Plan Terminations

979 topics in this forum

1. Terminated Plan Assets Roll into New Plan Under Same Control Group - Unrelated or Related?

   By lcollins300, May 10, 2021   

   • related rollover
   • 1 reply
   • 407 views
   • 
   • CuseFan
   • May 11, 2021

2. Terminating Money Purcahse Plans--Lost Participants and Spousal Consent

   By BG5150, April 19, 2021
   • 7 replies
   • 621 views
   • 
   • Bird
   • May 7, 2021

3. 403 B Plan termination

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

4. PBGC 500 - excess assets to be transferred to QRP - qualified replacement plan - help with completion

   By Jakyasar, March 4, 2021
   • 2 replies
   • 284 views
   • 
   • Jakyasar
   • March 5, 2021

5. Plan Termination, Going to PEO, Replacement Plan Rules

   By TPA Bob, February 23, 2021   

   • peo
   • replacement plan
   • 2 replies
   • 254 views
   • 
   • TPA Bob
   • February 24, 2021

6. Partnership Dissolution - Safe Harbor 401(k) Plan

   By JRN, February 6, 2021
   • 1 reply
   • 297 views
   • 
   • Bird
   • February 8, 2021

7. Final 945 form filing

   By pmacduff, January 21, 2021
   • 2 replies
   • 231 views
   • 
   • vacat
   • January 30, 2021

8. Amendment after termination date

   By imchipbrown, January 20, 2021
   • 2 replies
   • 547 views
   • 
   • imchipbrown
   • January 20, 2021

9. to vest or not to vest - DC plan

   By Jakyasar, December 28, 2020
   • 2 replies
   • 228 views
   • 
   • Jakyasar
   • December 29, 2020

10. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 688 views
    • 
    • Jakyasar
    • October 26, 2020

11. Distributions restricted by Office of Foreign Access Control

    By ConnieStorer, October 15, 2020
    • 7 replies
    • 454 views
    • 
    • ConnieStorer
    • October 19, 2020

12. 415 Limits for terminated plan

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

13. Has anyone used the PBGC DC Plan missing participant program?

    By EBP, September 30, 2020
    • 0 replies
    • 342 views
    • 
    • EBP
    • September 30, 2020

14. Terminated PBGC covered cash balance plan unresponsive participant

    By cathyw, September 10, 2020
    • 1 reply
    • 443 views
    • 
    • CuseFan
    • September 10, 2020

15. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 6 replies
    • 6.6k views
    • 
    • JustMe
    • July 29, 2020

16. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 1.5k views
    • 
    • Belgarath
    • July 29, 2020

17. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 1.8k views
    • 
    • Luke Bailey
    • July 24, 2020

18. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 570 views
    • 
    • RatherBeGolfing
    • June 18, 2020

19. Revenue Sharing/credit

    By PS, June 15, 2020
    • 0 replies
    • 259 views
    • 
    • PS
    • June 15, 2020

20. QDRO - Date of Valuation

    By PS, April 23, 2020
    • 3 replies
    • 739 views
    • 
    • PS
    • June 15, 2020

21. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 553 views
    • 
    • Larry Starr
    • June 4, 2020

22. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 674 views
    • 
    • PS
    • April 17, 2020

23. Is 100% vested required?

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

24. Plan term - roth loan balance

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

25. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 1.1k views
    • 
    • Lou S.
    • December 3, 2019