Plan Terminations

1,069 topics in this forum

1. PBGC requesting extra information with form 501

   By SheilaD, October 26, 2015   

   • plan term
   • 501
   • (and 2 more)

     Tagged with:

     • plan term
     • 501
     • pbgc
     • document
   • 3 replies
   • 1.8k views
   • 
   • My 2 cents
   • October 29, 2015

2. Majority Owner Wants to Dump Stock Now

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

3. What needs to be done to terminate a SARSEP?

   By Richard Anderson, January 8, 2001
   • 2 replies
   • 1.8k views
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   • MWeddell
   • October 17, 2001

4. DOL Audit and Plan Termination

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

5. contributions after termination

   By Scuba 401, May 31, 2012
   • 4 replies
   • 1.7k views
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   • david rigby
   • June 1, 2012

6. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

   By maverick, September 24, 2002
   • 3 replies
   • 1.7k views
   • 
   • Below Ground
   • July 23, 2018

7. can a termination be rescined by board action

   By Scuba 401, April 12, 2011
   • 2 replies
   • 1.7k views
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   • david rigby
   • April 15, 2011

8. DB termination distribution options

   By Guest jim williams, June 16, 2005
   • 1 reply
   • 1.7k views
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   • david rigby
   • June 16, 2005

9. Early termination// DB plan

   By Guest psk, July 26, 2006
   • 1 reply
   • 1.7k views
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   • WDIK
   • July 26, 2006

10. PS Termination

    By Guest boston431, January 15, 2004
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • January 22, 2004

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

    By david rigby, June 6, 2000
    • 0 replies
    • 1.7k views
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    • david rigby
    • June 6, 2000

12. 204(h) Notice

    By chris, July 19, 1999
    • 0 replies
    • 1.7k views
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    • chris
    • July 19, 1999

13. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 1.7k views
    • 
    • PS
    • February 6, 2019

14. Replace PS Plan with SEP-IRA

    By Guest kmurp, May 6, 2008
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • May 13, 2008

15. Merging/Terminating Money Purchase plan

    By MarZDoates, November 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 12, 2001

16. Deemed plan termination

    By eilano, January 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • eilano
    • January 24, 2000

17. PBGC audit

    By thepensionmaven, December 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • thepensionmaven
    • December 8, 2000

18. Necessary to Re-Terminate Plan?

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

19. New User Fee and Small Plans

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

20. WRERA Amendment?

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

21. 1099-R for an annuity?

    By JButtrick, June 6, 2012
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • June 11, 2012

22. distress termination

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

23. Form 5310

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

24. 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

25. Asset Sale -Plan Termination

    By thepensionmaven, May 19, 2022
    • 10 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 22, 2022

26. Partial Plan Termination

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

27. 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

28. 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

29. Profit sharing plan termination?

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

30. Split of a PS plan into components

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

31. 5310 for multiple employer plan

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

32. Where does it say LOD is voluntary

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

33. Form 5310 Question

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

34. Terminated 401(k) Plan With ADP Excess

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

35. determination letter process

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

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

    By jessica401(k), October 6, 2017
    • 7 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • October 8, 2017

37. 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

38. Termination of 401(k) Plan

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

39. 5310 & VCP

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

40. Cash Balance Termination

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

41. Bulletin 95-1

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

42. 410(b) coverage

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

43. Plan Transfer

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

44. Validity of old QJSA forms post-termination

    By Guest jam10, March 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 14, 2002

45. Distribution from terminated? plan

    By chris, May 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • chris
    • May 11, 2001

46. partial plan termination, or not?

    By K2retire, February 17, 2011
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2011

47. Offering Lump Sum on Plan Termination

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

48. QRP Conversion

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

49. GUST/EGTRRA Amendments for Terminated Plan

    By Guest enelson, January 29, 2003
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 29, 2003

50. PBGC plan termination

    By Guest Ron Sevcik, January 13, 2010
    • 1 reply
    • 1.7k views
    • 
    • Dougsbpc
    • January 15, 2010