Plan Terminations

1,074 topics in this forum

1. Excise tax upon reversion

   By Guest Quacka, June 17, 2011
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • June 20, 2011

2. Exemption from user fee

   By Dougsbpc, October 26, 2007
   • 1 reply
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 26, 2007

3. Expense reimbursement from surplus

   By david rigby, June 13, 2024
   • 1 reply
   • 928 views
   • 
   • Paul I
   • June 13, 2024

4. Fidelity Bond

   By PainPA, December 5, 2007
   • 3 replies
   • 1.9k views
   • 
   • JanetM
   • December 5, 2007

5. File 5310 in advance of termination date?

   By cathyw, February 8, 2017
   • 3 replies
   • 949 views
   • 
   • Mike Preston
   • February 13, 2017

6. File Form 5310 Prior to Termination Date

   By KED, January 24, 2023
   • 0 replies
   • 436 views
   • 
   • KED
   • January 24, 2023

7. Filing 5310

   By Guest R. Daestrom, January 13, 2003
   • 4 replies
   • 1.9k views
   • 
   • jpod
   • January 14, 2003

8. Filing for Determination on a DB plan

   By Lori H, June 2, 2011
   • 1 reply
   • 2.1k views
   • 
   • John Feldt ERPA CPC QPA
   • June 3, 2011

9. Final 411(d)(6) Regs - Requirement to offer a deferred annuity on plan

   By Guest Gibson, October 30, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 30, 2000

10. Final 5500

    By PS, January 3, 2024
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • January 3, 2024

11. Final 5500 Extended Due Date

    By Pension RC, March 22, 2017
    • 2 replies
    • 1.4k views
    • 
    • Calavera
    • March 23, 2017

12. Final 5500 for Money Purchase Plan Merged into Profit Sharing Plan

    By Guest lgjs, September 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • September 18, 2002

13. Final 5500-EZ for MP after merger?

    By Guest RONNIE WASEL, September 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • September 23, 2002

14. Final 945 form filing

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

15. Final Contribution to a Money Purchase Plan.

    By KJohnson, July 17, 1999
    • 0 replies
    • 1.7k views
    • 
    • KJohnson
    • July 17, 1999

16. force out distributions with QJSA provisions

    By K2retire, August 28, 2012
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • August 29, 2012

17. Forfeited checks

    By PS, November 15, 2022
    • 6 replies
    • 1.3k views
    • 
    • PS
    • November 16, 2022

18. Forfeiture account

    By PS, August 16, 2021
    • 13 replies
    • 2k views
    • 
    • Linda Wilkins
    • August 18, 2021

19. Forfeiture allocations for terminating plan

    By Guest epoffice, May 4, 2012
    • 4 replies
    • 1.9k views
    • 
    • Lori H
    • May 24, 2016

20. Forfeiture balance

    By PS, March 10, 2022
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • March 10, 2022

21. Forfeitures and deferred sales charges

    By Guest Amy Harle, September 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 18, 2002

22. Forfeitures in a Terminated MP Plan

    By MarZDoates, June 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 18, 2002

23. Form 2678

    By PS, October 3, 2023
    • 3 replies
    • 891 views
    • 
    • Bri
    • October 3, 2023

24. Form 500 Line 9 - Active Participants Covered by Other Plans

    By Pension RC, May 2, 2016
    • 3 replies
    • 637 views
    • 
    • david rigby
    • May 3, 2016

25. Form 5310

    By jpod, July 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • smm
    • July 30, 2002

26. Form 5310

    By Guest ladycpa, December 10, 2002
    • 9 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • December 12, 2002

27. Form 5310

    By Belgarath, May 21, 2003
    • 5 replies
    • 1.7k views
    • 
    • BFree
    • May 21, 2003

28. Form 5310

    By Guest ladycpa, November 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2002

29. Form 5310 - what to file

    By Dinosaur, January 6, 2015
    • 0 replies
    • 1.6k views
    • 
    • Dinosaur
    • January 6, 2015

30. Form 5310 "Procedural Requirements Checklist"

    By Ananda, October 6, 2021
    • 2 replies
    • 558 views
    • 
    • DCPensionGal
    • October 7, 2021

31. Form 5310 and loans

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

32. Form 5310 for 401(k) plan clarification

    By John A, October 20, 1999
    • 0 replies
    • 2k views
    • 
    • John A
    • October 20, 1999

33. Form 5310 for DB Termination When Aggregated for testing

    By rodin111, April 28, 2016   

    • Plan Termination
    • Form 5310
    • 0 replies
    • 990 views
    • 
    • rodin111
    • April 28, 2016

34. Form 5310 Line 3c Determination Letter Issue

    By chris, April 23, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 24, 2006

35. Form 5310 Question

    By Eric Taylor, August 20, 2012
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20, 2012

36. Form 5310 rev. 12/13 item 21f assets

    By Guest F5500Programmer, February 28, 2014   

    • 5310
    • assets
    • (and 1 more)

      Tagged with:

      • 5310
      • assets
      • 21f
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

37. Form 5310?

    By BTH, May 22, 2002
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • May 28, 2002

38. Form 6088

    By Guest OfficialNerd, May 25, 2006
    • 1 reply
    • 3.3k views
    • 
    • Mike Preston
    • May 25, 2006

39. Form 6088

    By Guest bjfgfg, December 21, 2006
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 27, 2006

40. Form 6088 and unfunded DB Plan

    By Ananda, November 5, 2021
    • 1 reply
    • 624 views
    • 
    • Mike Preston
    • November 5, 2021

41. Form 6088 for Collectively Bargained Plans

    By Kent Allard, November 4, 2022
    • 1 reply
    • 705 views
    • 
    • CuseFan
    • November 4, 2022

42. Form 6088 for frozen plan

    By Randee Sekol, August 12, 2021   

    • termination;pbgc
    • 1 reply
    • 680 views
    • 
    • CuseFan
    • August 12, 2021

43. Form 6088(e)

    By LIBERTYKID, November 12, 2014
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 13, 2014

44. Form 8717 and related user fee for termination (F5310)

    By jkharvey, January 27, 2002
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 28, 2002

45. Found Money after Termination

    By Briandfox, November 3, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 4, 2015

46. Freeze of MPPP Cause Full Vesting??

    By chris, November 7, 2002
    • 0 replies
    • 1k views
    • 
    • chris
    • November 7, 2002

47. freezing a 401(k) plan

    By Santo Gold, March 24, 2006
    • 0 replies
    • 2.8k views
    • 
    • Santo Gold
    • March 24, 2006

48. Freezing Money Purchase Pension Plan

    By chris, June 5, 1999
    • 6 replies
    • 3.9k views
    • 
    • david shipp
    • June 9, 1999

49. Freezing/terminating target benefit plan

    By chris, December 11, 2003
    • 0 replies
    • 1.4k views
    • 
    • chris
    • December 11, 2003

50. Frozen 401k plan

    By cpc0506, June 7, 2017
    • 9 replies
    • 2.6k views
    • 
    • BG5150
    • June 8, 2017