Plan Terminations

1,069 topics in this forum

1. Excise tax on Qualified Replacement Plan after 7 years

   By Renee H, October 4, 2022
   • 9 replies
   • 2.1k views
   • 
   • Jakyasar
   • October 25, 2022

2. Safe harbor notice

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

3. PEP Plan Termination

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

4. Short plan year payroll year

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

5. Asset Sale

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

6. ESOP Termination - Merger/Acquisition

   By PS, September 15, 2022
   • 5 replies
   • 1.6k views
   • 
   • A Shot in the Dark
   • September 15, 2022

7. Pooled employer plan

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

8. Term date

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

9. PBGC Plan Term filing after annuities purchased

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

10. Safe Harbor Non-elective

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

11. Orphan Plan - How to appoint a new trustee

    By Trisports, August 17, 2022
    • 10 replies
    • 1.4k views
    • 
    • Albert F
    • August 23, 2022

12. Deemed Defaulted

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

13. Timing of Distributions after Plan Termination

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

14. Employee notice requirement for profit sharing plan

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

15. Short plan year

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

16. Re-allocation

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

17. SIMPLE

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

18. 2021 Termination, assets keep coming back

    By Basically, July 20, 2022
    • 5 replies
    • 1.1k views
    • 
    • Ebplans
    • July 21, 2022

19. SIMPLE

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

20. Springing Safe Harbor

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

21. Board Resolution to terminate plan?

    By AnnCK, June 29, 2022
    • 13 replies
    • 2.6k views
    • 
    • Barry Levy
    • June 30, 2022

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

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

23. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.7k views
    • 
    • Pam Shoup
    • June 22, 2022

24. Asset Sale -Plan Termination

    By thepensionmaven, May 19, 2022
    • 10 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 22, 2022

25. Amendment

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

26. Terminating plan - Unknown

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

27. Employer incentive and employer Match

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

28. Rolling Over Excess Assets To A Qualified Replacement Plan

    By Lucky32, April 14, 2022
    • 9 replies
    • 1.5k views
    • 
    • Bri
    • May 20, 2022

29. Defined Benefit Termination - $0 Accrued Benefit

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

30. Plan termination - plan had been a large plan

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

31. Late PBGC Form 500

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

32. Stock sale - contribution

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

33. Acquisition and Cycle 3 Restatement

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

34. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 1.2k views
    • 
    • PS
    • March 23, 2022

35. Stock acquisition/Controlled group

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

36. 1099-NEC form

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

37. Forfeiture balance

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

38. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • February 28, 2022

39. Plan Termination - vesting

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

40. Profit Sharing

    By PS, February 8, 2022
    • 5 replies
    • 1.6k views
    • 
    • PS
    • February 18, 2022

41. Plan terminated mid-year - Question on census

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

42. Vesting - 5 year break in service

    By PS, January 31, 2022
    • 7 replies
    • 2.8k views
    • 
    • PS
    • February 7, 2022

43. Successor plan

    By PS, January 27, 2022
    • 1 reply
    • 706 views
    • 
    • CuseFan
    • January 27, 2022

44. Safe Harbor portion

    By PS, January 26, 2022
    • 4 replies
    • 770 views
    • 
    • PS
    • January 27, 2022

45. Successor Plan

    By PS, January 21, 2022
    • 8 replies
    • 1.4k views
    • 
    • PS
    • January 25, 2022

46. Termination - PBGC

    By PS, January 13, 2022
    • 4 replies
    • 758 views
    • 
    • PS
    • January 14, 2022

47. 16b indicator

    By PS, November 30, 2021
    • 8 replies
    • 1.6k views
    • 
    • PS
    • December 2, 2021

48. Qualified Replacement Plan More Than One

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

49. Partial Plan Termination

    By Pammie57, November 15, 2021
    • 3 replies
    • 923 views
    • 
    • Luke Bailey
    • November 16, 2021

50. Plan term < restatement period; restatement needed?

    By TPApril, November 13, 2021
    • 3 replies
    • 1.4k views
    • 
    • ugueth
    • November 16, 2021