Plan Terminations

1,075 topics in this forum

1. Plan terminating without plan attorney

   By TPApril, December 8, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • December 8, 2012

2. Profit Sharing termination

   By rfahey, December 5, 2012
   • 0 replies
   • 1.3k views
   • 
   • rfahey
   • December 5, 2012

3. Missing participants for whom automatic rollovers were done

   By Pension RC, November 29, 2012
   • 2 replies
   • 2k views
   • 
   • Mike Preston
   • November 30, 2012

4. Terminating profit sharing plan wants to force rollovers to co's 401k plan.

   By katieinny, November 9, 2012
   • 14 replies
   • 8.3k views
   • 
   • QDROphile
   • February 19, 2015

5. soon to be orphan plan

   By Santo Gold, October 26, 2012
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • October 29, 2012

6. PBGC Termination..or Not?

   By mphs77, October 25, 2012
   • 2 replies
   • 1.2k views
   • 
   • mphs77
   • October 25, 2012

7. Plan Termination-Ongoing Duty?

   By Randy Watson, October 22, 2012
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • October 23, 2012

8. Effect of new MAP-21

   By Belgarath, September 25, 2012
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • September 25, 2012

9. Cash Balance Termination

   By Lou S., September 24, 2012
   • 4 replies
   • 1.8k views
   • 
   • Lou S.
   • September 25, 2012

10. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • September 25, 2012

11. Partial Plan Termination

    By Nassau, September 7, 2012
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • September 7, 2012

12. termination of plan and multiple distribution events

    By Guest kco7, August 31, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 31, 2012

13. force out distributions with QJSA provisions

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

14. Form 5310 Question

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

15. lost/missing participant

    By Chippy, August 1, 2012
    • 3 replies
    • 1.7k views
    • 
    • Hojo
    • August 9, 2012

16. Defined benefit plan termination

    By Belgarath, June 26, 2012
    • 6 replies
    • 2.1k views
    • 
    • Belgarath
    • July 3, 2012

17. Uncashed checks returned to employee account in terminated plan

    By Guest carolg, June 20, 2012
    • 5 replies
    • 2.6k views
    • 
    • 00hskrgrl
    • June 22, 2012

18. 1099-R for an annuity?

    By JButtrick, June 6, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • June 11, 2012

19. Submitting a terminated plan to the IRS (Form 5310)

    By John Feldt ERPA CPC QPA, June 5, 2012
    • 5 replies
    • 5.1k views
    • 
    • Mike Preston
    • June 14, 2012

20. contributions after termination

    By Scuba 401, May 31, 2012
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 1, 2012

21. Where does it say LOD is voluntary

    By ombskid, May 21, 2012
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • May 21, 2012

22. Plan terminaiton with a mortgage

    By doombuggy, May 16, 2012
    • 0 replies
    • 1.2k views
    • 
    • doombuggy
    • May 16, 2012

23. Uncashed checks post-plan termination

    By Guest KennyH, May 15, 2012
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • May 15, 2012

24. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 11, 2012

25. Forfeiture allocations for terminating plan

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

26. Is going out of business a "substantial business hardship"

    By AlbanyConsultant, April 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • May 3, 2012

27. IRS Announcement 2011-82

    By Doghouse, April 24, 2012
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • April 26, 2012

28. 5310 Submission question

    By Richard Anderson, April 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 24, 2012

29. Plan Termination and Last Day Rule

    By Rai401k, April 11, 2012
    • 4 replies
    • 4.6k views
    • 
    • Rai401k
    • April 12, 2012

30. PBGC audit briefly resurrects plan

    By SheilaD, April 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2012

31. Plan Termination - Distribution to Trustee

    By Zoey, February 17, 2012
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • February 28, 2012

32. Assets moved into Terminated Plan

    By Guest Beneflaw, February 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 6, 2012

33. Plan Termination - Outstanding Loans

    By Guest Christie Loeslein, December 29, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 29, 2011

34. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 951 views
    • 
    • Belgarath
    • December 27, 2011

35. Spouse Refuses to Consent

    By Guest LHart, November 14, 2011
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 15, 2011

36. Payment of FIT withholding, business no longer exists

    By CLE401kGuy, November 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 11, 2011

37. Plan termination

    By Belgarath, November 8, 2011
    • 9 replies
    • 2.2k views
    • 
    • Belgarath
    • November 10, 2011

38. 401(k) Plan Term- VFCP corrections

    By Guest MTransue, November 4, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 4, 2011

39. Lost assets found - after plan terminated

    By Guest TaxedToDeath, November 3, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 3, 2011

40. must the plan trustee sign?

    By K2retire, October 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 20, 2011

41. Defined Benefit Plan Termination

    By Doghouse, October 11, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • October 13, 2011

42. Offering Lump Sum on Plan Termination

    By WestCoast, September 30, 2011
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 30, 2011

43. Is this a short plan year

    By RDY2RTR, September 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 21, 2011

44. Options for life insurance contracts in a terminating MPP Plan

    By Lori H, September 20, 2011
    • 27 replies
    • 4.8k views
    • 
    • Guest
    • September 23, 2011

45. Plan termination due to death of owner

    By Guest lindamichals, September 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • September 15, 2011

46. Safe Harbor Plan Termination

    By PFranckowiak, September 6, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 6, 2011

47. Terminating Safe Habor Non-elective

    By PFranckowiak, August 25, 2011
    • 0 replies
    • 896 views
    • 
    • PFranckowiak
    • August 25, 2011

48. Partial Plan Termination

    By Guest elang, August 2, 2011
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • August 8, 2011

49. Excise Tax on Plan Termination

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • July 17, 2011

50. Term of a Safe harbor plan

    By doombuggy, July 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 14, 2011