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Plan Terminations

1,075 topics in this forum

  1. Terminated DC Plan - Missing Participants

    By David,
    • 0 replies
    • 2k views

  2. Termination and Compensation

    By imchipbrown,
    • 0 replies
    • 1.6k views

  3. PBGC Termination Extension

    By Randy Watson,
    • 0 replies
    • 1.2k views

  4. Successor Plan????

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

  5. Form 5310 for 401(k) plan clarification

    By John A,
    • 0 replies
    • 2k views

  6. separation from service after plan termination date

    By Gudgergirl,
    • 0 replies
    • 1.5k views

  7. Plan Term and new plan in same plan year

    By stevena,
    • 0 replies
    • 1.4k views

  8. Form 5310 - what to file

    By Dinosaur,
    • 0 replies
    • 1.6k views

  9. Revenue Sharing/credit

    By PS,
    • 0 replies
    • 473 views
    • PS
    • PS

  10. What can and can't a plan sponsor do re: suspending distributions from

    By John A,
    • 0 replies
    • 2k views

  11. Employer and deductibility issue

    By dmb,
    • 0 replies
    • 1.2k views
    • dmb
    • dmb

  12. Plan terminated - Did not mark final return on 1906

    By mattmc82,
    • 0 replies
    • 1.1k views

  13. Excess Assets on Termination

    By Dougsbpc,
    • 0 replies
    • 1.8k views

  14. Plan term - roth loan balance

    By pmacduff,
    • 0 replies
    • 638 views

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

    By katieinny,
    • 0 replies
    • 863 views

  16. 401a plan termination -

    By Guest shmoo2,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  17. Who gets interest earned on 401(k) assets between plan termination and

    By Guest David Smith,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  18. Terminated Plan-TRA86 Document Compliance

    By Guest merlin,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  19. What is the best course of action for a terminating, 1 participant MPP

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

  20. Deemed plan termination

    By eilano,
    • 0 replies
    • 1.8k views

  21. PS Plan treatment when company is sold

    By Guest passmf,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  22. IRS Required Statemnt for Termination of DB Plans

    By Hoard1,
    • 0 replies
    • 1.5k views

  23. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 738 views
    • PS
    • PS

  24. Cash Balance Termination

    By Guest Tad77,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  25. Excise Tax on Plan Termination

    By Dougsbpc,
    • 0 replies
    • 1.4k views

  26. Required amendments for terminating plans

    By britoski,
    • 0 replies
    • 4.2k views

  27. GUST and 5310

    By k man,
    • 0 replies
    • 1.6k views

  28. Eliminating Distribution Option after Termination Date

    By Guest aciepluch,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  29. Can a 403(b) plan be a successor plan?

    By Guest Karen Geiger,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  30. Notice to Interested Parties

    By fiona1,
    • 0 replies
    • 1.9k views

  31. Terminating Safe Habor Non-elective

    By PFranckowiak,
    • 0 replies
    • 896 views

  32. Terminating ERISA Trust and Moving Assets

    By holdco,
    • 0 replies
    • 1.2k views

  33. Company has 2 profit sharing plans and wants to consolidate (merge) th

    By Guest Clain,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  34. Adoption of EGTRRA Compensation Limit To Increase Benefits

    By Guest merlin,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  35. Timing of Benefit Obligation Transfer

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

  36. Not sure what this reg. section is all about.

    By david rigby,
    • 0 replies
    • 1.8k views

  37. Deceased participant

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

  38. Plan terminaiton with a mortgage

    By doombuggy,
    • 0 replies
    • 1.2k views

  39. Acquired Employer submitting 5310. Controlled Group on App or No?

    By Guest LLHarlow,   
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  40. QPLO

    By PS,
    • 0 replies
    • 303 views
    • PS
    • PS

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

    By SCooper,   
    • 0 replies
    • 598 views

  42. 5500 and participant accounts

    By 30Rock,
    • 0 replies
    • 1k views

  43. Calculation for Partner @ 7/1, 5%TWB+20%>TWB

    By Guest crosseyetester,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  44. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda,
    • 0 replies
    • 588 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
    • 780 views

  46. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 434 views

  47. Cash Balance Termination - Accrued Benefit

    By MGOAdmin,   
    • 0 replies
    • 1.6k views

  48. ESOP termination

    By t.haley,
    • 0 replies
    • 1.9k views

  49. paid out terminated plan, then old accounts found

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

  50. Freeze of MPPP Cause Full Vesting??

    By chris,
    • 0 replies
    • 1k views
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