Plan Terminations

872 topics in this forum

1. Form 5310 and loans

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

2. Revenue Sharing/credit

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

3. QDRO - Date of Valuation

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

4. Cares Act Optional?

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

5. CARES-ACT

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

6. Is 100% vested required?

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

7. Plan Termination and the SECURE Act

   By msmith, February 11
   • 9 replies
   • 513 views
   • 
   • RatherBeGolfing
   • February 14

8. Plan term - roth loan balance

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

9. 401K Plan Termination freeze

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

10. Changing the Plan Termination Date

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

11. Terminating non-PBGC covered Defined Benefit Plan

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

12. Terminated Plan, Final 5500, investments remaining

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

13. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 1,055 views
    • 
    • ERISA-Bubs
    • September 27, 2019

14. Appoint Plan Admin committee members after plan termination?

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

15. Plan termination payouts

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

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

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

17. Safe Harbor 401k Plan Termination

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

18. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 227 views
    • 
    • Belgarath
    • July 30, 2019

19. vesting on plan termination

    By draper1, July 22, 2019
    • 1 reply
    • 294 views
    • 
    • 401_noob
    • July 24, 2019

20. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 680 views
    • 
    • rocknrolls2
    • June 12, 2019

21. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 5,380 views
    • 
    • Kal
    • June 5, 2019

22. Fully Insured Defined Benefit Plans; Must One Submit Schedules SB and/or AFTAP(s)?

    By Bumppo23, April 21, 2019   

    • aftap
    • defined benefit
    • (and 5 more)

      Tagged with:

      • aftap
      • defined benefit
      • schedule sb
      • form 5310
      • pension
      • termination
      • submission
    • 0 replies
    • 210 views
    • 
    • Bumppo23
    • April 21, 2019

23. Undoing a termination

    By draper1, April 12, 2019
    • 4 replies
    • 353 views
    • 
    • JustnERPA
    • April 16, 2019

24. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 747 views
    • 
    • Luke Bailey
    • March 26, 2019

25. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13, 2019
    • 0 replies
    • 225 views
    • 
    • Towanda
    • March 13, 2019