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Plan Terminations

1,079 topics in this forum

  1. In Kind Distributions

    By AmyETPA,
    • 4 replies
    • 2k views

  2. Profit Sharing

    By PS,
    • 5 replies
    • 2.1k views
    • PS
    • PS

  3. Plan Termination - vesting

    By Lou81,
    • 4 replies
    • 984 views

  4. Vesting - 5 year break in service

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

  5. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 1.1k views

  6. Safe Harbor portion

    By PS,
    • 4 replies
    • 967 views
    • PS
    • PS

  7. Successor plan

    By PS,
    • 1 reply
    • 953 views

  8. Successor Plan

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

  9. Termination - PBGC

    By PS,
    • 4 replies
    • 987 views
    • PS
    • PS

  10. 16b indicator

    By PS,
    • 8 replies
    • 2.2k views
    • PS
    • PS

  11. Excess contribution ( profit sharing)

    By PS,
    • 23 replies
    • 2.1k views
    • PS
    • PS

  12. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 573 views

  13. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.7k views

  14. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 1.4k views

  15. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.7k views

  16. 401k limit

    By PS,
    • 6 replies
    • 1.9k views

  17. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 876 views

  18. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 879 views

  19. Non Prototype plan

    By PS,
    • 2 replies
    • 930 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 1.1k views

  21. True up

    By PS,
    • 3 replies
    • 833 views

  22. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1.3k views

  23. Plan termination - Term date

    By PS,
    • 2 replies
    • 717 views
    • PS
    • PS

  24. Money Purchase Plan

    By PS,
    • 10 replies
    • 1.3k views
    • PS
    • PS

  25. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 866 views

  26. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 951 views

  27. Name Change

    By PS,
    • 2 replies
    • 1.3k views
    • PS
    • PS

  28. After-Tax

    By PS,
    • 5 replies
    • 1.9k views

  29. UNITED STATES v. WINDSOR

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

  30. 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
    • 520 views

  31. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 726 views
    • PS
    • PS

  32. CARES-ACT

    By PS,
    • 3 replies
    • 1k views

  33. SMM

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

  34. Amendment

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

  35. Forfeiture account

    By PS,
    • 13 replies
    • 2.7k views

  36. CARES ACT

    By PS,
    • 4 replies
    • 856 views
    • PS
    • PS

  37. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 824 views

  38. Plan termination

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

  39. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 1.1k views

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

    By MaryMcConnell,
    • 5 replies
    • 1.5k views

  41. 3(15) service

    By PS,
    • 8 replies
    • 888 views
    • PS
    • PS

  42. QPLO

    By PS,
    • 0 replies
    • 508 views
    • PS
    • PS

  43. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 833 views

  44. Vesting

    By PS,
    • 9 replies
    • 4.9k views
    • PS
    • PS

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

    By KJJ-TPA,
    • 15 replies
    • 3.1k views

  46. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  47. Estate account

    By PS,
    • 6 replies
    • 1.4k views

  48. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 1.4k views

  49. RMD

    By PS,
    • 2 replies
    • 1.4k views
    • PS
    • PS

  50. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 580 views
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