Plan Terminations

1,069 topics in this forum

1. 401k termination/403b in controlled group

   By dixieandruby, May 9
   • 1 reply
   • 521 views
   • 
   • Artie M
   • May 12

2. 403 (b) plan and 5500

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

3. Small Balances in PBGC Plan Term

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

4. Safe Harbor Non-elective

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

5. Final 945 form filing

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

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

   By Ted Munice, June 26, 2018   

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

7. Revenue Sharing/credit

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

8. File Form 5310 Prior to Termination Date

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

9. Qualified Replacement Plan More Than One

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

10. to vest or not to vest - DC plan

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

11. Term date

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

12. Deceased participant

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

13. 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
    • 372 views
    • 
    • Centerstage
    • August 25, 2021

14. Partial Termination - Vesting Requirements

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

15. ROE correction

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

16. Nondiscrimination Testing Date for Terminated Plan

    By PS, August 7
    • 0 replies
    • 284 views
    • 
    • PS
    • August 7

17. Employer incentive and employer Match

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

18. QPLO

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

19. Plan Termination Notice/Timing Requirements

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