Plan Terminations

1,025 topics in this forum

1. Springing Safe Harbor

   By PS, July 6, 2022
   • 5 replies
   • 335 views
   • 
   • PS
   • July 8, 2022

2. Board Resolution to terminate plan?

   By AnnCK, June 29, 2022
   • 13 replies
   • 963 views
   • 
   • Barry Levy
   • June 30, 2022

3. Terminate DC plan prior to Cycle 3 restatement deadline?

   By David Peckham, June 23, 2022
   • 1 reply
   • 320 views
   • 
   • CuseFan
   • June 24, 2022

4. Stable Value Fund

   By PS, June 21, 2022
   • 5 replies
   • 479 views
   • 
   • Pam Shoup
   • June 22, 2022

5. Asset Sale -Plan Termination

   By thepensionmaven, May 19, 2022
   • 10 replies
   • 752 views
   • 
   • Luke Bailey
   • May 22, 2022

6. Amendment

   By PS, April 25, 2022
   • 7 replies
   • 482 views
   • 
   • EBP
   • April 27, 2022

7. Terminating plan - Unknown

   By PS, April 15, 2022
   • 5 replies
   • 374 views
   • 
   • Nate S
   • April 21, 2022

8. Employer incentive and employer Match

   By PS, April 15, 2022
   • 0 replies
   • 113 views
   • 
   • PS
   • April 15, 2022

9. Rolling Over Excess Assets To A Qualified Replacement Plan

   By Lucky32, April 14, 2022
   • 9 replies
   • 709 views
   • 
   • Bri
   • May 20, 2022

10. Defined Benefit Termination - $0 Accrued Benefit

    By pixiebear, April 14, 2022
    • 3 replies
    • 408 views
    • 
    • david rigby
    • April 15, 2022

11. Plan termination - plan had been a large plan

    By Pammie57, April 4, 2022
    • 3 replies
    • 273 views
    • 
    • Luke Bailey
    • April 22, 2022

12. Late PBGC Form 500

    By Dalai Pookah, March 31, 2022
    • 1 reply
    • 168 views
    • 
    • Nate S
    • April 7, 2022

13. Stock sale - contribution

    By PS, March 31, 2022
    • 3 replies
    • 291 views
    • 
    • Luke Bailey
    • April 20, 2022

14. Acquisition and Cycle 3 Restatement

    By msmith, March 28, 2022
    • 4 replies
    • 523 views
    • 
    • msmith
    • March 30, 2022

15. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 498 views
    • 
    • PS
    • March 23, 2022

16. Stock acquisition/Controlled group

    By PS, March 16, 2022
    • 3 replies
    • 272 views
    • 
    • PS
    • March 18, 2022

17. 1099-NEC form

    By PS, March 10, 2022
    • 8 replies
    • 673 views
    • 
    • PS
    • March 17, 2022

18. Forfeiture balance

    By PS, March 10, 2022
    • 5 replies
    • 731 views
    • 
    • Bri
    • March 10, 2022

19. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 893 views
    • 
    • Bird
    • February 28, 2022

20. Plan Termination - vesting

    By Lou81, February 17, 2022
    • 4 replies
    • 414 views
    • 
    • Lou81
    • February 18, 2022

21. Profit Sharing

    By PS, February 8, 2022
    • 5 replies
    • 944 views
    • 
    • PS
    • February 18, 2022

22. Plan terminated mid-year - Question on census

    By Pammie57, February 2, 2022
    • 3 replies
    • 476 views
    • 
    • Nate S
    • February 3, 2022

23. Vesting - 5 year break in service

    By PS, January 31, 2022
    • 7 replies
    • 1.2k views
    • 
    • PS
    • February 7, 2022

24. Successor plan

    By PS, January 27, 2022
    • 1 reply
    • 450 views
    • 
    • CuseFan
    • January 27, 2022

25. Safe Harbor portion

    By PS, January 26, 2022
    • 4 replies
    • 326 views
    • 
    • PS
    • January 27, 2022