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Plan Terminations

1,077 topics in this forum

  1. Plan Termination - vesting

    By Lou81,
    • 4 replies
    • 885 views

  2. Vesting - 5 year break in service

    By PS,
    • 7 replies
    • 3.2k views
    • PS
    • PS

  3. Plan terminated mid-year - Question on census

    By Pammie57,
    • 3 replies
    • 973 views

  4. Safe Harbor portion

    By PS,
    • 4 replies
    • 880 views
    • PS
    • PS

  5. Successor plan

    By PS,
    • 1 reply
    • 811 views

  6. Successor Plan

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

  7. Termination - PBGC

    By PS,
    • 4 replies
    • 866 views
    • PS
    • PS

  8. 16b indicator

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

  9. Excess contribution ( profit sharing)

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

  10. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 487 views

  11. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.6k views

  12. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 1.2k views

  13. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.4k views

  14. 401k limit

    By PS,
    • 6 replies
    • 1.8k views

  15. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 707 views

  16. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 718 views

  17. Non Prototype plan

    By PS,
    • 2 replies
    • 760 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 959 views

  19. True up

    By PS,
    • 3 replies
    • 678 views

  20. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1.1k views

  21. Plan termination - Term date

    By PS,
    • 2 replies
    • 653 views
    • PS
    • PS

  22. Money Purchase Plan

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

  23. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 659 views

  24. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 791 views

  25. Name Change

    By PS,
    • 2 replies
    • 943 views
    • PS
    • PS

  26. After-Tax

    By PS,
    • 5 replies
    • 1.7k views

  27. UNITED STATES v. WINDSOR

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

  28. 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
    • 457 views

  29. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 590 views
    • PS
    • PS

  30. CARES-ACT

    By PS,
    • 3 replies
    • 866 views

  31. SMM

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

  32. Amendment

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

  33. Forfeiture account

    By PS,
    • 13 replies
    • 2.3k views

  34. CARES ACT

    By PS,
    • 4 replies
    • 781 views
    • PS
    • PS

  35. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 762 views

  36. Plan termination

    By PS,
    • 4 replies
    • 904 views
    • PS
    • PS

  37. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 991 views

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

    By MaryMcConnell,
    • 5 replies
    • 1.4k views

  39. 3(15) service

    By PS,
    • 8 replies
    • 755 views
    • PS
    • PS

  40. QPLO

    By PS,
    • 0 replies
    • 364 views
    • PS
    • PS

  41. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 719 views

  42. Vesting

    By PS,
    • 9 replies
    • 4.2k views
    • PS
    • PS

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

    By KJJ-TPA,
    • 15 replies
    • 2.8k views

  44. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  45. Estate account

    By PS,
    • 6 replies
    • 1.2k views

  46. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 1.1k views

  47. RMD

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

  48. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 429 views

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

    By Lou S.,
    • 1 reply
    • 864 views

  50. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1.2k views
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