Plan Terminations

983 topics in this forum

1. trustee to trustee transfer

   By Guest sue1jeff, April 22, 2003
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • April 22, 2003

2. Plan Termination

   By Guest Sunny, November 8, 2002
   • 10 replies
   • 6k views
   • 
   • KJohnson
   • April 18, 2003

3. Terminating a Target Benefit Plan

   By Guest Thornton, March 26, 2003
   • 1 reply
   • 1.3k views
   • 
   • AndyH
   • April 14, 2003

4. Top-Heavy "add backs" in the case of plan termination.

   By KJohnson, March 12, 2003
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 27, 2003

5. Information on terminating 401K?

   By Guest RONNIE WASEL, March 25, 2003
   • 0 replies
   • 880 views
   • 
   • Guest
   • March 25, 2003

6. welfare plan lost tax exempt status

   By Guest JD698, February 19, 2003
   • 1 reply
   • 862 views
   • 
   • mbozek
   • February 19, 2003

7. GUST/EGTRRA Amendments for Terminated Plan

   By Guest enelson, January 29, 2003
   • 4 replies
   • 1.4k views
   • 
   • KJohnson
   • January 29, 2003

8. Merging of Plan Sources

   By Guest KFLETT, January 20, 2003
   • 8 replies
   • 1.1k views
   • 
   • mbozek
   • January 20, 2003

9. Odd qt?

   By Guest mab, January 17, 2003
   • 1 reply
   • 990 views
   • 
   • david rigby
   • January 18, 2003

10. Filing 5310

    By Guest R. Daestrom, January 13, 2003
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • January 14, 2003

11. Help! information needed on survivor benefit

    By Guest P Duggan, January 13, 2003
    • 1 reply
    • 787 views
    • 
    • Guest
    • January 13, 2003

12. IRS Requesting EGTRRA Amendment for Terminated Plan

    By chris, January 8, 2003
    • 2 replies
    • 1.3k views
    • 
    • chris
    • January 8, 2003

13. Plan Terminated, Insurance Policy not distributed

    By Guest EBGEEK, January 4, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 8, 2003

14. PEO and Plan Termination

    By Guest kgsingletary, December 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • vebaguru
    • December 23, 2002

15. DC Plan Termination Procedures

    By Guest Kathleen Toth, December 6, 2002
    • 10 replies
    • 2.6k views
    • 
    • RCK
    • December 17, 2002

16. Form 5310

    By Guest ladycpa, December 10, 2002
    • 9 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 12, 2002

17. When forfeitures have always been used to offset employer contribution

    By John A, December 10, 1999
    • 14 replies
    • 2.7k views
    • 
    • mbozek
    • December 4, 2002

18. Form 5310

    By Guest ladycpa, November 25, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2002

19. MP & PSP Plan Mergers - Optional Forms of Benefit

    By Guest Laura12345, November 25, 2002
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • November 25, 2002

20. Distributing assets prior to Determination Letter

    By Guest HHR, November 14, 2002
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • November 25, 2002

21. GUST restatement upon final distr of assets??

    By dmb, November 21, 2002
    • 1 reply
    • 903 views
    • 
    • Appleby
    • November 21, 2002

22. Money Purchase Pension Plan merger final Form 5500

    By Guest tcunagin, November 19, 2002
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • November 21, 2002

23. Partial Plan Termination - Controlled Group of Corps with 2 plans ( 1

    By Guest HFOSTER, November 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 13, 2002

24. Plan Rollover vs. Plan Termination

    By Luis Miguel, November 12, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 12, 2002

25. Simple-IRA Termination Requirements?

    By Guest JBALLARINO, November 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 10, 2002