Plan Terminations

1,044 topics in this forum

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

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

2. vesting on plan termination

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

3. terminated participant resurfaces

   By thepensionmaven, June 11, 2019
   • 6 replies
   • 1.6k views
   • 
   • rocknrolls2
   • June 12, 2019

4. Full vesting upon plan termination

   By k man, August 3, 2001
   • 10 replies
   • 6.5k views
   • 
   • Kal
   • June 5, 2019

5. Undoing a termination

   By Draper55, April 12, 2019
   • 4 replies
   • 1.1k views
   • 
   • JustnERPA
   • April 16, 2019

6. plan termination and vesting of terminated participant

   By Chippy, March 21, 2019
   • 7 replies
   • 2.3k views
   • 
   • Luke Bailey
   • March 26, 2019

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

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

8. Plan Termination and Guardian Plan

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

9. Termination of 401K in a controlled group

   By PS, January 22, 2019
   • 4 replies
   • 1.3k views
   • 
   • PS
   • February 6, 2019

10. Controlled Group

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

11. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 945 views
    • 
    • PS
    • January 16, 2019

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

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

13. 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
    • 469 views
    • 
    • MadDog1111
    • November 29, 2018

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

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

15. dumb question RE unlocated participant

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

16. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 3.8k views
    • 
    • Greg Walker
    • August 31, 2018

17. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

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

18. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 1k views
    • 
    • Tom
    • August 13, 2018

19. Lump Sum Option for Current Retirees upon Plan Termination

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

20. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1.5k views
    • 
    • Below Ground
    • July 23, 2018

21. Partial plan termination - employees fired for dishonesty

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

22. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 1.1k views
    • 
    • Draper55
    • July 12, 2018

23. Amending a plan after submitting to PBGC

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

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

    By Ted Munice, June 26, 2018   

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

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

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