Plan Terminations

1,075 topics in this forum

1. Final 945 form filing

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

2. Amendment after termination date

   By imchipbrown, January 20, 2021
   • 2 replies
   • 1.3k views
   • 
   • imchipbrown
   • January 20, 2021

3. Plan Closure

   By thepensionmaven, December 30, 2020
   • 3 replies
   • 1k views
   • 
   • PeterN
   • July 9, 2021

4. to vest or not to vest - DC plan

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

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

   By KJJ-TPA, November 6, 2020
   • 15 replies
   • 2.5k views
   • 
   • cheersmate
   • July 16, 2021

6. PBGC standard termination

   By Jakyasar, October 22, 2020
   • 6 replies
   • 1.9k views
   • 
   • Jakyasar
   • October 26, 2020

7. Distributions restricted by Office of Foreign Access Control

   By ConnieStorer, October 15, 2020
   • 7 replies
   • 829 views
   • 
   • ConnieStorer
   • October 19, 2020

8. 415 Limits for terminated plan

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

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

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

10. Terminated PBGC covered cash balance plan unresponsive participant

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

11. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 4.6k views
    • 
    • Luke Bailey
    • July 24, 2020

12. Revenue Sharing/credit

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

13. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • June 18, 2020

14. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 1k views
    • 
    • Larry Starr
    • June 4, 2020

15. QDRO - Date of Valuation

    By PS, April 23, 2020
    • 3 replies
    • 1.2k views
    • 
    • PS
    • June 15, 2020

16. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 1.4k views
    • 
    • PS
    • April 17, 2020

17. Is 100% vested required?

    By MarZDoates, February 18, 2020
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • February 19, 2020

18. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • July 29, 2020

19. Plan term - roth loan balance

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

20. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2.1k views
    • 
    • Lou S.
    • December 3, 2019

21. Changing the Plan Termination Date

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

22. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 2k views
    • 
    • CuseFan
    • November 1, 2019

23. Terminated Plan, Final 5500, investments remaining

    By Janice F, October 25, 2019
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • October 28, 2019

24. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.8k views
    • 
    • ERISA-Bubs
    • September 27, 2019

25. Appoint Plan Admin committee members after plan termination?

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

26. Plan termination payouts

    By pmacduff, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • September 11, 2019

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

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

28. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.8k views
    • 
    • drakecohen
    • November 11, 2023

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

    By Belgarath, July 30, 2019
    • 2 replies
    • 949 views
    • 
    • Belgarath
    • July 30, 2019

30. vesting on plan termination

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

31. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 1.9k views
    • 
    • rocknrolls2
    • June 12, 2019

32. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • JustnERPA
    • April 16, 2019

33. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 2.7k views
    • 
    • Luke Bailey
    • March 26, 2019

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

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

35. Plan Termination and Guardian Plan

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

36. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 1.8k views
    • 
    • PS
    • February 6, 2019

37. Controlled Group

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

38. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.3k views
    • 
    • PS
    • January 16, 2019

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

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • January 2, 2019

40. 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
    • 622 views
    • 
    • MadDog1111
    • November 29, 2018

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

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

42. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • September 12, 2018

43. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

    • db
    • 2 replies
    • 787 views
    • 
    • JARichardson
    • August 29, 2018

44. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 5.4k views
    • 
    • Greg Walker
    • August 31, 2018

45. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 1.3k views
    • 
    • Tom
    • August 13, 2018

46. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd, August 1, 2018
    • 2 replies
    • 889 views
    • 
    • Luke Bailey
    • August 2, 2018

47. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 1.3k views
    • 
    • CJ Allen
    • July 19, 2018

48. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 781 views
    • 
    • Earl
    • June 28, 2018

49. allocation of excess assets limted to 8% for non-actives

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 491 views
    • 
    • Ted Munice
    • June 26, 2018

50. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab, May 31, 2018
    • 3 replies
    • 1.3k views
    • 
    • kmhaab
    • June 5, 2018