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Plan Terminations

1,075 topics in this forum

  1. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 881 views

  2. Safe Harbor portion

    By PS,
    • 4 replies
    • 794 views
    • PS
    • PS

  3. Successor plan

    By PS,
    • 1 reply
    • 734 views

  4. Successor Plan

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

  5. Termination - PBGC

    By PS,
    • 4 replies
    • 792 views
    • PS
    • PS

  6. 16b indicator

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

  7. Excess contribution ( profit sharing)

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

  8. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 429 views

  9. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.5k views

  10. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 997 views

  11. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  12. 401k limit

    By PS,
    • 6 replies
    • 1.6k views

  13. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 622 views

  14. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 642 views

  15. Non Prototype plan

    By PS,
    • 2 replies
    • 676 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 889 views

  17. True up

    By PS,
    • 3 replies
    • 606 views

  18. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1k views

  19. Plan termination - Term date

    By PS,
    • 2 replies
    • 595 views
    • PS
    • PS

  20. Money Purchase Plan

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

  21. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 575 views

  22. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 719 views

  23. Name Change

    By PS,
    • 2 replies
    • 793 views
    • PS
    • PS

  24. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  25. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 980 views
    • PS
    • PS

  26. 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
    • 408 views

  27. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 530 views
    • PS
    • PS

  28. CARES-ACT

    By PS,
    • 3 replies
    • 798 views

  29. SMM

    By PS,
    • 6 replies
    • 883 views
    • PS
    • PS

  30. Amendment

    By PS,
    • 4 replies
    • 980 views
    • PS
    • PS

  31. Forfeiture account

    By PS,
    • 13 replies
    • 2k views

  32. CARES ACT

    By PS,
    • 4 replies
    • 710 views
    • PS
    • PS

  33. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 689 views

  34. Plan termination

    By PS,
    • 4 replies
    • 831 views
    • PS
    • PS

  35. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 921 views

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

    By MaryMcConnell,
    • 5 replies
    • 1.3k views

  37. 3(15) service

    By PS,
    • 8 replies
    • 677 views
    • PS
    • PS

  38. QPLO

    By PS,
    • 0 replies
    • 301 views
    • PS
    • PS

  39. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 639 views

  40. Vesting

    By PS,
    • 9 replies
    • 3.5k views
    • PS
    • PS

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

    By KJJ-TPA,
    • 15 replies
    • 2.5k views

  42. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1k views

  43. Estate account

    By PS,
    • 6 replies
    • 1.1k views

  44. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 938 views

  45. RMD

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

  46. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 375 views

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

    By Lou S.,
    • 1 reply
    • 772 views

  48. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1.1k views

  49. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 663 views

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

    By lcollins300,   
    • 1 reply
    • 801 views
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