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Plan Terminations

1,069 topics in this forum

  1. Plan Term and new plan in same plan year

    By stevena,
    • 0 replies
    • 1.3k views

  2. Form 5310 - what to file

    By Dinosaur,
    • 0 replies
    • 1.6k views

  3. Revenue Sharing/credit

    By PS,
    • 0 replies
    • 443 views
    • PS
    • PS

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

    By John A,
    • 0 replies
    • 1.9k views

  5. Employer and deductibility issue

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

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

    By mattmc82,
    • 0 replies
    • 1.1k views

  7. Excess Assets on Termination

    By Dougsbpc,
    • 0 replies
    • 1.8k views

  8. Plan term - roth loan balance

    By pmacduff,
    • 0 replies
    • 605 views

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

    By katieinny,
    • 0 replies
    • 838 views

  10. 401a plan termination -

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

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

    By Guest David Smith,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  12. Terminated Plan-TRA86 Document Compliance

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

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

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

  14. Deemed plan termination

    By eilano,
    • 0 replies
    • 1.7k views

  15. PS Plan treatment when company is sold

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

  16. IRS Required Statemnt for Termination of DB Plans

    By Hoard1,
    • 0 replies
    • 1.5k views

  17. Money Purchase Pension Plan Annuity

    By PS,
    • 0 replies
    • 660 views
    • PS
    • PS

  18. Cash Balance Termination

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

  19. Excise Tax on Plan Termination

    By Dougsbpc,
    • 0 replies
    • 1.4k views

  20. Required amendments for terminating plans

    By britoski,
    • 0 replies
    • 4.2k views

  21. GUST and 5310

    By k man,
    • 0 replies
    • 1.6k views

  22. Eliminating Distribution Option after Termination Date

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

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

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

  24. Notice to Interested Parties

    By fiona1,
    • 0 replies
    • 1.8k views

  25. Terminating Safe Habor Non-elective

    By PFranckowiak,
    • 0 replies
    • 877 views

  26. Terminating ERISA Trust and Moving Assets

    By holdco,
    • 0 replies
    • 1.1k views

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

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

  28. Adoption of EGTRRA Compensation Limit To Increase Benefits

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

  29. Timing of Benefit Obligation Transfer

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

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

    By david rigby,
    • 0 replies
    • 1.7k views

  31. Deceased participant

    By PS,
    • 0 replies
    • 393 views
    • PS
    • PS

  32. Plan terminaiton with a mortgage

    By doombuggy,
    • 0 replies
    • 1.2k views

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

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

  34. QPLO

    By PS,
    • 0 replies
    • 274 views
    • PS
    • PS

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

    By SCooper,   
    • 0 replies
    • 557 views

  36. 5500 and participant accounts

    By 30Rock,
    • 0 replies
    • 992 views

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

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

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

    By Towanda,
    • 0 replies
    • 560 views

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

    By Rick Soth,
    • 0 replies
    • 713 views

  40. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 405 views

  41. Cash Balance Termination - Accrued Benefit

    By MGOAdmin,   
    • 0 replies
    • 1.5k views

  42. ESOP termination

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

  43. paid out terminated plan, then old accounts found

    By Guest APSTLC,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  44. Freeze of MPPP Cause Full Vesting??

    By chris,
    • 0 replies
    • 1k views

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

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

  46. Missing participants

    By jkdoll2,
    • 0 replies
    • 1k views

  47. Annuity Provider

    By Guest C.Meyers,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  48. Trustee's duties outside of PBGC

    By Guest BTCISP1969,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  49. Nondiscrimination Testing Date for Terminated Plan

    By PS,
    • 0 replies
    • 287 views

  50. 401(h) funds in a plan termination

    By Guest KMT,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest
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