Plan Terminations

1,079 topics in this forum

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

   By Lou S., June 14, 2021
   • 1 reply
   • 925 views
   • 
   • C. B. Zeller
   • June 14, 2021

2. DB Plan Termination Problem

   By dpav, May 26, 2021
   • 3 replies
   • 1.2k views
   • 
   • dpav
   • May 27, 2021

3. Government contract canceled, did PPT occur?

   By thopkins, May 11, 2021
   • 3 replies
   • 837 views
   • 
   • thopkins
   • May 11, 2021

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

   By lcollins300, May 10, 2021   

   • related rollover
   • 1 reply
   • 939 views
   • 
   • CuseFan
   • May 11, 2021

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

   By BG5150, April 19, 2021
   • 7 replies
   • 1.3k views
   • 
   • Bird
   • May 7, 2021

6. 403 B Plan termination

   By PS, March 4, 2021
   • 2 replies
   • 1.3k views
   • 
   • PS
   • March 17, 2021

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

   By Jakyasar, March 4, 2021
   • 2 replies
   • 942 views
   • 
   • Jakyasar
   • March 5, 2021

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

   By TPA Bob, February 23, 2021   

   • peo
   • replacement plan
   • 2 replies
   • 920 views
   • 
   • TPA Bob
   • February 24, 2021

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

   By JRN, February 6, 2021
   • 1 reply
   • 733 views
   • 
   • Bird
   • February 8, 2021

10. Final 945 form filing

    By pmacduff, January 21, 2021
    • 2 replies
    • 674 views
    • 
    • vacat
    • January 30, 2021

11. Amendment after termination date

    By imchipbrown, January 20, 2021
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • January 20, 2021

12. to vest or not to vest - DC plan

    By Jakyasar, December 28, 2020
    • 2 replies
    • 531 views
    • 
    • Jakyasar
    • December 29, 2020

13. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 2.3k views
    • 
    • Jakyasar
    • October 26, 2020

14. Distributions restricted by Office of Foreign Access Control

    By ConnieStorer, October 15, 2020
    • 7 replies
    • 1k views
    • 
    • ConnieStorer
    • October 19, 2020

15. 415 Limits for terminated plan

    By cpc0506, October 1, 2020
    • 2 replies
    • 963 views
    • 
    • BG5150
    • October 1, 2020

16. Has anyone used the PBGC DC Plan missing participant program?

    By EBP, September 30, 2020
    • 0 replies
    • 683 views
    • 
    • EBP
    • September 30, 2020

17. Terminated PBGC covered cash balance plan unresponsive participant

    By cathyw, September 10, 2020
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • September 10, 2020

18. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 6 replies
    • 8.9k views
    • 
    • JustMe
    • July 29, 2020

19. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 2.6k views
    • 
    • Belgarath
    • July 29, 2020

20. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 5k views
    • 
    • Luke Bailey
    • July 24, 2020

21. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • June 18, 2020

22. Revenue Sharing/credit

    By PS, June 15, 2020
    • 0 replies
    • 575 views
    • 
    • PS
    • June 15, 2020

23. QDRO - Date of Valuation

    By PS, April 23, 2020
    • 3 replies
    • 1.4k views
    • 
    • PS
    • June 15, 2020

24. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • June 4, 2020

25. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 1.5k views
    • 
    • PS
    • April 17, 2020

26. Is 100% vested required?

    By MarZDoates, February 18, 2020
    • 6 replies
    • 2.1k views
    • 
    • Bird
    • February 19, 2020

27. Plan term - roth loan balance

    By pmacduff, January 28, 2020
    • 0 replies
    • 719 views
    • 
    • pmacduff
    • January 28, 2020

28. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2.5k views
    • 
    • Lou S.
    • December 3, 2019

29. Changing the Plan Termination Date

    By emmetttrudy, November 13, 2019
    • 1 reply
    • 911 views
    • 
    • Luke Bailey
    • November 15, 2019

30. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 2.3k views
    • 
    • CuseFan
    • November 1, 2019

31. Terminated Plan, Final 5500, investments remaining

    By Janice F, October 25, 2019
    • 5 replies
    • 2k views
    • 
    • BG5150
    • October 28, 2019

32. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 4.2k views
    • 
    • ERISA-Bubs
    • September 27, 2019

33. Appoint Plan Admin committee members after plan termination?

    By kmhaab, September 20, 2019
    • 7 replies
    • 1.1k views
    • 
    • Larry Starr
    • September 23, 2019

34. Plan termination payouts

    By pmacduff, September 10, 2019
    • 4 replies
    • 1.3k views
    • 
    • Bill Presson
    • September 11, 2019

35. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 1.1k views
    • 
    • John314
    • August 21, 2019

36. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • July 30, 2019

37. vesting on plan termination

    By Draper55, July 22, 2019
    • 1 reply
    • 832 views
    • 
    • 401_noob
    • July 24, 2019

38. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 2.1k views
    • 
    • rocknrolls2
    • June 12, 2019

39. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 7.3k views
    • 
    • Kal
    • June 5, 2019

40. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.4k views
    • 
    • JustnERPA
    • April 16, 2019

41. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 2.9k views
    • 
    • Luke Bailey
    • March 26, 2019

42. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13, 2019
    • 0 replies
    • 675 views
    • 
    • Towanda
    • March 13, 2019

43. Plan Termination and Guardian Plan

    By PS, February 6, 2019
    • 1 reply
    • 874 views
    • 
    • Kevin C
    • February 7, 2019

44. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 2k views
    • 
    • PS
    • February 6, 2019

45. Controlled Group

    By PS, January 18, 2019
    • 5 replies
    • 881 views
    • 
    • Luke Bailey
    • January 18, 2019

46. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.6k views
    • 
    • PS
    • January 16, 2019

47. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 2, 2019

48. stock bonus plan Closely held stock on ESBP Plan Termination

    By MadDog1111, November 29, 2018   

    • plan termination
    • closely held stock
    • (and 2 more)

      Tagged with:

      • plan termination
      • closely held stock
      • employer stock
      • esop
    • 0 replies
    • 742 views
    • 
    • MadDog1111
    • November 29, 2018

49. No filing fee for form 5300, but what about the 5310?

    By katieinny, September 21, 2018
    • 0 replies
    • 957 views
    • 
    • katieinny
    • September 21, 2018

50. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • September 12, 2018