Plan Terminations

867 topics in this forum

1. Is 100% vested required?

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

2. Plan Termination and the SECURE Act

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

3. Plan term - roth loan balance

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

4. 401K Plan Termination freeze

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

5. Changing the Plan Termination Date

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

6. Terminating non-PBGC covered Defined Benefit Plan

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

7. Terminated Plan, Final 5500, investments remaining

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

8. Successor Plan Issue

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

9. Appoint Plan Admin committee members after plan termination?

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

10. Plan termination payouts

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

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

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

12. Safe Harbor 401k Plan Termination

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

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

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

14. vesting on plan termination

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

15. terminated participant resurfaces

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

16. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 5,281 views
    • 
    • Kal
    • June 5, 2019

17. 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
    • 189 views
    • 
    • Bumppo23
    • April 21, 2019

18. Undoing a termination

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

19. plan termination and vesting of terminated participant

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

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

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

21. Plan Termination and Guardian Plan

    By Pri, February 6, 2019
    • 1 reply
    • 433 views
    • 
    • Kevin C
    • February 7, 2019

22. Termination of 401K in a controlled group

    By Pri, January 22, 2019
    • 4 replies
    • 468 views
    • 
    • Pri
    • February 6, 2019

23. Controlled Group

    By Pri, January 18, 2019
    • 5 replies
    • 322 views
    • 
    • Luke Bailey
    • January 18, 2019

24. MPP Plan

    By Pri, January 15, 2019
    • 8 replies
    • 295 views
    • 
    • Pri
    • January 16, 2019

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

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 400 views
    • 
    • Larry Starr
    • January 2, 2019