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Plan Terminations

1,074 topics in this forum

  1. Terminating DB with Insufficient Assets

    By Dougsbpc,
    • 1 reply
    • 913 views

  2. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 912 views

  3. Form 2678

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

  4. Terminating Safe Habor Non-elective

    By PFranckowiak,
    • 0 replies
    • 889 views

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

    By BG5150,
    • 5 replies
    • 885 views

  6. Defined Benefit Termination - $0 Accrued Benefit

    By pixiebear,
    • 3 replies
    • 884 views

  7. PBGC termination non-compliant floor-offset

    By Dalai Pookah,   
    • 4 replies
    • 878 views

  8. SMM

    By PS,
    • 6 replies
    • 875 views
    • PS
    • PS

  9. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd,
    • 2 replies
    • 873 views

  10. Terminating DC 401k Plan

    By PS,
    • 3 replies
    • 870 views

  11. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 869 views

  12. SIMPLE IRA termination

    By HipHiro,
    • 1 reply
    • 868 views

  13. Plan terminated. Assets distributed. Then.....

    By MLML,
    • 0 replies
    • 867 views

  14. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro,
    • 1 reply
    • 865 views

  15. Acquisition and Cycle 3 Restatement

    By msmith,
    • 4 replies
    • 861 views

  16. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW,   
    • 1 reply
    • 857 views

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

    By katieinny,
    • 0 replies
    • 856 views

  18. Active receiving benefit

    By Pension RC,
    • 1 reply
    • 852 views

  19. Plan Compensation limited

    By rcline46,
    • 3 replies
    • 841 views

  20. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 839 views

  21. Post-DOPT Amendment question

    By TheBoxMan,
    • 2 replies
    • 826 views

  22. RMD

    By Egold,
    • 3 replies
    • 823 views

  23. Plan termination

    By PS,
    • 4 replies
    • 822 views
    • PS
    • PS

  24. Deemed Defaulted

    By PS,
    • 4 replies
    • 812 views
    • PS
    • PS

  25. Special Tax notice - Terminating plan

    By PS,
    • 1 reply
    • 812 views

  26. 415 Limits for terminated plan

    By cpc0506,
    • 2 replies
    • 809 views

  27. Does the 10% Penalty Apply

    By DPSRich,
    • 1 reply
    • 807 views

  28. Loan offset

    By PS,
    • 4 replies
    • 805 views

  29. Distributions restricted by Office of Foreign Access Control

    By ConnieStorer,
    • 7 replies
    • 804 views

  30. 3(21) agreement

    By PS,
    • 2 replies
    • 799 views

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

    By Jakyasar,
    • 2 replies
    • 795 views

  32. CARES-ACT

    By PS,
    • 3 replies
    • 787 views

  33. ADP test failure

    By PS,
    • 4 replies
    • 787 views
    • PS
    • PS

  34. Safe Harbor portion

    By PS,
    • 4 replies
    • 787 views
    • PS
    • PS

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

    By lcollins300,   
    • 1 reply
    • 786 views

  36. Termination - PBGC

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

  37. Missed the deadline to file the PBGC 500

    By JARichardson,   
    • 2 replies
    • 775 views

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

    By RayRay,
    • 3 replies
    • 773 views

  39. Springing Safe Harbor

    By PS,
    • 5 replies
    • 772 views
    • PS
    • PS

  40. Changing the Plan Termination Date

    By emmetttrudy,
    • 1 reply
    • 771 views

  41. Plan Termination - vesting

    By Lou81,
    • 4 replies
    • 770 views

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

    By 30Rock,
    • 3 replies
    • 770 views

  43. Amending a plan after submitting to PBGC

    By Earl,
    • 2 replies
    • 765 views

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

    By Lou S.,
    • 1 reply
    • 763 views

  45. Trustee fees under Abandoned Plan Regs

    By erisageek1978,
    • 1 reply
    • 763 views

  46. Plan Termination and Guardian Plan

    By PS,
    • 1 reply
    • 761 views

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

    By Rick Soth,
    • 0 replies
    • 761 views

  48. PBGC plan termination and DRO

    By pensionreview,
    • 2 replies
    • 758 views

  49. Name Change

    By PS,
    • 2 replies
    • 757 views
    • PS
    • PS

  50. Terminating plan - Unknown

    By PS,
    • 5 replies
    • 748 views
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