Plan Terminations

990 topics in this forum

1. Terminating a 401(k) during VCP submission process

   By katieinny, September 24, 2014   

   • term now or wait for IRS?
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • September 24, 2014

2. Paying surrender penalties with forfeitures?

   By Lori H, September 11, 2014
   • 4 replies
   • 2.1k views
   • 
   • Peter Gulia
   • September 12, 2014

3. Contributing To Why I'm Going Mad

   By Andy the Actuary, August 28, 2014
   • 7 replies
   • 1.1k views
   • 
   • Jim Chad
   • September 2, 2014

4. post termination amendment of plan

   By Guest SVogel, August 27, 2014   

   • amendment
   • termination
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 27, 2014

5. Decision Not To Request IRS Determination Letter

   By Andy the Actuary, August 25, 2014
   • 2 replies
   • 1k views
   • 
   • Andy the Actuary
   • August 26, 2014

6. Excise Tax On DB Plan Reversions

   By Andy the Actuary, August 14, 2014
   • 4 replies
   • 1.4k views
   • 
   • My 2 cents
   • August 14, 2014

7. Cash Balance Termination - Accrued Benefit

   By MGOAdmin, August 13, 2014   

   • cash balance
   • accrued benefit
   • (and 3 more)

     Tagged with:

     • cash balance
     • accrued benefit
     • accrual
     • terminate
     • termination
   • 0 replies
   • 1.3k views
   • 
   • MGOAdmin
   • August 13, 2014

8. Due date for Comments to IRS on Notice of Intent To Terminate

   By Guest BrooklynKid, August 6, 2014   

   • Notice of Intent to Terminate
   • Plan Termination
   • (and 1 more)

     Tagged with:

     • Notice of Intent to Terminate
     • Plan Termination
     • Weekend Rule
   • 7 replies
   • 2.7k views
   • 
   • John Feldt ERPA CPC QPA
   • August 7, 2014

9. Statement of Net Assets on Form 5310

   By lalaland, August 7, 2014
   • 1 reply
   • 986 views
   • 
   • John Feldt ERPA CPC QPA
   • August 7, 2014

10. Participant's Death While Plan is Terminating

    By 401 Chaos, August 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 5, 2014

11. terminating a Money Purchase plan

    By Guest biener, July 17, 2014
    • 12 replies
    • 4.6k views
    • 
    • KimberlyC
    • July 31, 2014

12. 401(k) Term, Testing and 401(a)(17) proration?

    By Lou S., June 27, 2014
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 30, 2014

13. Terminated Participant Fully Vested?

    By Dougsbpc, June 12, 2014
    • 6 replies
    • 2.6k views
    • 
    • Jim Chad
    • June 13, 2014

14. Terminating a ROBS

    By cpc0506, June 6, 2014
    • 1 reply
    • 1.6k views
    • 
    • ESOP Guy
    • June 6, 2014

15. Qualified Replacement Plan

    By Lou S., May 13, 2014
    • 2 replies
    • 1.9k views
    • 
    • Lou S.
    • May 13, 2014

16. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 1.3k views
    • 
    • t.haley
    • April 7, 2014

17. Partial termination distributions and timing

    By Guest pjz1234, April 4, 2014   

    • partial plan termination
    • Form 5300
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • Form 5300
      • Form 5301
    • 8 replies
    • 3.7k views
    • 
    • Lou S.
    • April 4, 2014

18. SB for Terminating Plan

    By Pension RC, January 9, 2014
    • 1 reply
    • 1.2k views
    • 
    • thepensionmaven
    • March 16, 2014

19. Why would employer terminate Esop?

    By Guest camneely, March 5, 2014
    • 8 replies
    • 4.2k views
    • 
    • Guest
    • March 7, 2014

20. Form 5310 rev. 12/13 item 21f assets

    By Guest F5500Programmer, February 28, 2014   

    • 5310
    • assets
    • (and 1 more)

      Tagged with:

      • 5310
      • assets
      • 21f
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 28, 2014

21. Terminating DB and 403(b) plans - default IRA provider recommendations

    By taxllm, February 13, 2014
    • 5 replies
    • 1.2k views
    • 
    • My 2 cents
    • February 18, 2014

22. Plan Year End

    By Pension RC, February 4, 2014
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • February 5, 2014

23. Participant terminated in plan year of termination. Fully vest?

    By Lori H, January 27, 2014
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 28, 2014

24. Terminate and Start a SIMPLE?

    By pcbenefits007, January 16, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • January 16, 2014

25. Lump Sum Value of Long-Ago Majority Owner 70 1/2 Election

    By Guest D.W., December 19, 2013
    • 2 replies
    • 888 views
    • 
    • Guest
    • January 15, 2014