Plan Terminations

1,074 topics in this forum

1. 415 Limit in Year of Termination

   By Guest Sherri M. Miller, November 8, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • November 15, 2001

2. Plan terminating but participant won't request distribution

   By M Norton, August 25, 2010
   • 7 replies
   • 1.8k views
   • 
   • david rigby
   • August 25, 2010

3. Company with two DC plans and wants to merge them.

   By Guest jen graber, May 18, 2000
   • 1 reply
   • 1.8k views
   • 
   • pjkoehler
   • May 18, 2000

4. Distributions to Lost Participants with Balances < $1000

   By Guest Margaret25, April 17, 2006
   • 2 replies
   • 1.8k views
   • 
   • Archimage
   • April 26, 2006

5. 1099-R for an annuity?

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

6. Liabililty for Spin Off Plan

   By Just Me, February 10, 2005
   • 2 replies
   • 1.8k views
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   • Just Me
   • February 11, 2005

7. Amending/Restating for Termination: Style & Substance Question

   By Guest Much2Learn, September 6, 2002
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • September 12, 2002

8. Majority Owner Wants to Dump Stock Now

   By Dougsbpc, March 15, 2008
   • 5 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 17, 2008

9. contributions after termination

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

10. DOL Audit and Plan Termination

    By Guest BPension, March 10, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • March 10, 2009

11. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1.8k views
    • 
    • Below Ground
    • July 23, 2018

12. can a termination be rescined by board action

    By Scuba 401, April 12, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • April 15, 2011

13. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.8k views
    • 
    • Pam Shoup
    • June 22, 2022

14. DB termination distribution options

    By Guest jim williams, June 16, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • June 16, 2005

15. PS Termination

    By Guest boston431, January 15, 2004
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • January 22, 2004

16. Early termination// DB plan

    By Guest psk, July 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • July 26, 2006

17. PBGC audit

    By thepensionmaven, December 8, 2000
    • 0 replies
    • 1.8k views
    • 
    • thepensionmaven
    • December 8, 2000

18. Not sure what this reg. section is all about.

    By david rigby, June 6, 2000
    • 0 replies
    • 1.8k views
    • 
    • david rigby
    • June 6, 2000

19. Merging/Terminating Money Purchase plan

    By MarZDoates, November 12, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 12, 2001

20. 204(h) Notice

    By chris, July 19, 1999
    • 0 replies
    • 1.8k views
    • 
    • chris
    • July 19, 1999

21. Replace PS Plan with SEP-IRA

    By Guest kmurp, May 6, 2008
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • May 13, 2008

22. Deemed plan termination

    By eilano, January 24, 2000
    • 0 replies
    • 1.8k views
    • 
    • eilano
    • January 24, 2000

23. Where does it say LOD is voluntary

    By ombskid, May 21, 2012
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • May 21, 2012

24. New User Fee and Small Plans

    By mwyatt, January 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2006

25. Necessary to Re-Terminate Plan?

    By Christine Roberts, August 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • August 3, 2001

26. WRERA Amendment?

    By Dougsbpc, February 10, 2009
    • 0 replies
    • 1.7k views
    • 
    • Dougsbpc
    • February 10, 2009

27. Form 5310

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

28. We are terminating a defined benefit plan and the client wants to purc

    By Guest Lonnie Tomlin, May 26, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • May 27, 2000

29. Cash Balance Termination

    By Lou S., September 24, 2012
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • September 25, 2012

30. distress termination

    By Guest stanlipton, April 10, 2013
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • April 12, 2013

31. During transition from DC to 401K, can funds be deposited into money m

    By Guest michael4509, July 17, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 2001

32. Correct documents to use when combining a SEP with a Qualified Plan

    By Guest Barbara Bukauskas, December 29, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 12, 2001

33. Profit sharing plan termination?

    By Guest rim, October 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • October 15, 1999

34. Terminated 401(k) Plan With ADP Excess

    By Guest dms9999, December 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2008

35. Partial Plan Termination

    By DP, August 12, 2004
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 24, 2004

36. Split of a PS plan into components

    By SRP, October 25, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 2007

37. determination letter process

    By Guest justbe, November 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • November 29, 2004

38. 5310 for multiple employer plan

    By Guest SEC, November 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 1, 2001

39. Profit Sharing contribution and Safe harbor for 2025

    By PS, August 13, 2025
    • 0 replies
    • 1.7k views
    • 
    • PS
    • August 13, 2025

40. Termination of 401(k) Plan

    By chris, September 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • chris
    • September 28, 2006

41. Form 5310 Question

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

42. 5310 & VCP

    By Guest JM123, July 21, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 21, 2008

43. Timing to fully vest termed EE's non-vested balances?

    By Guest KGriffith, March 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 11, 2002

44. 410(b) coverage

    By Earl, March 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 30, 2007

45. Bulletin 95-1

    By Randy Watson, June 26, 2007
    • 2 replies
    • 1.7k views
    • 
    • Randy Watson
    • June 26, 2007

46. Plan Transfer

    By Randy Watson, February 10, 2009
    • 6 replies
    • 1.7k views
    • 
    • Randy Watson
    • February 12, 2009

47. Final Contribution to a Money Purchase Plan.

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

48. PSP Termination w/DL - Partial Distribution - Percentage?

    By TCWalker, April 22, 2005
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 22, 2005

49. QRP Conversion

    By Guest Mona, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • June 28, 2002

50. Partial Plan Termination / Statute of Limitations

    By Guest BenefitsMind, January 22, 2016   

    • partial plan termination
    • form 5310
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • form 5310
      • statute of limitations
    • 4 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 23, 2016