Plan Terminations

879 topics in this forum

1. Anti-Cutback Issue for Mid-Year Safe Harbor Plan Termination Due to a Stock Sale

   By KJJ-TPA, November 6
   • 14 replies
   • 225 views
   • 
   • EBECatty
   • November 12

2. PBGC standard termination

   By Jakyasar, October 22
   • 6 replies
   • 179 views
   • 
   • Jakyasar
   • October 26

3. Distributions restricted by Office of Foreign Access Control

   By ConnieStorer, October 15
   • 7 replies
   • 162 views
   • 
   • ConnieStorer
   • October 19

4. 415 Limits for terminated plan

   By cpc0506, October 1
   • 2 replies
   • 158 views
   • 
   • BG5150
   • October 1

5. Has anyone used the PBGC DC Plan missing participant program?

   By EBP, September 30
   • 0 replies
   • 104 views
   • 
   • EBP
   • September 30

6. Terminated PBGC covered cash balance plan unresponsive participant

   By cathyw, September 10
   • 1 reply
   • 217 views
   • 
   • CuseFan
   • September 10

7. Safe Harbor Mid-Year Termination

   By Vlad401k, October 16, 2017
   • 6 replies
   • 4,554 views
   • 
   • JustMe
   • July 29

8. Plan Termination and the SECURE Act

   By msmith, February 11
   • 10 replies
   • 750 views
   • 
   • Belgarath
   • July 29

9. Safe Harbor Plan Termination

   By AmyETPA, July 22
   • 4 replies
   • 329 views
   • 
   • Luke Bailey
   • July 24

10. Form 5310 and loans

    By BenefitsBum, June 3
    • 4 replies
    • 264 views
    • 
    • RatherBeGolfing
    • June 18

11. Revenue Sharing/credit

    By Pri, June 15
    • 0 replies
    • 104 views
    • 
    • Pri
    • June 15

12. QDRO - Date of Valuation

    By Pri, April 23
    • 3 replies
    • 316 views
    • 
    • Pri
    • June 15

13. Cares Act Optional?

    By ombskid, June 2
    • 5 replies
    • 261 views
    • 
    • Larry Starr
    • June 4

14. CARES-ACT

    By Pri, April 14
    • 10 replies
    • 461 views
    • 
    • Pri
    • April 17

15. Is 100% vested required?

    By MarZDoates, February 18
    • 6 replies
    • 610 views
    • 
    • Bird
    • February 19

16. Plan term - roth loan balance

    By pmacduff, January 28
    • 0 replies
    • 385 views
    • 
    • pmacduff
    • January 28

17. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 867 views
    • 
    • Lou S.
    • December 3, 2019

18. Changing the Plan Termination Date

    By emmetttrudy, November 13, 2019
    • 1 reply
    • 183 views
    • 
    • Luke Bailey
    • November 15, 2019

19. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 400 views
    • 
    • CuseFan
    • November 1, 2019

20. Terminated Plan, Final 5500, investments remaining

    By FortinDM, October 25, 2019
    • 5 replies
    • 488 views
    • 
    • BG5150
    • October 28, 2019

21. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 1,212 views
    • 
    • ERISA-Bubs
    • September 27, 2019

22. Appoint Plan Admin committee members after plan termination?

    By kmhaab, September 20, 2019
    • 7 replies
    • 190 views
    • 
    • Larry Starr
    • September 23, 2019

23. Plan termination payouts

    By pmacduff, September 10, 2019
    • 4 replies
    • 289 views
    • 
    • Bill Presson
    • September 11, 2019

24. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 413 views
    • 
    • John314
    • August 21, 2019

25. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 3 replies
    • 759 views
    • 
    • Mike Preston
    • August 4, 2019