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Plan Terminations

1,075 topics in this forum

  1. Terminated Participants Prior to Plan Termination

    By Coleboy1,
    • 3 replies
    • 987 views

  2. term date and compensation

    By M Norton,
    • 7 replies
    • 1k views

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

    By Dalai Pookah,
    • 0 replies
    • 564 views

  4. Non-Prototype Accounts

    By PS,
    • 2 replies
    • 722 views
    • PS
    • PS

  5. Forfeited checks

    By PS,
    • 6 replies
    • 1.3k views
    • PS
    • PS

  6. Form 6088 for Collectively Bargained Plans

    By Kent Allard,
    • 1 reply
    • 728 views

  7. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H,
    • 9 replies
    • 2.3k views

  8. Safe harbor notice

    By PS,
    • 6 replies
    • 978 views
    • PS
    • PS

  9. PEP Plan Termination

    By mlp0816,
    • 1 reply
    • 732 views

  10. Short plan year payroll year

    By PS,
    • 4 replies
    • 1k views

  11. Asset Sale

    By PS,
    • 8 replies
    • 1.5k views

  12. ESOP Termination - Merger/Acquisition

    By PS,
    • 5 replies
    • 1.9k views

  13. Pooled employer plan

    By PS,
    • 3 replies
    • 1.4k views

  14. Term date

    By PS,
    • 0 replies
    • 421 views
    • PS
    • PS

  15. PBGC Plan Term filing after annuities purchased

    By pixiebear,
    • 2 replies
    • 628 views

  16. Safe Harbor Non-elective

    By PS,
    • 2 replies
    • 495 views
    • PS
    • PS

  17. Orphan Plan - How to appoint a new trustee

    By Trisports,
    • 10 replies
    • 1.5k views

  18. Deemed Defaulted

    By PS,
    • 4 replies
    • 830 views
    • PS
    • PS

  19. Timing of Distributions after Plan Termination

    By Dougsbpc,
    • 2 replies
    • 689 views

  20. Employee notice requirement for profit sharing plan

    By Renee H,
    • 3 replies
    • 1.2k views

  21. Short plan year

    By PS,
    • 3 replies
    • 2.4k views

  22. Re-allocation

    By PS,
    • 5 replies
    • 957 views

  23. SIMPLE

    By PS,
    • 1 reply
    • 598 views

  24. 2021 Termination, assets keep coming back

    By Basically,
    • 5 replies
    • 1.2k views

  25. SIMPLE

    By PS,
    • 8 replies
    • 959 views

  26. Springing Safe Harbor

    By PS,
    • 5 replies
    • 782 views
    • PS
    • PS

  27. Board Resolution to terminate plan?

    By AnnCK,
    • 13 replies
    • 2.8k views

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

    By David Peckham,
    • 1 reply
    • 600 views

  29. Stable Value Fund

    By PS,
    • 5 replies
    • 1.8k views

  30. Asset Sale -Plan Termination

    By thepensionmaven,
    • 10 replies
    • 1.9k views

  31. Amendment

    By PS,
    • 7 replies
    • 1.2k views
    • EBP
    • EBP

  32. Terminating plan - Unknown

    By PS,
    • 5 replies
    • 760 views

  33. Employer incentive and employer Match

    By PS,
    • 0 replies
    • 308 views
    • PS
    • PS

  34. Rolling Over Excess Assets To A Qualified Replacement Plan

    By Lucky32,
    • 9 replies
    • 1.6k views

  35. Defined Benefit Termination - $0 Accrued Benefit

    By pixiebear,
    • 3 replies
    • 898 views

  36. Plan termination - plan had been a large plan

    By Pammie57,
    • 3 replies
    • 586 views

  37. Late PBGC Form 500

    By Dalai Pookah,
    • 1 reply
    • 605 views

  38. Stock sale - contribution

    By PS,
    • 3 replies
    • 627 views

  39. Acquisition and Cycle 3 Restatement

    By msmith,
    • 4 replies
    • 878 views

  40. Asset Acquisition

    By PS,
    • 8 replies
    • 1.3k views
    • PS
    • PS

  41. Stock acquisition/Controlled group

    By PS,
    • 3 replies
    • 751 views
    • PS
    • PS

  42. 1099-NEC form

    By PS,
    • 8 replies
    • 1.5k views
    • PS
    • PS

  43. Forfeiture balance

    By PS,
    • 5 replies
    • 1.4k views
    • Bri
    • Bri

  44. In Kind Distributions

    By AmyETPA,
    • 4 replies
    • 1.6k views

  45. Plan Termination - vesting

    By Lou81,
    • 4 replies
    • 792 views

  46. Profit Sharing

    By PS,
    • 5 replies
    • 1.7k views
    • PS
    • PS

  47. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 882 views

  48. Vesting - 5 year break in service

    By PS,
    • 7 replies
    • 2.9k views
    • PS
    • PS

  49. Successor plan

    By PS,
    • 1 reply
    • 736 views

  50. Safe Harbor portion

    By PS,
    • 4 replies
    • 795 views
    • PS
    • PS
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