401(k) Plans

19,275 topics in this forum

1. Terminated service provider

   By Guest RBeck, August 3, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • August 3, 2001

2. Terminated SH plan--owner owes himself SH

   By BG5150, June 3, 2016
   • 2 replies
   • 574 views
   • 
   • Lou S.
   • June 3, 2016

3. Terminated Single K plan restatement

   By Guest robertcusick, July 29, 2010
   • 6 replies
   • 1.7k views
   • 
   • Bird
   • July 29, 2010

4. Terminated, what about my 401k?

   By Guest strawvan1, December 31, 2002
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • December 31, 2002

5. Terminates 401(k), starts a new PS plan

   By John Feldt ERPA CPC QPA, December 28, 2009
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • December 29, 2009

6. Terminating 401(k) Plan - Notices

   By drakecohen, November 11, 2023
   • 4 replies
   • 4.1k views
   • 
   • Lou S.
   • November 15, 2023

7. Terminating 401(k) plan holds a large forfeiture account; what to do w

   By Guest Kevin Plymyer, November 28, 2000
   • 9 replies
   • 4.4k views
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   • Guest
   • November 29, 2000

8. terminating 401(k) to open 403(b)

   By Guest jjtl, May 1, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 1, 2003

9. Terminating 401k plan

   By Guest MikeD, October 20, 2011
   • 2 replies
   • 1.3k views
   • 
   • Jim Chad
   • October 20, 2011

10. Terminating 401K Plan

    By Guest NJCompany, June 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 19, 2002

11. Terminating a 401(k) Plan

    By Madison71, March 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • June 9, 2008

12. Terminating a 401k and starting a Simple IRA

    By Guest LSULLIVAN, November 6, 2007
    • 3 replies
    • 2.8k views
    • 
    • dmwe
    • November 21, 2007

13. Terminating a 401K plan

    By Guest Chrisj, March 23, 2006
    • 4 replies
    • 2.2k views
    • 
    • smm
    • March 23, 2006

14. Terminating a 401k Plan - final 5500 question

    By James Shen, October 26, 2023   

    • 5500
    • plan termination
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • October 27, 2023

15. Terminating a 401K....

    By Guest RONNIE WASEL, March 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • March 26, 2003

16. Terminating a Cycle 3 Plan 2021

    By Benefits Vet, February 5, 2021
    • 1 reply
    • 592 views
    • 
    • Bill Presson
    • February 5, 2021

17. Terminating a MEP

    By LisaS, November 21, 2019
    • 2 replies
    • 963 views
    • 
    • LisaS
    • December 10, 2019

18. Terminating a Non-Elective 401(k) Safe Harbor - Limitation on Successor Plan?

    By ERISA1, May 7, 2004
    • 0 replies
    • 1k views
    • 
    • ERISA1
    • May 7, 2004

19. Terminating a one person 401-k

    By Guest Bob Monte, November 9, 2004
    • 16 replies
    • 3.9k views
    • 
    • Bird
    • November 13, 2004

20. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

21. Terminating a safe harbor 401(k) plan?

    By John A, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • March 29, 2001

22. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • May 17, 2019

23. terminating a self administered 401k plan...

    By Guest Carl C, December 22, 2009
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • December 22, 2009

24. Terminating a SH Plan

    By austin3515, February 23, 2010
    • 7 replies
    • 5.9k views
    • 
    • Guest
    • February 25, 2010

25. Terminating An "Orphan" Plan

    By Guest JuliaB, September 11, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 11, 1999

26. Terminating and establishing a new 401k plan

    By Guest WBrown, June 29, 1999
    • 7 replies
    • 14.2k views
    • 
    • richard
    • July 2, 1999

27. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 2.9k views
    • 
    • KJohnson
    • August 5, 2003

28. terminating c corp

    By Guest S FISCHER, August 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • August 30, 2001

29. Terminating DC Plan with ADP Excess

    By Guest dms9999, December 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • December 19, 2008

30. Terminating from a PEP

    By Keith Lowery, October 23, 2024
    • 13 replies
    • 2.6k views
    • 
    • PEP-HUB.com
    • October 25, 2024

31. Terminating from a PEP

    By MATRIX, August 4
    • 1 reply
    • 611 views
    • 
    • Pam Shoup
    • August 5

32. Terminating K plan--lump sum distribution

    By JWK, March 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 17, 2000

33. Terminating MEP participation to start a stand-alone plan

    By jpdc, August 22, 2019
    • 0 replies
    • 718 views
    • 
    • jpdc
    • August 22, 2019

34. Terminating Money Purchase Plan - Starting new 401k Plan

    By coleboy, April 18, 2018
    • 6 replies
    • 1.3k views
    • 
    • CuseFan
    • April 18, 2018

35. terminating of safe harbor mid year

    By Scuba 401, March 9, 2018
    • 1 reply
    • 634 views
    • 
    • EBECatty
    • March 9, 2018

36. Terminating PEO Plan & Successor Plan rule

    By Guest jim williams, May 16, 2001
    • 1 reply
    • 1.8k views
    • 
    • alanm
    • May 22, 2001

37. Terminating Plan

    By Guest lforesz, May 12, 2003
    • 8 replies
    • 3.4k views
    • 
    • g8r
    • May 21, 2003

38. Terminating plan

    By EBDI, September 28, 2015
    • 11 replies
    • 4k views
    • 
    • Bird
    • September 29, 2015

39. Terminating plan

    By Guest AngelQ, January 13, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 13, 2000

40. Terminating Plan

    By PFranckowiak, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • PFranckowiak
    • September 24, 2009

41. Terminating Plan - Outstanding loans

    By Guest nmyers, July 28, 2009
    • 9 replies
    • 6k views
    • 
    • J Simmons
    • July 30, 2009

42. Terminating Plan / No deposit of receivable

    By BFree, April 9, 2002
    • 3 replies
    • 1.4k views
    • 
    • pjkoehler
    • April 10, 2002

43. Terminating Plan and 401(k) Safe Harbor Reliance

    By Fibonacci, May 1, 2024
    • 6 replies
    • 949 views
    • 
    • Lou S.
    • May 2, 2024

44. Terminating plan missing SH contrib

    By TBob, June 2, 2006
    • 5 replies
    • 1.4k views
    • 
    • TBob
    • June 5, 2006

45. Terminating plan with forfeitures

    By RatherBeGolfing, August 23, 2022
    • 6 replies
    • 693 views
    • 
    • Nate S
    • August 25, 2022

46. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • May 13, 2004

47. Terminating plan/lost participants/rollovers

    By Chippy, April 27, 2018
    • 11 replies
    • 1.1k views
    • 
    • chc93
    • May 2, 2018

48. Terminating Plans

    By justatester, March 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • justatester
    • March 20, 2008

49. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2004

50. Terminating Safe Harbor 401(k) Plan

    By Guest notapensiongeek, October 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2008