Plan Terminations

979 topics in this forum

1. Recent IRS response time on Form 5310s?

   By kmhaab, January 11
   • 3 replies
   • 278 views
   • 
   • RayRay
   • Tuesday at 10:29 PM

2. Plan that never really starts...need for termination?

   By RayRay, Tuesday at 10:06 PM
   • 0 replies
   • 49 views
   • 
   • RayRay
   • Tuesday at 10:06 PM

3. Testing

   By PS, Tuesday at 05:11 PM
   • 10 replies
   • 107 views
   • 
   • PS
   • Tuesday at 09:47 PM

4. File Form 5310 Prior to Termination Date

   By KED, Tuesday at 04:42 PM
   • 0 replies
   • 40 views
   • 
   • KED
   • Tuesday at 04:42 PM

5. term date and compensation

   By M Norton, December 9, 2022
   • 7 replies
   • 398 views
   • 
   • Luke Bailey
   • December 20, 2022

6. Terminated Participants Prior to Plan Termination

   By Coleboy1, December 13, 2022
   • 3 replies
   • 347 views
   • 
   • Roycal
   • December 15, 2022

7. Purchase or distribution of annuity to annuitant/participant in Plan Termination

   By Dalai Pookah, December 2, 2022
   • 0 replies
   • 127 views
   • 
   • Dalai Pookah
   • December 2, 2022

8. Forfeited checks

   By PS, November 15, 2022
   • 6 replies
   • 264 views
   • 
   • PS
   • November 16, 2022

9. Non-Prototype Accounts

   By PS, November 15, 2022
   • 2 replies
   • 112 views
   • 
   • PS
   • November 15, 2022

10. Safe harbor notice

    By PS, October 4, 2022
    • 6 replies
    • 203 views
    • 
    • PS
    • November 15, 2022

11. Employee notice requirement for profit sharing plan

    By Renee H, August 10, 2022
    • 3 replies
    • 238 views
    • 
    • Belgarath
    • November 8, 2022

12. Form 6088 for Collectively Bargained Plans

    By Kent Allard, November 4, 2022
    • 1 reply
    • 84 views
    • 
    • CuseFan
    • November 4, 2022

13. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H, October 4, 2022
    • 9 replies
    • 358 views
    • 
    • Jakyasar
    • October 25, 2022

14. Short plan year payroll year

    By PS, September 26, 2022
    • 4 replies
    • 310 views
    • 
    • Lou S.
    • October 10, 2022

15. PEP Plan Termination

    By mlp0816, September 29, 2022
    • 1 reply
    • 162 views
    • 
    • Luke Bailey
    • October 4, 2022

16. Asset Sale

    By PS, September 16, 2022
    • 8 replies
    • 302 views
    • 
    • Luke Bailey
    • September 20, 2022

17. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 222 views
    • 
    • A Shot in the Dark
    • September 15, 2022

18. Pooled employer plan

    By PS, August 29, 2022
    • 3 replies
    • 296 views
    • 
    • Luke Bailey
    • August 31, 2022

19. PBGC Plan Term filing after annuities purchased

    By pixiebear, August 25, 2022
    • 2 replies
    • 100 views
    • 
    • ConnieStorer
    • August 27, 2022

20. Term date

    By PS, August 26, 2022
    • 0 replies
    • 94 views
    • 
    • PS
    • August 26, 2022

21. Orphan Plan - How to appoint a new trustee

    By Trisports, August 17, 2022
    • 10 replies
    • 450 views
    • 
    • Albert F
    • August 23, 2022

22. Safe Harbor Non-elective

    By PS, August 19, 2022
    • 2 replies
    • 167 views
    • 
    • PS
    • August 19, 2022

23. Deemed Defaulted

    By PS, August 15, 2022
    • 4 replies
    • 171 views
    • 
    • PS
    • August 19, 2022

24. Timing of Distributions after Plan Termination

    By Dougsbpc, August 13, 2022
    • 2 replies
    • 173 views
    • 
    • CuseFan
    • August 15, 2022

25. Short plan year

    By PS, August 9, 2022
    • 3 replies
    • 168 views
    • 
    • D Lewis
    • August 10, 2022