Plan Terminations

1,078 topics in this forum

1. Plan that never really starts...need for termination?

   By RayRay, January 24, 2023
   • 3 replies
   • 883 views
   • 
   • BG5150
   • February 6, 2023

2. Plan Term - 401(k) Contributions Continue

   By Lou S., February 2, 2023
   • 7 replies
   • 1.3k views
   • 
   • Lou S.
   • February 3, 2023

3. Plan merger actually...

   By Santo Gold, January 31, 2023
   • 3 replies
   • 813 views
   • 
   • Santo Gold
   • February 2, 2023

4. Recent IRS response time on Form 5310s?

   By kmhaab, January 11, 2023
   • 3 replies
   • 1.5k views
   • 
   • RayRay
   • January 24, 2023

5. Testing

   By PS, January 24, 2023
   • 10 replies
   • 1.3k views
   • 
   • PS
   • January 24, 2023

6. File Form 5310 Prior to Termination Date

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

7. term date and compensation

   By M Norton, December 9, 2022
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • December 20, 2022

8. Terminated Participants Prior to Plan Termination

   By Coleboy1, December 13, 2022
   • 3 replies
   • 1.1k views
   • 
   • Roycal
   • December 15, 2022

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

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

10. Forfeited checks

    By PS, November 15, 2022
    • 6 replies
    • 1.6k views
    • 
    • PS
    • November 16, 2022

11. Non-Prototype Accounts

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

12. Safe harbor notice

    By PS, October 4, 2022
    • 6 replies
    • 1.1k views
    • 
    • PS
    • November 15, 2022

13. Employee notice requirement for profit sharing plan

    By Renee H, August 10, 2022
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • November 8, 2022

14. Form 6088 for Collectively Bargained Plans

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

15. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H, October 4, 2022
    • 9 replies
    • 2.6k views
    • 
    • Jakyasar
    • October 25, 2022

16. Short plan year payroll year

    By PS, September 26, 2022
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • October 10, 2022

17. PEP Plan Termination

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

18. Asset Sale

    By PS, September 16, 2022
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • September 20, 2022

19. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 2.3k views
    • 
    • A Shot in the Dark
    • September 15, 2022

20. Pooled employer plan

    By PS, August 29, 2022
    • 3 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 31, 2022

21. PBGC Plan Term filing after annuities purchased

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

22. Term date

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

23. Orphan Plan - How to appoint a new trustee

    By Trisports, August 17, 2022
    • 10 replies
    • 2k views
    • 
    • Albert F
    • August 23, 2022

24. Safe Harbor Non-elective

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

25. Deemed Defaulted

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

26. Timing of Distributions after Plan Termination

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

27. Short plan year

    By PS, August 9, 2022
    • 3 replies
    • 2.5k views
    • 
    • D Lewis
    • August 10, 2022

28. Re-allocation

    By PS, July 28, 2022
    • 5 replies
    • 1.1k views
    • 
    • Lou S.
    • August 1, 2022

29. SIMPLE

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

30. 2021 Termination, assets keep coming back

    By Basically, July 20, 2022
    • 5 replies
    • 1.4k views
    • 
    • Ebplans
    • July 21, 2022

31. SIMPLE

    By PS, July 13, 2022
    • 8 replies
    • 1.2k views
    • 
    • Bill Presson
    • July 18, 2022

32. Springing Safe Harbor

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

33. Board Resolution to terminate plan?

    By AnnCK, June 29, 2022
    • 13 replies
    • 3.3k views
    • 
    • Barry Levy
    • June 30, 2022

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

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

35. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 2.2k views
    • 
    • Pam Shoup
    • June 22, 2022

36. Asset Sale -Plan Termination

    By thepensionmaven, May 19, 2022
    • 10 replies
    • 2.2k views
    • 
    • Luke Bailey
    • May 22, 2022

37. Rolling Over Excess Assets To A Qualified Replacement Plan

    By Lucky32, April 14, 2022
    • 9 replies
    • 1.8k views
    • 
    • Bri
    • May 20, 2022

38. Amendment

    By PS, April 25, 2022
    • 7 replies
    • 1.3k views
    • 
    • EBP
    • April 27, 2022

39. Plan termination - plan had been a large plan

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

40. Terminating plan - Unknown

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

41. Stock sale - contribution

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

42. Employer incentive and employer Match

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

43. Defined Benefit Termination - $0 Accrued Benefit

    By pixiebear, April 14, 2022
    • 3 replies
    • 1k views
    • 
    • david rigby
    • April 15, 2022

44. Late PBGC Form 500

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

45. Acquisition and Cycle 3 Restatement

    By msmith, March 28, 2022
    • 4 replies
    • 1k views
    • 
    • msmith
    • March 30, 2022

46. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 1.5k views
    • 
    • PS
    • March 23, 2022

47. Stock acquisition/Controlled group

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

48. 1099-NEC form

    By PS, March 10, 2022
    • 8 replies
    • 1.6k views
    • 
    • PS
    • March 17, 2022

49. Forfeiture balance

    By PS, March 10, 2022
    • 5 replies
    • 1.6k views
    • 
    • Bri
    • March 10, 2022

50. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • February 28, 2022