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Plan Terminations

1,075 topics in this forum

  1. Successor Plan

    By PS,
    • 8 replies
    • 1.5k views
    • PS
    • PS

  2. Termination - PBGC

    By PS,
    • 4 replies
    • 792 views
    • PS
    • PS

  3. 16b indicator

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

  4. Qualified Replacement Plan More Than One

    By Ananda,
    • 0 replies
    • 429 views

  5. Partial Plan Termination

    By Pammie57,
    • 3 replies
    • 997 views

  6. Plan term < restatement period; restatement needed?

    By TPApril,
    • 3 replies
    • 1.5k views

  7. Excess contribution ( profit sharing)

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

  8. 401k limit

    By PS,
    • 6 replies
    • 1.6k views

  9. Volume Submitter Plan Termination

    By Ananda,
    • 8 replies
    • 1.3k views

  10. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH,
    • 1 reply
    • 622 views

  11. Form 6088 and unfunded DB Plan

    By Ananda,
    • 1 reply
    • 642 views

  12. Non Prototype plan

    By PS,
    • 2 replies
    • 676 views
    • PS
    • PS

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

    By BG5150,
    • 5 replies
    • 889 views

  14. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1k views

  15. Plan termination - Term date

    By PS,
    • 2 replies
    • 595 views
    • PS
    • PS

  16. True up

    By PS,
    • 3 replies
    • 606 views

  17. Money Purchase Plan

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

  18. Form 5310 "Procedural Requirements Checklist"

    By Ananda,
    • 2 replies
    • 575 views

  19. Name Change

    By PS,
    • 2 replies
    • 793 views
    • PS
    • PS

  20. After-Tax

    By PS,
    • 5 replies
    • 1.6k views

  21. UNITED STATES v. WINDSOR

    By PS,
    • 3 replies
    • 980 views
    • PS
    • PS

  22. 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
    • 408 views

  23. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 530 views
    • PS
    • PS

  24. CARES-ACT

    By PS,
    • 3 replies
    • 798 views

  25. Amendment

    By PS,
    • 4 replies
    • 980 views
    • PS
    • PS

  26. SMM

    By PS,
    • 6 replies
    • 883 views
    • PS
    • PS

  27. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra,
    • 3 replies
    • 719 views

  28. Forfeiture account

    By PS,
    • 13 replies
    • 2k views

  29. Form 6088 for frozen plan

    By Randee Sekol,   
    • 1 reply
    • 689 views

  30. CARES ACT

    By PS,
    • 4 replies
    • 710 views
    • PS
    • PS

  31. Plan termination

    By PS,
    • 4 replies
    • 831 views
    • PS
    • PS

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

    By MaryMcConnell,
    • 5 replies
    • 1.3k views

  33. QPLO

    By PS,
    • 0 replies
    • 301 views
    • PS
    • PS

  34. Safe Harbor Plan Termination

    By AmyETPA,
    • 2 replies
    • 921 views

  35. 3(15) service

    By PS,
    • 8 replies
    • 677 views
    • PS
    • PS

  36. Testing a terminating plan

    By TMcfall,
    • 2 replies
    • 638 views

  37. Vesting

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

  38. Estate account

    By PS,
    • 6 replies
    • 1.1k views

  39. RMD

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

  40. Successor plan rules and one participant plans

    By TMcfall,
    • 4 replies
    • 938 views

  41. Partial Termination - Vesting Requirements

    By Basil,
    • 0 replies
    • 375 views

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

    By Lou S.,
    • 1 reply
    • 772 views

  43. DB Plan Termination Problem

    By dpav,
    • 3 replies
    • 1.1k views

  44. Government contract canceled, did PPT occur?

    By thopkins,
    • 3 replies
    • 663 views

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

    By lcollins300,   
    • 1 reply
    • 801 views

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

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 803 views

  48. 403 B Plan termination

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

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

    By TPA Bob,   
    • 2 replies
    • 758 views

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

    By JRN,
    • 1 reply
    • 613 views
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