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Plan Terminations

1,074 topics in this forum

  1. Terminating ERISA Trust and Moving Assets

    By holdco,
    • 0 replies
    • 1.2k views

  2. Terminating K Plan--lump sum distributions

    By JWK,
    • 7 replies
    • 2.3k views

  3. Terminating Keogh and Required Minimum Distribution

    By Guest kcousin,
    • 1 reply
    • 2.2k views

  4. Terminating Money Purcahse Plans--Lost Participants and Spousal Consent

    By BG5150,
    • 7 replies
    • 1.1k views

  5. Terminating MP plan 415 issue

    By dmb,
    • 1 reply
    • 1.5k views

  6. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear,
    • 1 reply
    • 2k views

  7. Terminating Phantom Stock Plan

    By TaxLawyer1978,
    • 9 replies
    • 5k views

  8. Terminating plan - Unknown

    By PS,
    • 5 replies
    • 748 views

  9. Terminating Plan is Surviving Plan of Several Previous Plan Mergers - How far back to go with Answer to Line 12 on 5310?

    By Centerstage,   
    • 0 replies
    • 399 views

  10. Terminating Plan with no active participants

    By Guest krisknapp,
    • 1 reply
    • 1.9k views

  11. Terminating plan with unresponsive beneficiary

    By PS,
    • 0 replies
    • 601 views
    • PS
    • PS

  12. Terminating plan with unresponsive beneficiary

    By K2retire,   
    • 10 replies
    • 3.2k views

  13. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab,
    • 3 replies
    • 1.2k views

  14. Terminating profit sharing plan wants to force rollovers to co's 401k plan.

    By katieinny,
    • 14 replies
    • 8.3k views

  15. Terminating retirement plan with forfeitures and no eligible participa

    By Guest Christie Banks,
    • 8 replies
    • 2.4k views

  16. Terminating Safe Habor Non-elective

    By PFranckowiak,
    • 0 replies
    • 889 views

  17. Terminating Safe Harbor 410(k) Plan Mid year - Retain SH status?

    By Lou S.,
    • 1 reply
    • 763 views

  18. terminating underfunded MP plan

    By Santo Gold,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  19. Termination - PBGC

    By PS,
    • 4 replies
    • 786 views
    • PS
    • PS

  20. Termination after settlement but before QDRO entered

    By Salt1968,   
    • 4 replies
    • 2k views

  21. Termination after stock acquisition

    By Guest djn,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  22. Termination and Compensation

    By imchipbrown,
    • 0 replies
    • 1.6k views

  23. Termination going on.. and on...and on

    By Guest ck1,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  24. termination of 401(k)

    By Guest cngriffin,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  25. Termination of 401(k) Plan

    By chris,
    • 1 reply
    • 1.7k views

  26. Termination of 401K in a controlled group

    By PS,
    • 4 replies
    • 1.8k views
    • PS
    • PS

  27. termination of DC plan

    By Guest eliotb,
    • 2 replies
    • 1.6k views

  28. Termination of Frozen Voluntary Employee Contributions from Ongoing Defined Benefit Plan

    By rocknrolls2,
    • 0 replies
    • 1.4k views

  29. termination of old keogh followed by adoption of new

    By Guest kprhok,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  30. Termination of Participating Employer portion of plan

    By DLavigne,
    • 2 replies
    • 2k views

  31. termination of plan and multiple distribution events

    By Guest kco7,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  32. Termination of Prototype Plan (by adopting ER)

    By Guest Bear1,
    • 1 reply
    • 2.4k views

  33. Termination of PSP Portion of 401(k) Plan

    By chris,
    • 4 replies
    • 2.4k views

  34. Termination of PSP which previously merged with a MPPP

    By chris,
    • 0 replies
    • 1.4k views

  35. Termination of Safe Harbor 401(k)

    By MarZDoates,
    • 2 replies
    • 2.1k views

  36. Termination or merger of acquired subsidiary plans

    By Guest TCP,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  37. Termination or Merger of plan with no assets or participants

    By Guest Bud,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  38. Termination Prior to EGTRRA RAP

    By Guest AEA,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  39. Termination Process

    By Randy Watson,
    • 3 replies
    • 1.4k views

  40. Termination vs merger - successor plan issue

    By Guest Robin Vatalaro,
    • 21 replies
    • 6.9k views

  41. Testing

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

  42. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 630 views

  43. Testing ADP on a terminated plan

    By Guest Melissa Winslow,
    • 1 reply
    • 1.8k views

  44. The timing of things...

    By Guest EPS2,
    • 2 replies
    • 1.3k views

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

    By Rick Soth,
    • 0 replies
    • 763 views

  46. timely amendments

    By Guest ASFESQ,
    • 4 replies
    • 1.6k views

  47. Timing for Adoption of Amendments at Plan Termination

    By Guest CAG1,
    • 3 replies
    • 2.9k views

  48. Timing of Benefit Obligation Transfer

    By Guest ak,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  49. Timing of Distributions after Plan Termination

    By Dougsbpc,
    • 2 replies
    • 674 views

  50. Timing of PPA Amendment

    By MarZDoates,
    • 1 reply
    • 2k views
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