Plan Terminations

967 topics in this forum

1. 401k limit

   By PS, November 11, 2021
   • 6 replies
   • 399 views
   • 
   • Luke Bailey
   • November 13, 2021

2. QJSA Annuity-Terminated Plan with Unresponsive Participants

   By BTH, November 10, 2021
   • 1 reply
   • 291 views
   • 
   • CuseFan
   • November 10, 2021

3. Form 6088 and unfunded DB Plan

   By Ananda, November 5, 2021
   • 1 reply
   • 161 views
   • 
   • Mike Preston
   • November 5, 2021

4. Non Prototype plan

   By PS, November 2, 2021
   • 2 replies
   • 229 views
   • 
   • PS
   • November 2, 2021

5. Plan term, participant not lost, can they be forced out?

   By BG5150, October 29, 2021
   • 5 replies
   • 301 views
   • 
   • Bill Presson
   • October 29, 2021

6. True up

   By PS, October 13, 2021
   • 3 replies
   • 182 views
   • 
   • BG5150
   • October 20, 2021

7. PBGC form 501 - how to reflect excess assets

   By Jakyasar, October 19, 2021
   • 2 replies
   • 291 views
   • 
   • Jakyasar
   • October 19, 2021

8. Plan termination - Term date

   By PS, October 19, 2021
   • 2 replies
   • 215 views
   • 
   • PS
   • October 19, 2021

9. Money Purchase Plan

   By PS, October 12, 2021
   • 10 replies
   • 237 views
   • 
   • PS
   • October 14, 2021

10. Form 5310 "Procedural Requirements Checklist"

    By Ananda, October 6, 2021
    • 2 replies
    • 208 views
    • 
    • DCPensionGal
    • October 7, 2021

11. Bogus SSN used for employment. Plan Now Terminating

    By Vikram Kalra, August 18, 2021
    • 3 replies
    • 325 views
    • 
    • Vikram Kalra
    • September 29, 2021

12. Name Change

    By PS, September 21, 2021
    • 2 replies
    • 233 views
    • 
    • PS
    • September 22, 2021

13. After-Tax

    By PS, September 2, 2021
    • 5 replies
    • 813 views
    • 
    • Bird
    • September 7, 2021

14. UNITED STATES v. WINDSOR

    By PS, September 1, 2021
    • 3 replies
    • 461 views
    • 
    • PS
    • September 2, 2021

15. 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, 2021   

    • merger; termination; 5310
    • 0 replies
    • 160 views
    • 
    • Centerstage
    • August 25, 2021

16. 403 (b) plan and 5500

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

17. CARES-ACT

    By PS, August 24, 2021
    • 3 replies
    • 314 views
    • 
    • RatherBeGolfing
    • August 25, 2021

18. SMM

    By PS, August 20, 2021
    • 6 replies
    • 326 views
    • 
    • PS
    • August 23, 2021

19. Amendment

    By PS, August 20, 2021
    • 4 replies
    • 325 views
    • 
    • PS
    • August 23, 2021

20. Forfeiture account

    By PS, August 16, 2021
    • 13 replies
    • 542 views
    • 
    • Linda Wilkins
    • August 18, 2021

21. CARES ACT

    By PS, August 11, 2021
    • 4 replies
    • 400 views
    • 
    • PS
    • August 16, 2021

22. Form 6088 for frozen plan

    By Randee Sekol, August 12, 2021   

    • termination;pbgc
    • 1 reply
    • 211 views
    • 
    • CuseFan
    • August 12, 2021

23. Plan termination

    By PS, August 10, 2021
    • 4 replies
    • 209 views
    • 
    • PS
    • August 11, 2021

24. Safe Harbor Plan Termination

    By AmyETPA, July 26, 2021
    • 2 replies
    • 277 views
    • 
    • AmyETPA
    • July 30, 2021

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

    By MaryMcConnell, July 29, 2021
    • 5 replies
    • 538 views
    • 
    • Gilmore
    • July 30, 2021