Plan Terminations

846 topics in this forum

1. Controlled Group

   By Pri, Friday at 01:59 PM
   • 5 replies
   • 93 views
   • 
   • Luke Bailey
   • Friday at 09:29 PM

2. MPP Plan

   By Pri, Tuesday at 03:19 PM
   • 8 replies
   • 114 views
   • 
   • Pri
   • Wednesday at 01:37 PM

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

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

4. 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
   • 58 views
   • 
   • MadDog1111
   • November 29, 2018

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

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

6. dumb question RE unlocated participant

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

7. MEPs, PEPs & Plan Terminations

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

8. Missed the deadline to file the PBGC 500

   By JARichardson, August 29, 2018   

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

9. Partial Termination; even if one can correlate the wave of involuntary severance to a particular quarter of the plan year, as the flashpoint, those who left within the same applicable period perhaps stand as also due full vesting

   By Bumppo23, August 25, 2018   

   • partial termination
   • vesting
   • (and 2 more)

     Tagged with:

     • partial termination
     • vesting
     • 411(d)(6)
     • affected employees
   • 2 replies
   • 152 views
   • 
   • Luke Bailey
   • August 27, 2018

10. The Set of Affected Employees as Compared/Contrasted across Partial Terminations, Plan Terminations and Discontinuance of Contributions

    By Bumppo23, March 15, 2018   

    • vesting
    • plan termination
    • (and 8 more)

      Tagged with:

      • vesting
      • plan termination
      • termination
      • partial termination
      • account balance
      • employees
      • participants
      • affected employees
      • affected participants
      • vested account balance
    • 5 replies
    • 553 views
    • 
    • PensionPro
    • August 22, 2018

11. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 259 views
    • 
    • Tom
    • August 13, 2018

12. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 5 replies
    • 1,494 views
    • 
    • Below Ground
    • August 3, 2018

13. Lump Sum Option for Current Retirees upon Plan Termination

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

14. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1,083 views
    • 
    • Below Ground
    • July 23, 2018

15. Partial plan termination - employees fired for dishonesty

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

16. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 477 views
    • 
    • draper1
    • July 12, 2018

17. Amending a plan after submitting to PBGC

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

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

    By Ted Munice, June 26, 2018   

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

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

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

20. Asset Sale - Plan Termination Date

    By NickG, May 2, 2018   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 390 views
    • 
    • Lou S.
    • May 4, 2018

21. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 340 views
    • 
    • Madison71
    • April 5, 2018

22. Unresponsive Participant

    By CEW, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 914 views
    • 
    • Belgarath
    • March 26, 2018

23. Plan is terminating, not the participant: RMD needed?

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 331 views
    • 
    • AlbanyConsultant
    • March 23, 2018

24. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 295 views
    • 
    • CuseFan
    • March 23, 2018

25. Refund of fees reactivates plan over a year later?

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 367 views
    • 
    • AlbanyConsultant
    • March 19, 2018