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Plan Terminations

1,078 topics in this forum

  1. Profit Sharing

    By PS,
    • 5 replies
    • 1.9k views
    • PS
    • PS

  2. Plan Termination - vesting

    By Lou81,
    • 4 replies
    • 896 views

  3. Vesting - 5 year break in service

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

  4. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 984 views

  5. Safe Harbor portion

    By PS,
    • 4 replies
    • 894 views
    • PS
    • PS

  6. Successor plan

    By PS,
    • 1 reply
    • 821 views

  7. Successor Plan

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

  8. Termination - PBGC

    By PS,
    • 4 replies
    • 877 views
    • PS
    • PS

  9. 16b indicator

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

  10. Excess contribution ( profit sharing)

    By PS,
    • 23 replies
    • 1.9k views
    • PS
    • PS

  11. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 508 views

  12. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.6k views

  13. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 1.2k views

  14. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.5k views

  15. 401k limit

    By PS,
    • 6 replies
    • 1.8k views

  16. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 716 views

  17. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 730 views

  18. Non Prototype plan

    By PS,
    • 2 replies
    • 772 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 974 views

  20. True up

    By PS,
    • 3 replies
    • 687 views

  21. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1.1k views

  22. Plan termination - Term date

    By PS,
    • 2 replies
    • 661 views
    • PS
    • PS

  23. Money Purchase Plan

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

  24. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 672 views

  25. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 806 views

  26. Name Change

    By PS,
    • 2 replies
    • 966 views
    • PS
    • PS

  27. After-Tax

    By PS,
    • 5 replies
    • 1.7k views

  28. UNITED STATES v. WINDSOR

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

  29. 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
    • 469 views

  30. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 600 views
    • PS
    • PS

  31. CARES-ACT

    By PS,
    • 3 replies
    • 877 views

  32. SMM

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

  33. Amendment

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

  34. Forfeiture account

    By PS,
    • 13 replies
    • 2.4k views

  35. CARES ACT

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

  36. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 777 views

  37. Plan termination

    By PS,
    • 4 replies
    • 915 views
    • PS
    • PS

  38. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 1k views

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

    By MaryMcConnell,
    • 5 replies
    • 1.4k views

  40. 3(15) service

    By PS,
    • 8 replies
    • 759 views
    • PS
    • PS

  41. QPLO

    By PS,
    • 0 replies
    • 373 views
    • PS
    • PS

  42. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 741 views

  43. Vesting

    By PS,
    • 9 replies
    • 4.4k views
    • PS
    • PS

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

    By KJJ-TPA,
    • 15 replies
    • 2.9k views

  45. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  46. Estate account

    By PS,
    • 6 replies
    • 1.2k views

  47. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 1.1k views

  48. RMD

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

  49. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 443 views

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

    By Lou S.,
    • 1 reply
    • 879 views
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