Plan Terminations

1,005 topics in this forum

1. SIMPLE IRA termination

   By HipHiro, October 18, 2017
   • 1 reply
   • 694 views
   • 
   • ETA Consulting LLC
   • October 19, 2017

2. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

   By jessica401(k), October 6, 2017
   • 7 replies
   • 953 views
   • 
   • ETA Consulting LLC
   • October 8, 2017

3. Distribution of an ancient MassMutual annuity from a Pension Plan.

   By Lori H, September 28, 2017
   • 3 replies
   • 789 views
   • 
   • Belgarath
   • September 29, 2017

4. plan termination and final paycheck timing

   By K2retire, September 27, 2017
   • 5 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • September 28, 2017

5. 5500 Due Date

   By Dougsbpc, September 11, 2017
   • 4 replies
   • 4.6k views
   • 
   • ETA Consulting LLC
   • September 12, 2017

6. Terminating plan with unresponsive beneficiary

   By K2retire, August 24, 2017   

   • plan termination
   • deceased participant
   • (and 1 more)

     Tagged with:

     • plan termination
     • deceased participant
     • unresponsive beneficiary
   • 10 replies
   • 2.3k views
   • 
   • K2retire
   • August 28, 2017

7. plan year end and extension due date for merged plan?

   By kwalified, July 12, 2017
   • 6 replies
   • 1.1k views
   • 
   • mchazka
   • August 3, 2017

8. 403(b) termination - restated document?

   By Belgarath, July 14, 2017
   • 4 replies
   • 729 views
   • 
   • Belgarath
   • July 18, 2017

9. Allocation of Surplus Assets

   By Pension RC, July 12, 2017
   • 4 replies
   • 1.2k views
   • 
   • CuseFan
   • July 14, 2017

10. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24, 2017
    • 7 replies
    • 3.9k views
    • 
    • SavingsRUS
    • June 20, 2017

11. Plan termination, top heavy

    By DMcGovern, June 7, 2017
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 9, 2017

12. Frozen 401k plan

    By cpc0506, June 7, 2017
    • 9 replies
    • 1.9k views
    • 
    • BG5150
    • June 8, 2017

13. Plan termination - short year or not?

    By Belgarath, June 7, 2017
    • 3 replies
    • 958 views
    • 
    • Mike Preston
    • June 7, 2017

14. Plan Termination Date Revision

    By 401_noob, June 7, 2017
    • 2 replies
    • 891 views
    • 
    • ESOP Guy
    • June 7, 2017

15. NOIT - 60 days

    By ndj2377, June 2, 2017
    • 2 replies
    • 467 views
    • 
    • ndj2377
    • June 2, 2017

16. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW, May 26, 2017
    • 7 replies
    • 935 views
    • 
    • My 2 cents
    • May 31, 2017

17. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

    • safe harbor non-elective
    • 1 reply
    • 830 views
    • 
    • Tom Poje
    • May 17, 2017

18. Partial Plan Termination?

    By Belgarath, May 15, 2017
    • 1 reply
    • 488 views
    • 
    • K2retire
    • May 15, 2017

19. Final 5500 Extended Due Date

    By Pension RC, March 22, 2017
    • 2 replies
    • 1.2k views
    • 
    • Calavera
    • March 23, 2017

20. Active receiving benefit

    By Pension RC, February 20, 2017
    • 1 reply
    • 723 views
    • 
    • david rigby
    • February 20, 2017

21. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16, 2017
    • 4 replies
    • 2k views
    • 
    • My 2 cents
    • February 17, 2017

22. File 5310 in advance of termination date?

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

23. PBGC plan termination and DRO

    By pensionreview, February 7, 2017
    • 2 replies
    • 533 views
    • 
    • david rigby
    • February 7, 2017

24. Distribute assets within 12 months

    By Trisports, January 20, 2017
    • 4 replies
    • 988 views
    • 
    • My 2 cents
    • January 20, 2017

25. small plan termination. taxes not withheld

    By Lori H, October 26, 2016
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • October 26, 2016