Plan Terminations

1,069 topics in this forum

1. Expense reimbursement from surplus

   By david rigby, June 13, 2024
   • 1 reply
   • 865 views
   • 
   • Paul I
   • June 13, 2024

2. Plan term, participant not lost, can they be forced out?

   By BG5150, October 29, 2021
   • 5 replies
   • 865 views
   • 
   • Bill Presson
   • October 29, 2021

3. Form 2678

   By PS, October 3, 2023
   • 3 replies
   • 861 views
   • 
   • Bri
   • October 3, 2023

4. Severance

   By PS, December 6, 2024
   • 2 replies
   • 856 views
   • 
   • CuseFan
   • December 6, 2024

5. SIMPLE IRA termination

   By HipHiro, October 18, 2017
   • 1 reply
   • 854 views
   • 
   • ETA Consulting LLC
   • October 19, 2017

6. Lump Sum Option for Current Retirees upon Plan Termination

   By beartd, August 1, 2018
   • 2 replies
   • 853 views
   • 
   • Luke Bailey
   • August 2, 2018

7. Plan terminated. Assets distributed. Then.....

   By MLML, May 8, 2016
   • 0 replies
   • 850 views
   • 
   • MLML
   • May 8, 2016

8. Defined Benefit Termination - $0 Accrued Benefit

   By pixiebear, April 14, 2022
   • 3 replies
   • 848 views
   • 
   • david rigby
   • April 15, 2022

9. Terminating a Multiple Employer Plan During a DOL Audit

   By djhpro, April 5, 2018
   • 1 reply
   • 846 views
   • 
   • Madison71
   • April 5, 2018

10. OFAC

    By PS, April 8, 2024
    • 4 replies
    • 844 views
    • 
    • Peter Gulia
    • April 9, 2024

11. Plan terminated mid-year - Question on census

    By Pammie57, February 2, 2022
    • 3 replies
    • 843 views
    • 
    • Nate S
    • February 3, 2022

12. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW, May 26, 2016   

    • Use of demutualization awards
    • reversion tax
    • 1 reply
    • 838 views
    • 
    • Mike Preston
    • May 27, 2016

13. SMM

    By PS, August 20, 2021
    • 6 replies
    • 837 views
    • 
    • PS
    • August 23, 2021

14. Terminating DC 401k Plan

    By PS, June 29, 2023
    • 3 replies
    • 837 views
    • 
    • Roycal
    • July 3, 2023

15. Active receiving benefit

    By Pension RC, February 20, 2017
    • 1 reply
    • 836 views
    • 
    • david rigby
    • February 20, 2017

16. Acquisition and Cycle 3 Restatement

    By msmith, March 28, 2022
    • 4 replies
    • 836 views
    • 
    • msmith
    • March 30, 2022

17. No filing fee for form 5300, but what about the 5310?

    By katieinny, September 21, 2018
    • 0 replies
    • 834 views
    • 
    • katieinny
    • September 21, 2018

18. PBGC termination non-compliant floor-offset

    By Dalai Pookah, August 29, 2023   

    • offset
    • pbgc
    • 4 replies
    • 832 views
    • 
    • CuseFan
    • August 31, 2023

19. Plan Compensation limited

    By rcline46, February 4, 2016
    • 3 replies
    • 823 views
    • 
    • Tom Poje
    • February 4, 2016

20. Plan termination

    By PS, August 10, 2021
    • 4 replies
    • 797 views
    • 
    • PS
    • August 11, 2021

21. Deemed Defaulted

    By PS, August 15, 2022
    • 4 replies
    • 795 views
    • 
    • PS
    • August 19, 2022

22. Post-DOPT Amendment question

    By TheBoxMan, June 27, 2023
    • 2 replies
    • 783 views
    • 
    • David Schultz
    • June 29, 2023

23. 415 Limits for terminated plan

    By cpc0506, October 1, 2020
    • 2 replies
    • 781 views
    • 
    • BG5150
    • October 1, 2020

24. Safe Harbor portion

    By PS, January 26, 2022
    • 4 replies
    • 773 views
    • 
    • PS
    • January 27, 2022

