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Plan Terminations

1,075 topics in this forum

  1. Minimum required distribution

    By PS,
    • 5 replies
    • 979 views

  2. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.5k views

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

    By ConnieStorer,
    • 4 replies
    • 1.5k views

  4. OFAC

    By PS,
    • 4 replies
    • 942 views

  5. RMD

    By PS,
    • 1 reply
    • 717 views

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

    By mariemonroe,
    • 1 reply
    • 658 views

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

    By Rick Soth,
    • 0 replies
    • 780 views

  8. Loan offset

    By PS,
    • 4 replies
    • 835 views

  9. Deceased participant

    By PS,
    • 0 replies
    • 423 views
    • PS
    • PS

  10. ADP test failure

    By PS,
    • 4 replies
    • 807 views
    • PS
    • PS

  11. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 605 views

  12. Successor Plan Rule: 401(k)

    By Idioteque9004,   
    • 6 replies
    • 2.7k views

  13. 1099s

    By PS,
    • 7 replies
    • 1.1k views

  14. Plan termination, and Summary of Material Modifications

    By Belgarath,
    • 2 replies
    • 1.3k views

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

    By ERISA guy,
    • 1 reply
    • 630 views

  16. Employee contribution

    By PS,
    • 4 replies
    • 580 views

  17. Plan Termination

    By PS,
    • 5 replies
    • 1.3k views

  18. Plan Permanency Rule

    By Idioteque9004,   
    • 18 replies
    • 4.7k views

  19. Abandoned Plan

    By PS,
    • 5 replies
    • 1.4k views

  20. Final 5500

    By PS,
    • 2 replies
    • 1.5k views

  21. Plan Termination notice

    By PS,
    • 9 replies
    • 1.7k views
    • PS
    • PS

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

    By SCooper,   
    • 0 replies
    • 597 views

  23. Personal contribution.

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

  24. 401k termination, start SIMPLE

    By LMK TPA,
    • 5 replies
    • 2.1k views

  25. Prior plan contributions made to PEP

    By Keith Lowery,
    • 5 replies
    • 1.1k views

  26. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.4k views

  27. Do we have a distributable event?

    By Santo Gold,
    • 3 replies
    • 947 views

  28. Retroactive Plan Termination

    By Below Ground,
    • 11 replies
    • 2.9k views

  29. Form 2678

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

  30. Dental practice sold - final employer contributions

    By pmacduff,
    • 4 replies
    • 931 views

  31. Fund Terminated DB after benefits paid

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

  32. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 900 views

  33. Cycle 3 restatement

    By PS,
    • 2 replies
    • 618 views
    • PS
    • PS

  34. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 881 views

  35. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 839 views

  36. Puerto Rico Plan Termination

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

  37. IRS Requires 60-day Notice for Terminations?

    By WantsToLearn,   
    • 4 replies
    • 1.3k views

  38. profit sharing plan termination with leftover funds

    By thepensionmaven,
    • 9 replies
    • 1.3k views

  39. Hedging....

    By Bri,
    • 1 reply
    • 655 views

  40. MVA during a 401k termination

    By smallbusinessquestion,
    • 8 replies
    • 4.7k views

  41. Is the Plan Terminated?

    By Basically,
    • 13 replies
    • 1.3k views

  42. Secure Act amendment for terminating CB plan

    By D.J. Simonetti,
    • 7 replies
    • 1.2k views

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

    By 30Rock,
    • 3 replies
    • 795 views

  44. Spin off and Plan Termination

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

  45. Plan Term - 401(k) Contributions Continue

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

  46. Plan merger actually...

    By Santo Gold,
    • 3 replies
    • 748 views

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

    By RayRay,
    • 3 replies
    • 789 views

  48. Testing

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

  49. File Form 5310 Prior to Termination Date

    By KED,
    • 0 replies
    • 455 views
    • KED
    • KED

  50. Recent IRS response time on Form 5310s?

    By kmhaab,
    • 3 replies
    • 1.3k views
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