 replies
    • 712 views

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

    By RayRay,
    • 3 replies
    • 729 views

  42. Testing

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

  43. File Form 5310 Prior to Termination Date

    By KED,
    • 0 replies
    • 411 views
    • KED
    • KED

  44. Recent IRS response time on Form 5310s?

    By kmhaab,
    • 3 replies
    • 1.2k views

  45. Terminated Participants Prior to Plan Termination

    By Coleboy1,
    • 3 replies
    • 910 views

  46. term date and compensation

    By M Norton,
    • 7 replies
    • 970 views

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

    By Dalai Pookah,
    • 0 replies
    • 525 views

  48. Non-Prototype Accounts

    By PS,
    • 2 replies
    • 663 views
    • PS
    • PS

  49. Forfeited checks

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

  50. Form 6088 for Collectively Bargained Plans

    By Kent Allard,
    • 1 reply
    • 672 views
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