25. Terminated Plan Assets Roll into New Plan Under Same Control Group - Unrelated or Related?

    By lcollins300, May 10, 2021   

    • related rollover
    • 1 reply
    • 769 views
    • 
    • CuseFan
    • May 11, 2021

26. Loan offset

    By PS, March 18, 2024
    • 4 replies
    • 768 views
    • 
    • Lou S.
    • March 19, 2024

27. PBGC 500 - excess assets to be transferred to QRP - qualified replacement plan - help with completion

    By Jakyasar, March 4, 2021
    • 2 replies
    • 767 views
    • 
    • Jakyasar
    • March 5, 2021

28. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B, June 27, 2024
    • 1 reply
    • 767 views
    • 
    • Luke Bailey
    • July 12, 2024

29. ADP test failure

    By PS, March 4, 2024
    • 4 replies
    • 764 views
    • 
    • PS
    • March 4, 2024

30. CARES-ACT

    By PS, August 24, 2021
    • 3 replies
    • 762 views
    • 
    • RatherBeGolfing
    • August 25, 2021

31. Distributions restricted by Office of Foreign Access Control

    By ConnieStorer, October 15, 2020
    • 7 replies
    • 761 views
    • 
    • ConnieStorer
    • October 19, 2020

32. Termination - PBGC

    By PS, January 13, 2022
    • 4 replies
    • 760 views
    • 
    • PS
    • January 14, 2022

33. Springing Safe Harbor

    By PS, July 6, 2022
    • 5 replies
    • 753 views
    • 
    • PS
    • July 8, 2022

34. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

    • db
    • 2 replies
    • 749 views
    • 
    • JARichardson
    • August 29, 2018

35. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 749 views
    • 
    • Earl
    • June 28, 2018

36. Changing the Plan Termination Date

    By emmetttrudy, November 13, 2019
    • 1 reply
    • 748 views
    • 
    • Luke Bailey
    • November 15, 2019

37. Does the 10% Penalty Apply

    By DPSRich, May 20, 2024
    • 1 reply
    • 747 views
    • 
    • Bri
    • May 20, 2024

38. Plan Termination - vesting

    By Lou81, February 17, 2022
    • 4 replies
    • 744 views
    • 
    • Lou81
    • February 18, 2022

39. RMD

    By Egold, June 21
    • 3 replies
    • 744 views
    • 
    • CuseFan
    • June 23

40. PBGC plan termination and DRO

    By pensionreview, February 7, 2017
    • 2 replies
    • 741 views
    • 
    • david rigby
    • February 7, 2017

41. Special Tax notice - Terminating plan

    By PS, November 27, 2024
    • 1 reply
    • 739 views
    • 
    • EPCRSGuru
    • December 2, 2024

42. 3(21) agreement

    By PS, July 9
    • 2 replies
    • 734 views
    • 
    • Artie M
    • July 10

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

    By RayRay, January 24, 2023
    • 3 replies
    • 733 views
    • 
    • BG5150
    • February 6, 2023

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

    By Lou S., June 14, 2021
    • 1 reply
    • 732 views
    • 
    • C. B. Zeller
    • June 14, 2021

45. Plan Termination and Guardian Plan

    By PS, February 6, 2019
    • 1 reply
    • 731 views
    • 
    • Kevin C
    • February 7, 2019

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

    By 30Rock, February 28, 2023
    • 3 replies
    • 722 views
    • 
    • TheBoxMan
    • March 2, 2023

47. Plan merger actually...

    By Santo Gold, January 31, 2023
    • 3 replies
    • 713 views
    • 
    • Santo Gold
    • February 2, 2023

48. Stock acquisition/Controlled group

    By PS, March 16, 2022
    • 3 replies
    • 713 views
    • 
    • PS
    • March 18, 2022

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

    By Rick Soth, March 19, 2024
    • 0 replies
    • 712 views
    • 
    • Rick Soth
    • March 19, 2024

50. Terminating plan - Unknown

    By PS, April 15, 2022
    • 5 replies
    • 711 views
    • 
    • Nate S
    • April 21, 2022