Jump to content

Plan Terminations

1,069 topics in this forum

  1. Plan termination and restatement

    By cdavis25,
    • 5 replies
    • 2.7k views

  2. Acquired Employer submitting 5310. Controlled Group on App or No?

    By Guest LLHarlow,   
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  3. Form 6088(e)

    By LIBERTYKID,
    • 1 reply
    • 1.4k views

  4. What Happens?

    By Andy the Actuary,
    • 4 replies
    • 1.6k views

  5. Terminating a 401(k) during VCP submission process

    By katieinny,   
    • 1 reply
    • 1.8k views

  6. Paying surrender penalties with forfeitures?

    By Lori H,
    • 4 replies
    • 2.5k views

  7. Contributing To Why I'm Going Mad

    By Andy the Actuary,
    • 7 replies
    • 1.5k views

  8. post termination amendment of plan

    By Guest SVogel,   
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  9. Decision Not To Request IRS Determination Letter

    By Andy the Actuary,
    • 2 replies
    • 1.2k views

  10. Excise Tax On DB Plan Reversions

    By Andy the Actuary,
    • 4 replies
    • 1.7k views

  11. Cash Balance Termination - Accrued Benefit

    By MGOAdmin,   
    • 0 replies
    • 1.5k views

  12. Due date for Comments to IRS on Notice of Intent To Terminate

    By Guest BrooklynKid,   
    • 7 replies
    • 3.2k views

  13. Statement of Net Assets on Form 5310

    By lalaland,
    • 1 reply
    • 1.2k views

  14. Participant's Death While Plan is Terminating

    By 401 Chaos,
    • 2 replies
    • 1.6k views

  15. terminating a Money Purchase plan

    By Guest biener,
    • 12 replies
    • 6k views

  16. 401(k) Term, Testing and 401(a)(17) proration?

    By Lou S.,
    • 1 reply
    • 2k views

  17. Terminated Participant Fully Vested?

    By Dougsbpc,
    • 6 replies
    • 3.3k views

  18. Terminating a ROBS

    By cpc0506,
    • 1 reply
    • 1.8k views

  19. Qualified Replacement Plan

    By Lou S.,
    • 2 replies
    • 2.3k views

  20. Additional distributions - election forms?

    By t.haley,
    • 0 replies
    • 1.4k views

  21. Partial termination distributions and timing

    By Guest pjz1234,   
    • 8 replies
    • 4.5k views

  22. SB for Terminating Plan

    By Pension RC,
    • 1 reply
    • 1.4k views

  23. Why would employer terminate Esop?

    By Guest camneely,
    • 8 replies
    • 5.2k views
    • Guest
    • Guest

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

    By Guest F5500Programmer,   
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  25. Terminating DB and 403(b) plans - default IRA provider recommendations

    By taxllm,
    • 5 replies
    • 1.4k views

  26. Plan Year End

    By Pension RC,
    • 4 replies
    • 1.6k views

  27. Participant terminated in plan year of termination. Fully vest?

    By Lori H,
    • 3 replies
    • 1.3k views

  28. Terminate and Start a SIMPLE?

    By pcbenefits007,
    • 2 replies
    • 1.2k views

  29. Lump Sum Value of Long-Ago Majority Owner 70 1/2 Election

    By Guest D.W.,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  30. terminating an orphan plan

    By Gudgergirl,
    • 10 replies
    • 2.5k views

  31. 1099 question

    By Pension RC,
    • 1 reply
    • 1.2k views

  32. Terminating a safe harbor plan

    By Guest Celtics,
    • 3 replies
    • 1.6k views

  33. IRS User Fee Exemption - Terminating 401(k) Plan

    By emmetttrudy,
    • 0 replies
    • 1.5k views

  34. Amendment to Look-back Month

    By Pension RC,
    • 1 reply
    • 1.3k views

  35. 5310 Question 15a(6)

    By stormoj1,
    • 0 replies
    • 992 views

  36. un-terminating a plan?

    By justanotheradmin,   
    • 1 reply
    • 3.9k views

  37. New plan - potential permanency issue?

    By Belgarath,
    • 7 replies
    • 6.4k views

  38. Is plan required to contact participant in prison?

    By jkharvey,   
    • 3 replies
    • 2.2k views

  39. Bankruptcy termination, DOL audit, late 5500 (Oh my)

    By Saiai,
    • 2 replies
    • 2.1k views

  40. Distributions upon 401(k) Plan Termination

    By MarZDoates,
    • 1 reply
    • 1.6k views

  41. Terminating 412i

    By Guest pensionadvisor48,
    • 1 reply
    • 1.5k views

  42. Excess Assets on Termination

    By Dougsbpc,
    • 0 replies
    • 1.8k views

  43. Plan Termination and 1 year Distribution Requirement

    By Dougsbpc,
    • 6 replies
    • 2.5k views

  44. Employer forcing participants to attend meeting with Vendor

    By Guest jessecoates,   
    • 12 replies
    • 2.5k views

  45. Partial Termination - Who Vests?

    By Guest CHUDS100,
    • 11 replies
    • 5.3k views

  46. Plan termination and self employment income

    By Guest tmills,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  47. Terminated Money Purchase Plan

    By Guest Golden Girl,
    • 1 reply
    • 1.2k views

  48. Termination of Participating Employer portion of plan

    By DLavigne,
    • 2 replies
    • 2k views

  49. Proposed DOL Abandoned Plan Regulations

    By Guest Thornton,
    • 1 reply
    • 1.8k views

  50. distress termination

    By Guest stanlipton,
    • 5 replies
    • 1.7k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept