Plan Terminations

831 topics in this forum

1. Asset Sale - Plan Termination Date

   By NickG, May 2   

   • termination
   • 401k
   • (and 5 more)

     Tagged with:

     • termination
     • 401k
     • limitation
     • asset sale
     • closure
     • 415
     • compensation limit
   • 1 reply
   • 167 views
   • 
   • Lou S.
   • May 4

2. Terminating a Multiple Employer Plan During a DOL Audit

   By djhpro, April 5
   • 1 reply
   • 212 views
   • 
   • Madison71
   • April 5

3. Unresponsive Participant

   By CEW, March 20   

   • plan termination; participant balances
   • 16 replies
   • 533 views
   • 
   • Belgarath
   • March 26

4. Plan is terminating, not the participant: RMD needed?

   By AlbanyConsultant, March 22
   • 3 replies
   • 191 views
   • 
   • AlbanyConsultant
   • March 23

5. ESOP Plan Termination

   By MAS, March 22
   • 3 replies
   • 134 views
   • 
   • CuseFan
   • March 23

6. Refund of fees reactivates plan over a year later?

   By AlbanyConsultant, March 19
   • 5 replies
   • 219 views
   • 
   • AlbanyConsultant
   • March 19

7. The Set of Affected Employees as Compared/Contrasted across Partial Terminations, Plan Terminations and Discontinuance of Contributions

   By Bumppo23, March 15   

   • vesting
   • plan termination
   • (and 8 more)

     Tagged with:

     • vesting
     • plan termination
     • termination
     • partial termination
     • account balance
     • employees
     • participants
     • affected employees
     • affected participants
     • vested account balance
   • 2 replies
   • 168 views
   • 
   • Bob the Swimmer
   • March 17

8. Unsold real estate only asset in plan

   By rblum50, February 27
   • 14 replies
   • 524 views
   • 
   • BG5150
   • March 5

9. Underfunded Abandoned Pension Plan

   By Saiai, February 26   

   • pension
   • defined benefit
   • (and 2 more)

     Tagged with:

     • pension
     • defined benefit
     • terminate
     • underfunded
   • 8 replies
   • 183 views
   • 
   • Luke Bailey
   • February 28

10. Small Balances in PBGC Plan Term

    By Earl, February 17
    • 0 replies
    • 142 views
    • 
    • Earl
    • February 17

11. PS plan - company being sold

    By thepensionmaven, February 9
    • 4 replies
    • 272 views
    • 
    • EBECatty
    • February 13

12. DC plan - post termination amendment to allow partial distributions

    By Belgarath, January 12
    • 7 replies
    • 502 views
    • 
    • Belgarath
    • January 16

13. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5
    • 8 replies
    • 423 views
    • 
    • Luke Bailey
    • January 9

14. DB Terminated and assets distributed - somehow missed an account

    By waid10, December 18, 2017
    • 10 replies
    • 519 views
    • 
    • waid10
    • January 9

15. Participants reappear after plan termination

    By Carol V. Calhoun, May 25, 2017
    • 7 replies
    • 514 views
    • 
    • waid10
    • December 19, 2017

16. Given the cost of filing a 5310, how many are still doing it?

    By katieinny, December 7, 2017   

    • how are you handling your terminations?
    • 9 replies
    • 417 views
    • 
    • Bird
    • December 11, 2017

17. SIMPLE IRA termination

    By HipHiro, October 18, 2017
    • 1 reply
    • 381 views
    • 
    • ETA Consulting LLC
    • October 19, 2017

18. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 1 reply
    • 434 views
    • 
    • stephen
    • October 16, 2017

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

    By jessica401(k), October 6, 2017
    • 7 replies
    • 373 views
    • 
    • ETA Consulting LLC
    • October 8, 2017

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

    By Lori H, September 28, 2017
    • 3 replies
    • 228 views
    • 
    • Belgarath
    • September 29, 2017

21. plan termination and final paycheck timing

    By K2retire, September 27, 2017
    • 5 replies
    • 236 views
    • 
    • ETA Consulting LLC
    • September 28, 2017

22. 5500 Due Date

    By Dougsbpc, September 11, 2017
    • 4 replies
    • 571 views
    • 
    • ETA Consulting LLC
    • September 12, 2017

23. Terminating plan with unresponsive beneficiary

    By K2retire, August 24, 2017   

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

      Tagged with:

      • plan termination
      • deceased participant
      • unresponsive beneficiary
    • 11 replies
    • 618 views
    • 
    • K2retire
    • August 28, 2017

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

    By kwalified, July 12, 2017
    • 6 replies
    • 388 views
    • 
    • mchazka
    • August 3, 2017

25. 403(b) termination - restated document?

    By Belgarath, July 14, 2017
    • 4 replies
    • 284 views
    • 
    • Belgarath
    • July 18, 2017