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Plan Terminations

1,074 topics in this forum

  1. Safe Harbor portion

    By PS,
    • 4 replies
    • 786 views
    • PS
    • PS

  2. Successor plan

    By PS,
    • 1 reply
    • 725 views

  3. Successor Plan

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

  4. Termination - PBGC

    By PS,
    • 4 replies
    • 785 views
    • PS
    • PS

  5. 16b indicator

    By PS,
    • 8 replies
    • 1.6k views
    • PS
    • PS

  6. Excess contribution ( profit sharing)

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

  7. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 424 views

  8. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.5k views

  9. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 975 views

  10. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  11. 401k limit

    By PS,
    • 6 replies
    • 1.5k views

  12. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 607 views

  13. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 622 views

  14. Non Prototype plan

    By PS,
    • 2 replies
    • 648 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 883 views

  16. True up

    By PS,
    • 3 replies
    • 594 views

  17. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1k views

  18. Plan termination - Term date

    By PS,
    • 2 replies
    • 587 views
    • PS
    • PS

  19. Money Purchase Plan

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

  20. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 557 views

  21. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 706 views

  22. Name Change

    By PS,
    • 2 replies
    • 746 views
    • PS
    • PS

  23. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  24. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 967 views
    • PS
    • PS

  25. 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
    • 397 views

  26. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 514 views
    • PS
    • PS

  27. CARES-ACT

    By PS,
    • 3 replies
    • 785 views

  28. SMM

    By PS,
    • 6 replies
    • 873 views
    • PS
    • PS

  29. Amendment

    By PS,
    • 4 replies
    • 968 views
    • PS
    • PS

  30. Forfeiture account

    By PS,
    • 13 replies
    • 2k views

  31. CARES ACT

    By PS,
    • 4 replies
    • 700 views
    • PS
    • PS

  32. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 679 views

  33. Plan termination

    By PS,
    • 4 replies
    • 821 views
    • PS
    • PS

  34. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 909 views

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

    By MaryMcConnell,
    • 5 replies
    • 1.3k views

  36. 3(15) service

    By PS,
    • 8 replies
    • 664 views
    • PS
    • PS

  37. QPLO

    By PS,
    • 0 replies
    • 290 views
    • PS
    • PS

  38. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 628 views

  39. Vesting

    By PS,
    • 9 replies
    • 3.4k views
    • PS
    • PS

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

    By KJJ-TPA,
    • 15 replies
    • 2.4k views

  41. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1k views

  42. Estate account

    By PS,
    • 6 replies
    • 1.1k views

  43. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 919 views

  44. RMD

    By PS,
    • 2 replies
    • 1.1k views
    • PS
    • PS

  45. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 366 views

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

    By Lou S.,
    • 1 reply
    • 762 views

  47. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1.1k views

  48. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 652 views

  49. Terminated Plan Assets Roll into New Plan Under Same Control Group - Unrelated or Related?

    By lcollins300,   
    • 1 reply
    • 783 views

  50. Terminating Money Purcahse Plans--Lost Participants and Spousal Consent

    By BG5150,
    • 7 replies
    • 1.1k views
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