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Plan Terminations

1,074 topics in this forum

  1. Termination - PBGC

    By PS,
    • 4 replies
    • 786 views
    • PS
    • PS

  2. 16b indicator

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

  3. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 424 views

  4. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 976 views

  5. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.5k views

  6. Excess contribution ( profit sharing)

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

  7. 401k limit

    By PS,
    • 6 replies
    • 1.5k views

  8. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  9. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 608 views

  10. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 624 views

  11. Non Prototype plan

    By PS,
    • 2 replies
    • 650 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 883 views

  13. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1k views

  14. Plan termination - Term date

    By PS,
    • 2 replies
    • 588 views
    • PS
    • PS

  15. True up

    By PS,
    • 3 replies
    • 595 views

  16. Money Purchase Plan

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

  17. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 558 views

  18. Name Change

    By PS,
    • 2 replies
    • 749 views
    • PS
    • PS

  19. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  20. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 968 views
    • PS
    • PS

  21. 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
    • 398 views

  22. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 515 views
    • PS
    • PS

  23. CARES-ACT

    By PS,
    • 3 replies
    • 786 views

  24. Amendment

    By PS,
    • 4 replies
    • 970 views
    • PS
    • PS

  25. SMM

    By PS,
    • 6 replies
    • 874 views
    • PS
    • PS

  26. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 707 views

  27. Forfeiture account

    By PS,
    • 13 replies
    • 2k views

  28. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 680 views

  29. CARES ACT

    By PS,
    • 4 replies
    • 701 views
    • PS
    • PS

  30. Plan termination

    By PS,
    • 4 replies
    • 821 views
    • PS
    • PS

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

    By MaryMcConnell,
    • 5 replies
    • 1.3k views

  32. QPLO

    By PS,
    • 0 replies
    • 291 views
    • PS
    • PS

  33. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 910 views

  34. 3(15) service

    By PS,
    • 8 replies
    • 665 views
    • PS
    • PS

  35. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 629 views

  36. Vesting

    By PS,
    • 9 replies
    • 3.4k views
    • PS
    • PS

  37. Estate account

    By PS,
    • 6 replies
    • 1.1k views

  38. RMD

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

  39. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 920 views

  40. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 367 views

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

    By Lou S.,
    • 1 reply
    • 762 views

  42. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1.1k views

  43. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 652 views

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

    By lcollins300,   
    • 1 reply
    • 784 views

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

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 795 views

  47. 403 B Plan termination

    By PS,
    • 2 replies
    • 976 views
    • PS
    • PS

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

    By TPA Bob,   
    • 2 replies
    • 730 views

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

    By JRN,
    • 1 reply
    • 604 views

  50. Final 945 form filing

    By pmacduff,
    • 2 replies
    • 517 views
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