Plan Terminations

907 topics in this forum

1. Is 100% vested required?

   By MarZDoates, February 18, 2020
   • 6 replies
   • 722 views
   • 
   • Bird
   • February 19, 2020

2. Plan term - roth loan balance

   By pmacduff, January 28, 2020
   • 0 replies
   • 422 views
   • 
   • pmacduff
   • January 28, 2020

3. 401K Plan Termination freeze

   By Snicky, November 25, 2019
   • 9 replies
   • 1k views
   • 
   • Lou S.
   • December 3, 2019

4. Changing the Plan Termination Date

   By emmetttrudy, November 13, 2019
   • 1 reply
   • 226 views
   • 
   • Luke Bailey
   • November 15, 2019

5. Terminating non-PBGC covered Defined Benefit Plan

   By pixiebear, November 1, 2019
   • 1 reply
   • 514 views
   • 
   • CuseFan
   • November 1, 2019

6. Terminated Plan, Final 5500, investments remaining

   By FortinDM, October 25, 2019
   • 5 replies
   • 648 views
   • 
   • BG5150
   • October 28, 2019

7. Successor Plan Issue

   By ERISA-Bubs, September 24, 2019
   • 10 replies
   • 1.5k views
   • 
   • ERISA-Bubs
   • September 27, 2019

8. Appoint Plan Admin committee members after plan termination?

   By kmhaab, September 20, 2019
   • 7 replies
   • 222 views
   • 
   • Larry Starr
   • September 23, 2019

9. Plan termination payouts

   By pmacduff, September 10, 2019
   • 4 replies
   • 350 views
   • 
   • Bill Presson
   • September 11, 2019

10. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 466 views
    • 
    • John314
    • August 21, 2019

11. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • August 4, 2019

12. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 384 views
    • 
    • Belgarath
    • July 30, 2019

13. vesting on plan termination

    By Draper55, July 22, 2019
    • 1 reply
    • 365 views
    • 
    • 401_noob
    • July 24, 2019

14. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 882 views
    • 
    • rocknrolls2
    • June 12, 2019

15. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 5.9k views
    • 
    • Kal
    • June 5, 2019

16. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 741 views
    • 
    • JustnERPA
    • April 16, 2019

17. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • March 26, 2019

18. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13, 2019
    • 0 replies
    • 287 views
    • 
    • Towanda
    • March 13, 2019

19. Plan Termination and Guardian Plan

    By PS, February 6, 2019
    • 1 reply
    • 505 views
    • 
    • Kevin C
    • February 7, 2019

20. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 669 views
    • 
    • PS
    • February 6, 2019

21. Controlled Group

    By PS, January 18, 2019
    • 5 replies
    • 397 views
    • 
    • Luke Bailey
    • January 18, 2019

22. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 457 views
    • 
    • PS
    • January 16, 2019

23. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 540 views
    • 
    • Larry Starr
    • January 2, 2019

24. stock bonus plan Closely held stock on ESBP Plan Termination

    By MadDog1111, November 29, 2018   

    • plan termination
    • closely held stock
    • (and 2 more)

      Tagged with:

      • plan termination
      • closely held stock
      • employer stock
      • esop
    • 0 replies
    • 278 views
    • 
    • MadDog1111
    • November 29, 2018

25. No filing fee for form 5300, but what about the 5310?

    By katieinny, September 21, 2018
    • 0 replies
    • 516 views
    • 
    • katieinny
    • September 21, 2018