Plan Terminations

890 topics in this forum

1. Government contract canceled, did PPT occur?

   By thopkins, Tuesday at 03:47 PM
   • 3 replies
   • 82 views
   • 
   • thopkins
   • Tuesday at 04:32 PM

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

   By lcollins300, Monday at 08:20 PM   

   • related rollover
   • 1 reply
   • 149 views
   • 
   • CuseFan
   • Tuesday at 01:12 PM

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

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

4. 403 B Plan termination

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

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

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

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

   By TPA Bob, February 23   

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

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

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

8. Final 945 form filing

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

9. Amendment after termination date

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

10. Plan Closure

    By thepensionmaven, December 30, 2020
    • 2 replies
    • 240 views
    • 
    • thepensionmaven
    • December 30, 2020

11. to vest or not to vest - DC plan

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

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

    By KJJ-TPA, November 6, 2020
    • 14 replies
    • 378 views
    • 
    • EBECatty
    • November 12, 2020

13. PBGC standard termination

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

14. Distributions restricted by Office of Foreign Access Control

    By ConnieStorer, October 15, 2020
    • 7 replies
    • 210 views
    • 
    • ConnieStorer
    • October 19, 2020

15. 415 Limits for terminated plan

    By cpc0506, October 1, 2020
    • 2 replies
    • 212 views
    • 
    • BG5150
    • October 1, 2020

16. Has anyone used the PBGC DC Plan missing participant program?

    By EBP, September 30, 2020
    • 0 replies
    • 224 views
    • 
    • EBP
    • September 30, 2020

17. Terminated PBGC covered cash balance plan unresponsive participant

    By cathyw, September 10, 2020
    • 1 reply
    • 269 views
    • 
    • CuseFan
    • September 10, 2020

18. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 6 replies
    • 5.1k views
    • 
    • JustMe
    • July 29, 2020

19. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 955 views
    • 
    • Belgarath
    • July 29, 2020

20. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 588 views
    • 
    • Luke Bailey
    • July 24, 2020

21. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 313 views
    • 
    • RatherBeGolfing
    • June 18, 2020

22. Revenue Sharing/credit

    By PS, June 15, 2020
    • 0 replies
    • 132 views
    • 
    • PS
    • June 15, 2020

23. QDRO - Date of Valuation

    By PS, April 23, 2020
    • 3 replies
    • 358 views
    • 
    • PS
    • June 15, 2020

24. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 292 views
    • 
    • Larry Starr
    • June 4, 2020

25. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 526 views
    • 
    • PS
    • April 17, 2020