Plan Terminations

902 topics in this forum

1. Safe Harbor Plan Termination

   By AmyETPA, Monday at 02:20 PM
   • 2 replies
   • 77 views
   • 
   • AmyETPA
   • Friday at 10:41 PM

2. DC Plan Termination and Post PPA (Cycle 3) Restatement

   By MaryMcConnell, Thursday at 03:17 PM
   • 5 replies
   • 146 views
   • 
   • Gilmore
   • Friday at 06:46 PM

3. 3(15) service

   By PS, July 23
   • 8 replies
   • 104 views
   • 
   • PS
   • Wednesday at 02:32 PM

4. QPLO

   By PS, Wednesday at 12:26 PM
   • 0 replies
   • 32 views
   • 
   • PS
   • Wednesday at 12:26 PM

5. Testing a terminating plan

   By TMcfall, July 22
   • 2 replies
   • 112 views
   • 
   • Bob the Swimmer
   • July 23

6. Vesting

   By PS, July 12
   • 9 replies
   • 324 views
   • 
   • PS
   • July 21

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

   By KJJ-TPA, November 6, 2020
   • 15 replies
   • 426 views
   • 
   • cheersmate
   • July 16

8. Plan Closure

   By thepensionmaven, December 30, 2020
   • 3 replies
   • 275 views
   • 
   • PeterN
   • July 9

9. Estate account

   By PS, June 25
   • 6 replies
   • 186 views
   • 
   • Bill Presson
   • July 6

10. Successor plan rules and one participant plans

    By TMcfall, June 16
    • 4 replies
    • 243 views
    • 
    • Luke Bailey
    • June 19

11. RMD

    By PS, June 17
    • 2 replies
    • 115 views
    • 
    • PS
    • June 17

12. Partial Termination - Vesting Requirements

    By Basil, June 15
    • 0 replies
    • 65 views
    • 
    • Basil
    • June 15

13. Terminating Safe Harbor 410(k) Plan Mid year - Retain SH status?

    By Lou S., June 14
    • 1 reply
    • 214 views
    • 
    • C. B. Zeller
    • June 14

14. DB Plan Termination Problem

    By dpav, May 26
    • 3 replies
    • 330 views
    • 
    • dpav
    • May 27

15. Government contract canceled, did PPT occur?

    By thopkins, May 11
    • 3 replies
    • 177 views
    • 
    • thopkins
    • May 11

16. Terminated Plan Assets Roll into New Plan Under Same Control Group - Unrelated or Related?

    By lcollins300, May 10   

    • related rollover
    • 1 reply
    • 218 views
    • 
    • CuseFan
    • May 11

17. Terminating Money Purcahse Plans--Lost Participants and Spousal Consent

    By BG5150, April 19
    • 7 replies
    • 287 views
    • 
    • Bird
    • May 7

18. 403 B Plan termination

    By PS, March 4
    • 2 replies
    • 137 views
    • 
    • PS
    • March 17

19. PBGC 500 - excess assets to be transferred to QRP - qualified replacement plan - help with completion

    By Jakyasar, March 4
    • 2 replies
    • 153 views
    • 
    • Jakyasar
    • March 5

20. Plan Termination, Going to PEO, Replacement Plan Rules

    By TPA Bob, February 23   

    • peo
    • replacement plan
    • 2 replies
    • 161 views
    • 
    • TPA Bob
    • February 24

21. Partnership Dissolution - Safe Harbor 401(k) Plan

    By JRN, February 6
    • 1 reply
    • 211 views
    • 
    • Bird
    • February 8

22. Final 945 form filing

    By pmacduff, January 21
    • 2 replies
    • 126 views
    • 
    • vacat
    • January 30

23. Amendment after termination date

    By imchipbrown, January 20
    • 2 replies
    • 173 views
    • 
    • imchipbrown
    • January 20

24. to vest or not to vest - DC plan

    By Jakyasar, December 28, 2020
    • 2 replies
    • 180 views
    • 
    • Jakyasar
    • December 29, 2020

25. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 364 views
    • 
    • Jakyasar
    • October 26, 2020