Plan Terminations

815 topics in this forum

1. Safe Harbor Mid-Year Termination

   By Vlad401k, yesterday at 03:33 PM
   • 1 reply
   • 40 views
   • 
   • stephen
   • Yesterday at 04:30 PM

2. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

   By jessica401(k), October 6
   • 7 replies
   • 210 views
   • 
   • ETA Consulting LLC
   • October 8

3. Distribution of an ancient MassMutual annuity from a Pension Plan.

   By Lori H, September 28
   • 3 replies
   • 103 views
   • 
   • Belgarath
   • September 29

4. plan termination and final paycheck timing

   By K2retire, September 27
   • 5 replies
   • 132 views
   • 
   • ETA Consulting LLC
   • September 28

5. 5500 Due Date

   By Dougsbpc, September 11
   • 4 replies
   • 281 views
   • 
   • ETA Consulting LLC
   • September 12

6. Terminating plan with unresponsive beneficiary

   By K2retire, August 24   

   • plan termination
   • deceased participant
   • (and 1 more)

     Tagged with:

     • plan termination
     • deceased participant
     • unresponsive beneficiary
   • 11 replies
   • 348 views
   • 
   • K2retire
   • August 28

7. plan year end and extension due date for merged plan?

   By kwalified, July 12
   • 6 replies
   • 297 views
   • 
   • mchazka
   • August 3

8. 403(b) termination - restated document?

   By Belgarath, July 14
   • 4 replies
   • 202 views
   • 
   • Belgarath
   • July 18

9. Allocation of Surplus Assets

   By Pension RC, July 12
   • 4 replies
   • 170 views
   • 
   • CuseFan
   • July 14

10. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24
    • 7 replies
    • 584 views
    • 
    • SavingsRUS
    • June 20

11. Plan termination, top heavy

    By DMcGovern, June 7
    • 3 replies
    • 248 views
    • 
    • Tom Poje
    • June 9

12. Frozen 401k plan

    By cpc0506, June 7
    • 9 replies
    • 215 views
    • 
    • BG5150
    • June 8

13. Plan termination - short year or not?

    By Belgarath, June 7
    • 3 replies
    • 206 views
    • 
    • Mike Preston
    • June 7

14. Plan Termination Date Revision

    By 401_noob, June 7
    • 2 replies
    • 252 views
    • 
    • ESOP Guy
    • June 7

15. Options Available to Acitves

    By ndj2377, June 5
    • 7 replies
    • 231 views
    • 
    • My 2 cents
    • June 5

16. Participants reappear after plan termination

    By Carol V. Calhoun, May 25
    • 6 replies
    • 378 views
    • 
    • Mike Preston
    • June 2

17. NOIT - 60 days

    By ndj2377, June 2
    • 2 replies
    • 112 views
    • 
    • ndj2377
    • June 2

18. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW, May 26
    • 7 replies
    • 231 views
    • 
    • My 2 cents
    • May 31

19. Safe harbor contrib

    By thepensionmaven, May 17   

    • safe harbor non-elective
    • 1 reply
    • 289 views
    • 
    • Tom Poje
    • May 17

20. Partial Plan Termination?

    By Belgarath, May 15
    • 1 reply
    • 255 views
    • 
    • K2retire
    • May 15

21. Final 5500 Extended Due Date

    By Pension RC, March 22
    • 2 replies
    • 460 views
    • 
    • Calavera
    • March 23

22. Active receiving benefit

    By Pension RC, February 20
    • 1 reply
    • 345 views
    • 
    • david rigby
    • February 20

23. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16
    • 4 replies
    • 392 views
    • 
    • My 2 cents
    • February 17

24. File 5310 in advance of termination date?

    By cathyw, February 8
    • 3 replies
    • 299 views
    • 
    • Mike Preston
    • February 13

25. PBGC plan termination and DRO

    By pensionreview, February 7
    • 2 replies
    • 241 views
    • 
    • david rigby
    • February 7