Plan Terminations

1,025 topics in this forum

1. 401K Plan Termination freeze

   By Snicky, November 25, 2019
   • 9 replies
   • 1.4k views
   • 
   • Lou S.
   • December 3, 2019

2. 401k termination, start SIMPLE

   By CDA TPA, November 14, 2023
   • 5 replies
   • 538 views
   • 
   • CDA TPA
   • November 16, 2023

3. 403 (b) plan and 5500

   By PS, August 24, 2021
   • 2 replies
   • 267 views
   • 
   • PS
   • August 25, 2021

4. 403 B Plan termination

   By PS, March 4, 2021
   • 2 replies
   • 491 views
   • 
   • PS
   • March 17, 2021

5. 403(b) Delayed Plan Termination

   By dangocek, October 25, 2015   

   • 403(b)
   • termination
   • (and 1 more)

     Tagged with:

     • 403(b)
     • termination
     • 5500
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • October 26, 2015

6. 403(b) termination - restated document?

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

7. 410(b) coverage

   By Earl, March 30, 2007
   • 1 reply
   • 1.6k views
   • 
   • Belgarath
   • March 30, 2007

8. 412(e) Plan

   By jkdoll2, December 4, 2008
   • 0 replies
   • 1.2k views
   • 
   • jkdoll2
   • December 4, 2008

9. 415 Limit in Year of Termination

   By Guest Sherri M. Miller, November 8, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • November 15, 2001

10. 415 Limits for terminated plan

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

11. 436 Benefit Restrictions

    By Doghouse, November 4, 2009
    • 1 reply
    • 1.3k views
    • 
    • FAPInJax
    • November 5, 2009

12. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 847 views
    • 
    • Belgarath
    • December 27, 2011

13. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
    • 0 replies
    • 881 views
    • 
    • Guest
    • January 19, 2011

14. 5310 & VCP

    By Guest JM123, July 21, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 21, 2008

15. 5310 completion questions

    By Guest bshawnr, September 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 28, 2009

16. 5310 Determination Letter Provides Document Reliance?

    By David MacLennan, March 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 27, 2001

17. 5310 for multiple employer plan

    By Guest SEC, November 12, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 1, 2001

18. 5310 Mailing address changed?

    By Sully, June 22, 2007
    • 1 reply
    • 2k views
    • 
    • maverick
    • June 25, 2007

19. 5310 Notice to Interested Parties

    By Guest medinael, November 8, 2007
    • 5 replies
    • 6.3k views
    • 
    • 401 Chaos
    • March 3, 2010

20. 5310 Notice to Interested Parties - Missing Participants

    By Guest medinael, February 11, 2008
    • 1 reply
    • 2.4k views
    • 
    • JanetM
    • February 11, 2008

21. 5310 Question 15a(6)

    By stormoj1, December 18, 2013
    • 0 replies
    • 927 views
    • 
    • stormoj1
    • December 18, 2013

22. 5310 Submission question

    By Richard Anderson, April 11, 2012
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 24, 2012

23. 5310 user fee

    By Guest KLCarter, December 27, 2006
    • 3 replies
    • 2.4k views
    • 
    • J. Bringhurst
    • December 27, 2006

24. 5310-A filing for Spinoff and Transfer

    By Guest bobolink, September 17, 2008
    • 1 reply
    • 2.4k views
    • 
    • J Simmons
    • September 20, 2008

25. 5500 and participant accounts

    By 30Rock, December 27, 2010
    • 0 replies
    • 881 views
    • 
    • 30Rock
    • December 27, 2010