Plan Terminations

1,074 topics in this forum

1. Purchase or distribution of annuity to annuitant/participant in Plan Termination

   By Dalai Pookah, December 2, 2022
   • 0 replies
   • 554 views
   • 
   • Dalai Pookah
   • December 2, 2022

2. Small Balances in PBGC Plan Term

   By Earl, February 17, 2018
   • 0 replies
   • 523 views
   • 
   • Earl
   • February 17, 2018

3. Final 945 form filing

   By pmacduff, January 21, 2021
   • 2 replies
   • 518 views
   • 
   • vacat
   • January 30, 2021

4. 403 (b) plan and 5500

   By PS, August 24, 2021
   • 2 replies
   • 517 views
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   • PS
   • August 25, 2021

5. new owners - plan termination

   By Santo Gold, November 21, 2025
   • 3 replies
   • 513 views
   • 
   • Peter Gulia
   • November 21, 2025

6. Safe Harbor Non-elective

   By PS, August 19, 2022
   • 2 replies
   • 484 views
   • 
   • PS
   • August 19, 2022

7. allocation of excess assets limted to 8% for non-actives

   By Ted Munice, June 26, 2018   

   • excess assets
   • non-actives
   • 0 replies
   • 478 views
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   • Ted Munice
   • June 26, 2018

8. Revenue Sharing/credit

   By PS, June 15, 2020
   • 0 replies
   • 466 views
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   • PS
   • June 15, 2020

9. Stock Sale - Plan Termination

   By PS, December 1, 2025
   • 2 replies
   • 445 views
   • 
   • justanotheradmin
   • December 1, 2025

10. File Form 5310 Prior to Termination Date

    By KED, January 24, 2023
    • 0 replies
    • 438 views
    • 
    • KED
    • January 24, 2023

11. Qualified Replacement Plan More Than One

    By Ananda, November 18, 2021
    • 0 replies
    • 426 views
    • 
    • Ananda
    • November 18, 2021

12. Deceased participant

    By PS, March 18, 2024
    • 0 replies
    • 418 views
    • 
    • PS
    • March 18, 2024

13. Term date

    By PS, August 26, 2022
    • 0 replies
    • 413 views
    • 
    • PS
    • August 26, 2022

14. to vest or not to vest - DC plan

    By Jakyasar, December 28, 2020
    • 2 replies
    • 412 views
    • 
    • Jakyasar
    • December 29, 2020

15. ROE correction

    By PS, July 3, 2025
    • 1 reply
    • 411 views
    • 
    • Lois Baker
    • July 7, 2025

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

    By Centerstage, August 25, 2021   

    • merger; termination; 5310
    • 0 replies
    • 399 views
    • 
    • Centerstage
    • August 25, 2021

17. Partial Termination - Vesting Requirements

    By Basil, June 15, 2021
    • 0 replies
    • 368 views
    • 
    • Basil
    • June 15, 2021

18. Nondiscrimination Testing Date for Terminated Plan

    By PS, August 7, 2025
    • 0 replies
    • 346 views
    • 
    • PS
    • August 7, 2025

19. 401k Plan termination for a business being sold

    By Santo Gold, January 6
    • 4 replies
    • 305 views
    • 
    • Peter Gulia
    • January 7

20. Plan Termination Notice/Timing Requirements

    By Indiana Joes, October 6, 2025
    • 2 replies
    • 305 views
    • 
    • C. B. Zeller
    • October 6, 2025

21. Employer incentive and employer Match

    By PS, April 15, 2022
    • 0 replies
    • 299 views
    • 
    • PS
    • April 15, 2022

22. 457b

    By PS, Wednesday at 04:41 PM
    • 2 replies
    • 295 views
    • 
    • John Feldt ERPA CPC QPA
    • Wednesday at 11:56 PM

23. QPLO

    By PS, July 28, 2021
    • 0 replies
    • 293 views
    • 
    • PS
    • July 28, 2021

24. 204(h) notice for terminating plans

    By PS, January 14
    • 2 replies
    • 219 views
    • 
    • CuseFan
    • Wednesday at 06:25 PM