Plan Terminations

1,005 topics in this forum

1. Partial Termination - Vesting Requirements

   By Basil, June 15, 2021
   • 0 replies
   • 196 views
   • 
   • Basil
   • June 15, 2021

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

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

3. DB Plan Termination Problem

   By dpav, May 26, 2021
   • 3 replies
   • 769 views
   • 
   • dpav
   • May 27, 2021

4. Government contract canceled, did PPT occur?

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

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

   By lcollins300, May 10, 2021   

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

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

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

7. 403 B Plan termination

   By PS, March 4, 2021
   • 2 replies
   • 382 views
   • 
   • PS
   • March 17, 2021

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

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

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

   By TPA Bob, February 23, 2021   

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

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

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

11. Final 945 form filing

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

12. Amendment after termination date

    By imchipbrown, January 20, 2021
    • 2 replies
    • 816 views
    • 
    • imchipbrown
    • January 20, 2021

13. to vest or not to vest - DC plan

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

14. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 955 views
    • 
    • Jakyasar
    • October 26, 2020

15. Distributions restricted by Office of Foreign Access Control

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

16. 415 Limits for terminated plan

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

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

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

18. Terminated PBGC covered cash balance plan unresponsive participant

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

19. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 6 replies
    • 7.1k views
    • 
    • JustMe
    • July 29, 2020

20. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 1.8k views
    • 
    • Belgarath
    • July 29, 2020

21. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 2.3k views
    • 
    • Luke Bailey
    • July 24, 2020

22. Form 5310 and loans

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

23. Revenue Sharing/credit

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

24. QDRO - Date of Valuation

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

25. Cares Act Optional?

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