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Plan Terminations

1,074 topics in this forum

  1. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid,
    • 5 replies
    • 1.4k views

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

    By ConnieStorer,
    • 4 replies
    • 1.5k views

  3. OFAC

    By PS,
    • 4 replies
    • 920 views

  4. RMD

    By PS,
    • 1 reply
    • 692 views

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

    By mariemonroe,
    • 1 reply
    • 640 views

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

    By Rick Soth,
    • 0 replies
    • 759 views

  7. Loan offset

    By PS,
    • 4 replies
    • 805 views

  8. Deceased participant

    By PS,
    • 0 replies
    • 418 views
    • PS
    • PS

  9. ADP test failure

    By PS,
    • 4 replies
    • 783 views
    • PS
    • PS

  10. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 585 views

  11. Successor Plan Rule: 401(k)

    By Idioteque9004,   
    • 6 replies
    • 2.5k views

  12. 1099s

    By PS,
    • 7 replies
    • 1k views

  13. Plan termination, and Summary of Material Modifications

    By Belgarath,
    • 2 replies
    • 1.3k views

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

    By ERISA guy,
    • 1 reply
    • 600 views

  15. Employee contribution

    By PS,
    • 4 replies
    • 570 views

  16. Plan Termination

    By PS,
    • 5 replies
    • 1.3k views

  17. Plan Permanency Rule

    By Idioteque9004,   
    • 18 replies
    • 4.5k views

  18. Abandoned Plan

    By PS,
    • 5 replies
    • 1.4k views

  19. Final 5500

    By PS,
    • 2 replies
    • 1.4k views

  20. Plan Termination notice

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

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

    By SCooper,   
    • 0 replies
    • 586 views

  22. Personal contribution.

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

  23. 401k termination, start SIMPLE

    By LMK TPA,
    • 5 replies
    • 2k views

  24. Prior plan contributions made to PEP

    By Keith Lowery,
    • 5 replies
    • 1.1k views

  25. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.4k views

  26. Do we have a distributable event?

    By Santo Gold,
    • 3 replies
    • 939 views

  27. Retroactive Plan Termination

    By Below Ground,
    • 11 replies
    • 2.8k views

  28. Form 2678

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

  29. Dental practice sold - final employer contributions

    By pmacduff,
    • 4 replies
    • 912 views

  30. Fund Terminated DB after benefits paid

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

  31. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 874 views

  32. Cycle 3 restatement

    By PS,
    • 2 replies
    • 607 views
    • PS
    • PS

  33. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 867 views

  34. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 822 views

  35. Puerto Rico Plan Termination

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

  36. IRS Requires 60-day Notice for Terminations?

    By WantsToLearn,   
    • 4 replies
    • 1.3k views

  37. profit sharing plan termination with leftover funds

    By thepensionmaven,
    • 9 replies
    • 1.3k views

  38. Hedging....

    By Bri,
    • 1 reply
    • 643 views

  39. MVA during a 401k termination

    By smallbusinessquestion,
    • 8 replies
    • 4.5k views

  40. Is the Plan Terminated?

    By Basically,
    • 13 replies
    • 1.3k views

  41. Secure Act amendment for terminating CB plan

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

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

    By 30Rock,
    • 3 replies
    • 769 views

  43. Spin off and Plan Termination

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

  44. Plan Term - 401(k) Contributions Continue

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

  45. Plan merger actually...

    By Santo Gold,
    • 3 replies
    • 731 views

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

    By RayRay,
    • 3 replies
    • 772 views

  47. Testing

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

  48. File Form 5310 Prior to Termination Date

    By KED,
    • 0 replies
    • 436 views
    • KED
    • KED

  49. Recent IRS response time on Form 5310s?

    By kmhaab,
    • 3 replies
    • 1.3k views

  50. Terminated Participants Prior to Plan Termination

    By Coleboy1,
    • 3 replies
    • 960 views
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