Plan Terminations

912 topics in this forum

1. True up

   By PS, October 13
   • 3 replies
   • 81 views
   • 
   • BG5150
   • Wednesday at 07:49 PM

2. PBGC form 501 - how to reflect excess assets

   By Jakyasar, Tuesday at 02:52 PM
   • 2 replies
   • 41 views
   • 
   • Jakyasar
   • Tuesday at 05:30 PM

3. Plan termination - Term date

   By PS, Tuesday at 02:43 PM
   • 2 replies
   • 73 views
   • 
   • PS
   • Tuesday at 04:23 PM

4. Money Purchase Plan

   By PS, October 12
   • 10 replies
   • 112 views
   • 
   • PS
   • October 14

5. Form 5310 "Procedural Requirements Checklist"

   By Ananda, October 6
   • 2 replies
   • 82 views
   • 
   • DCPensionGal
   • October 7

6. Bogus SSN used for employment. Plan Now Terminating

   By Vikram Kalra, August 18
   • 3 replies
   • 225 views
   • 
   • Vikram Kalra
   • September 29

7. Name Change

   By PS, September 21
   • 2 replies
   • 138 views
   • 
   • PS
   • September 22

8. After-Tax

   By PS, September 2
   • 5 replies
   • 247 views
   • 
   • Bird
   • September 7

9. UNITED STATES v. WINDSOR

   By PS, September 1
   • 3 replies
   • 223 views
   • 
   • PS
   • September 2

10. Terminating Plan is Surviving Plan of Several Previous Plan Mergers - How far back to go with Answer to Line 12 on 5310?

    By Centerstage, August 25   

    • merger; termination; 5310
    • 0 replies
    • 74 views
    • 
    • Centerstage
    • August 25

11. 403 (b) plan and 5500

    By PS, August 24
    • 2 replies
    • 91 views
    • 
    • PS
    • August 25

12. CARES-ACT

    By PS, August 24
    • 3 replies
    • 226 views
    • 
    • RatherBeGolfing
    • August 25

13. SMM

    By PS, August 20
    • 6 replies
    • 221 views
    • 
    • PS
    • August 23

14. Amendment

    By PS, August 20
    • 4 replies
    • 172 views
    • 
    • PS
    • August 23

15. Forfeiture account

    By PS, August 16
    • 13 replies
    • 337 views
    • 
    • Linda Wilkins
    • August 18

16. CARES ACT

    By PS, August 11
    • 4 replies
    • 177 views
    • 
    • PS
    • August 16

17. Form 6088 for frozen plan

    By Randee Sekol, August 12   

    • termination;pbgc
    • 1 reply
    • 104 views
    • 
    • CuseFan
    • August 12

18. Plan termination

    By PS, August 10
    • 4 replies
    • 130 views
    • 
    • PS
    • August 11

19. Safe Harbor Plan Termination

    By AmyETPA, July 26
    • 2 replies
    • 177 views
    • 
    • AmyETPA
    • July 30

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

    By MaryMcConnell, July 29
    • 5 replies
    • 286 views
    • 
    • Gilmore
    • July 30

21. 3(15) service

    By PS, July 23
    • 8 replies
    • 145 views
    • 
    • PS
    • July 28

22. QPLO

    By PS, July 28
    • 0 replies
    • 75 views
    • 
    • PS
    • July 28

23. Testing a terminating plan

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

24. Vesting

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

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

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