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Plan Terminations

1,070 topics in this forum

  1. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.4k views

  2. Excess contribution ( profit sharing)

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

  3. 401k limit

    By PS,
    • 6 replies
    • 1.4k views

  4. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  5. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 578 views

  6. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 599 views

  7. Non Prototype plan

    By PS,
    • 2 replies
    • 616 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 867 views

  9. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 976 views

  10. Plan termination - Term date

    By PS,
    • 2 replies
    • 564 views
    • PS
    • PS

  11. True up

    By PS,
    • 3 replies
    • 572 views

  12. Money Purchase Plan

    By PS,
    • 10 replies
    • 958 views
    • PS
    • PS

  13. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 531 views

  14. Name Change

    By PS,
    • 2 replies
    • 696 views
    • PS
    • PS

  15. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  16. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 935 views
    • PS
    • PS

  17. 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
    • 376 views

  18. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 497 views
    • PS
    • PS

  19. CARES-ACT

    By PS,
    • 3 replies
    • 763 views

  20. Amendment

    By PS,
    • 4 replies
    • 952 views
    • PS
    • PS

  21. SMM

    By PS,
    • 6 replies
    • 842 views
    • PS
    • PS

  22. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 687 views

  23. Forfeiture account

    By PS,
    • 13 replies
    • 1.9k views

  24. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 651 views

  25. CARES ACT

    By PS,
    • 4 replies
    • 685 views
    • PS
    • PS

  26. Plan termination

    By PS,
    • 4 replies
    • 798 views
    • PS
    • PS

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

    By MaryMcConnell,
    • 5 replies
    • 1.3k views

  28. QPLO

    By PS,
    • 0 replies
    • 275 views
    • PS
    • PS

  29. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 889 views

  30. 3(15) service

    By PS,
    • 8 replies
    • 638 views
    • PS
    • PS

  31. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 605 views

  32. Vesting

    By PS,
    • 9 replies
    • 3.1k views
    • PS
    • PS

  33. Estate account

    By PS,
    • 6 replies
    • 1.1k views

  34. RMD

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

  35. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 872 views

  36. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 352 views

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

    By Lou S.,
    • 1 reply
    • 733 views

  38. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1k views

  39. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 634 views

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

    By lcollins300,   
    • 1 reply
    • 770 views

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

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 767 views

  43. 403 B Plan termination

    By PS,
    • 2 replies
    • 937 views
    • PS
    • PS

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

    By TPA Bob,   
    • 2 replies
    • 698 views

  45. Partnership Dissolution - Safe Harbor 401(k) Plan

    By JRN,
    • 1 reply
    • 579 views

  46. Final 945 form filing

    By pmacduff,
    • 2 replies
    • 470 views

  47. Amendment after termination date

    By imchipbrown,
    • 2 replies
    • 1.2k views

  48. Plan Closure

    By thepensionmaven,
    • 3 replies
    • 1k views

  49. to vest or not to vest - DC plan

    By Jakyasar,
    • 2 replies
    • 396 views

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

    By KJJ-TPA,
    • 15 replies
    • 2.3k views
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