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Plan Terminations

1,071 topics in this forum

  1. Termination - PBGC

    By PS,
    • 4 replies
    • 777 views
    • PS
    • PS

  2. 16b indicator

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

  3. Excess contribution ( profit sharing)

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

  4. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 419 views

  5. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.5k views

  6. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 954 views

  7. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  8. 401k limit

    By PS,
    • 6 replies
    • 1.5k views

  9. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 602 views

  10. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 615 views

  11. Non Prototype plan

    By PS,
    • 2 replies
    • 629 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 877 views

  13. True up

    By PS,
    • 3 replies
    • 589 views

  14. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 991 views

  15. Plan termination - Term date

    By PS,
    • 2 replies
    • 584 views
    • PS
    • PS

  16. Money Purchase Plan

    By PS,
    • 10 replies
    • 995 views
    • PS
    • PS

  17. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 549 views

  18. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 696 views

  19. Name Change

    By PS,
    • 2 replies
    • 730 views
    • PS
    • PS

  20. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  21. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 962 views
    • PS
    • PS

  22. 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
    • 391 views

  23. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 509 views
    • PS
    • PS

  24. CARES-ACT

    By PS,
    • 3 replies
    • 781 views

  25. SMM

    By PS,
    • 6 replies
    • 863 views
    • PS
    • PS

  26. Amendment

    By PS,
    • 4 replies
    • 966 views
    • PS
    • PS

  27. Forfeiture account

    By PS,
    • 13 replies
    • 2k views

  28. CARES ACT

    By PS,
    • 4 replies
    • 694 views
    • PS
    • PS

  29. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 674 views

  30. Plan termination

    By PS,
    • 4 replies
    • 819 views
    • PS
    • PS

  31. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 906 views

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

    By MaryMcConnell,
    • 5 replies
    • 1.3k views

  33. 3(15) service

    By PS,
    • 8 replies
    • 660 views
    • PS
    • PS

  34. QPLO

    By PS,
    • 0 replies
    • 286 views
    • PS
    • PS

  35. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 621 views

  36. Vesting

    By PS,
    • 9 replies
    • 3.3k views
    • PS
    • PS

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

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

  38. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1k views

  39. Estate account

    By PS,
    • 6 replies
    • 1.1k views

  40. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 907 views

  41. RMD

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

  42. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 362 views

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

    By Lou S.,
    • 1 reply
    • 755 views

  44. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1k views

  45. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 647 views

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

    By lcollins300,   
    • 1 reply
    • 780 views

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

    By BG5150,
    • 7 replies
    • 1.1k views

  48. 403 B Plan termination

    By PS,
    • 2 replies
    • 960 views
    • PS
    • PS

  49. PBGC 500 - excess assets to be transferred to QRP - qualified replacement plan - help with completion

    By Jakyasar,
    • 2 replies
    • 790 views

  50. Plan Termination, Going to PEO, Replacement Plan Rules

    By TPA Bob,   
    • 2 replies
    • 721 views
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