Plan Terminations

1,074 topics in this forum

1. Testing

   By PS, January 24, 2023
   • 10 replies
   • 1.1k views
   • 
   • PS
   • January 24, 2023

2. File Form 5310 Prior to Termination Date

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

3. term date and compensation

   By M Norton, December 9, 2022
   • 7 replies
   • 1k views
   • 
   • Luke Bailey
   • December 20, 2022

4. Terminated Participants Prior to Plan Termination

   By Coleboy1, December 13, 2022
   • 3 replies
   • 960 views
   • 
   • Roycal
   • December 15, 2022

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

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

6. Forfeited checks

   By PS, November 15, 2022
   • 6 replies
   • 1.3k views
   • 
   • PS
   • November 16, 2022

7. Non-Prototype Accounts

   By PS, November 15, 2022
   • 2 replies
   • 698 views
   • 
   • PS
   • November 15, 2022

8. Safe harbor notice

   By PS, October 4, 2022
   • 6 replies
   • 966 views
   • 
   • PS
   • November 15, 2022

9. Employee notice requirement for profit sharing plan

   By Renee H, August 10, 2022
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • November 8, 2022

10. Form 6088 for Collectively Bargained Plans

    By Kent Allard, November 4, 2022
    • 1 reply
    • 703 views
    • 
    • CuseFan
    • November 4, 2022

11. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H, October 4, 2022
    • 9 replies
    • 2.3k views
    • 
    • Jakyasar
    • October 25, 2022

12. Short plan year payroll year

    By PS, September 26, 2022
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • October 10, 2022

13. PEP Plan Termination

    By mlp0816, September 29, 2022
    • 1 reply
    • 710 views
    • 
    • Luke Bailey
    • October 4, 2022

14. Asset Sale

    By PS, September 16, 2022
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 20, 2022

15. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • September 15, 2022

16. Pooled employer plan

    By PS, August 29, 2022
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 31, 2022

17. PBGC Plan Term filing after annuities purchased

    By pixiebear, August 25, 2022
    • 2 replies
    • 613 views
    • 
    • ConnieStorer
    • August 27, 2022

18. Term date

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

19. Orphan Plan - How to appoint a new trustee

    By Trisports, August 17, 2022
    • 10 replies
    • 1.5k views
    • 
    • Albert F
    • August 23, 2022

20. Safe Harbor Non-elective

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

21. Deemed Defaulted

    By PS, August 15, 2022
    • 4 replies
    • 809 views
    • 
    • PS
    • August 19, 2022

22. Timing of Distributions after Plan Termination

    By Dougsbpc, August 13, 2022
    • 2 replies
    • 670 views
    • 
    • CuseFan
    • August 15, 2022

23. Short plan year

    By PS, August 9, 2022
    • 3 replies
    • 2.4k views
    • 
    • D Lewis
    • August 10, 2022

24. Re-allocation

    By PS, July 28, 2022
    • 5 replies
    • 943 views
    • 
    • Lou S.
    • August 1, 2022

25. SIMPLE

    By PS, July 26, 2022
    • 1 reply
    • 592 views
    • 
    • Belgarath
    • July 26, 2022

26. 2021 Termination, assets keep coming back

    By Basically, July 20, 2022
    • 5 replies
    • 1.2k views
    • 
    • Ebplans
    • July 21, 2022

27. SIMPLE

    By PS, July 13, 2022
    • 8 replies
    • 939 views
    • 
    • Bill Presson
    • July 18, 2022

28. Springing Safe Harbor

    By PS, July 6, 2022
    • 5 replies
    • 769 views
    • 
    • PS
    • July 8, 2022

29. Board Resolution to terminate plan?

    By AnnCK, June 29, 2022
    • 13 replies
    • 2.7k views
    • 
    • Barry Levy
    • June 30, 2022

30. Terminate DC plan prior to Cycle 3 restatement deadline?

    By David Peckham, June 23, 2022
    • 1 reply
    • 587 views
    • 
    • CuseFan
    • June 24, 2022

31. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.8k views
    • 
    • Pam Shoup
    • June 22, 2022

32. Asset Sale -Plan Termination

    By thepensionmaven, May 19, 2022
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 22, 2022

33. Rolling Over Excess Assets To A Qualified Replacement Plan

    By Lucky32, April 14, 2022
    • 9 replies
    • 1.6k views
    • 
    • Bri
    • May 20, 2022

34. Amendment

    By PS, April 25, 2022
    • 7 replies
    • 1.1k views
    • 
    • EBP
    • April 27, 2022

35. Plan termination - plan had been a large plan

    By Pammie57, April 4, 2022
    • 3 replies
    • 571 views
    • 
    • Luke Bailey
    • April 22, 2022

36. Terminating plan - Unknown

    By PS, April 15, 2022
    • 5 replies
    • 745 views
    • 
    • Nate S
    • April 21, 2022

37. Stock sale - contribution

    By PS, March 31, 2022
    • 3 replies
    • 609 views
    • 
    • Luke Bailey
    • April 20, 2022

38. Employer incentive and employer Match

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

39. Defined Benefit Termination - $0 Accrued Benefit

    By pixiebear, April 14, 2022
    • 3 replies
    • 882 views
    • 
    • david rigby
    • April 15, 2022

40. Late PBGC Form 500

    By Dalai Pookah, March 31, 2022
    • 1 reply
    • 586 views
    • 
    • Nate S
    • April 7, 2022

41. Acquisition and Cycle 3 Restatement

    By msmith, March 28, 2022
    • 4 replies
    • 857 views
    • 
    • msmith
    • March 30, 2022

42. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 1.3k views
    • 
    • PS
    • March 23, 2022

43. Stock acquisition/Controlled group

    By PS, March 16, 2022
    • 3 replies
    • 741 views
    • 
    • PS
    • March 18, 2022

44. 1099-NEC form

    By PS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • PS
    • March 17, 2022

45. Forfeiture balance

    By PS, March 10, 2022
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • March 10, 2022

46. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 28, 2022

47. Profit Sharing

    By PS, February 8, 2022
    • 5 replies
    • 1.7k views
    • 
    • PS
    • February 18, 2022

48. Plan Termination - vesting

    By Lou81, February 17, 2022
    • 4 replies
    • 767 views
    • 
    • Lou81
    • February 18, 2022

49. Vesting - 5 year break in service

    By PS, January 31, 2022
    • 7 replies
    • 2.9k views
    • 
    • PS
    • February 7, 2022

50. Plan terminated mid-year - Question on census

    By Pammie57, February 2, 2022
    • 3 replies
    • 866 views
    • 
    • Nate S
    • February 3, 2022