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Plan Terminations

1,076 topics in this forum

  1. Vesting - 5 year break in service

    By PS,
    • 7 replies
    • 3k views
    • PS
    • PS

  2. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 909 views

  3. Safe Harbor portion

    By PS,
    • 4 replies
    • 811 views
    • PS
    • PS

  4. Successor plan

    By PS,
    • 1 reply
    • 753 views

  5. Successor Plan

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

  6. Termination - PBGC

    By PS,
    • 4 replies
    • 812 views
    • PS
    • PS

  7. 16b indicator

    By PS,
    • 8 replies
    • 1.8k views
    • PS
    • PS

  8. Excess contribution ( profit sharing)

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

  9. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 443 views

  10. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.5k views

  11. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 1.1k views

  12. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  13. 401k limit

    By PS,
    • 6 replies
    • 1.6k views

  14. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 657 views

  15. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 669 views

  16. Non Prototype plan

    By PS,
    • 2 replies
    • 704 views
    • PS
    • PS

  17. Plan term, participant not lost, can they be forced out?

    By BG5150,
    • 5 replies
    • 904 views

  18. True up

    By PS,
    • 3 replies
    • 624 views

  19. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1.1k views

  20. Plan termination - Term date

    By PS,
    • 2 replies
    • 608 views
    • PS
    • PS

  21. Money Purchase Plan

    By PS,
    • 10 replies
    • 1k views
    • PS
    • PS

  22. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 594 views

  23. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 737 views

  24. Name Change

    By PS,
    • 2 replies
    • 849 views
    • PS
    • PS

  25. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  26. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 996 views
    • PS
    • PS

  27. Terminating Plan is Surviving Plan of Several Previous Plan Mergers - How far back to go with Answer to Line 12 on 5310?

    By Centerstage,   
    • 0 replies
    • 419 views

  28. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 542 views
    • PS
    • PS

  29. CARES-ACT

    By PS,
    • 3 replies
    • 812 views

  30. SMM

    By PS,
    • 6 replies
    • 933 views
    • PS
    • PS

  31. Amendment

    By PS,
    • 4 replies
    • 994 views
    • PS
    • PS

  32. Forfeiture account

    By PS,
    • 13 replies
    • 2.1k views

  33. CARES ACT

    By PS,
    • 4 replies
    • 724 views
    • PS
    • PS

  34. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 712 views

  35. Plan termination

    By PS,
    • 4 replies
    • 847 views
    • PS
    • PS

  36. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 933 views

  37. DC Plan Termination and Post PPA (Cycle 3) Restatement

    By MaryMcConnell,
    • 5 replies
    • 1.4k views

  38. 3(15) service

    By PS,
    • 8 replies
    • 692 views
    • PS
    • PS

  39. QPLO

    By PS,
    • 0 replies
    • 317 views
    • PS
    • PS

  40. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 657 views

  41. Vesting

    By PS,
    • 9 replies
    • 3.8k views
    • PS
    • PS

  42. Anti-Cutback Issue for Mid-Year Safe Harbor Plan Termination Due to a Stock Sale

    By KJJ-TPA,
    • 15 replies
    • 2.6k views

  43. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  44. Estate account

    By PS,
    • 6 replies
    • 1.2k views

  45. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 972 views

  46. RMD

    By PS,
    • 2 replies
    • 1.2k views
    • PS
    • PS

  47. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 389 views

  48. Terminating Safe Harbor 410(k) Plan Mid year - Retain SH status?

    By Lou S.,
    • 1 reply
    • 800 views

  49. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1.1k views

  50. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 694 views
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