Plan Terminations

990 topics in this forum

1. QPLO

   By PS, July 28, 2021
   • 0 replies
   • 127 views
   • 
   • PS
   • July 28, 2021

2. Testing a terminating plan

   By TMcfall, July 22, 2021
   • 2 replies
   • 266 views
   • 
   • Bob the Swimmer
   • July 23, 2021

3. Vesting

   By PS, July 12, 2021
   • 9 replies
   • 739 views
   • 
   • PS
   • July 21, 2021

4. Anti-Cutback Issue for Mid-Year Safe Harbor Plan Termination Due to a Stock Sale

   By KJJ-TPA, November 6, 2020
   • 15 replies
   • 910 views
   • 
   • cheersmate
   • July 16, 2021

5. Plan Closure

   By thepensionmaven, December 30, 2020
   • 3 replies
   • 591 views
   • 
   • PeterN
   • July 9, 2021

6. Estate account

   By PS, June 25, 2021
   • 6 replies
   • 604 views
   • 
   • Bill Presson
   • July 6, 2021

7. Successor plan rules and one participant plans

   By TMcfall, June 16, 2021
   • 4 replies
   • 424 views
   • 
   • Luke Bailey
   • June 19, 2021

8. RMD

   By PS, June 17, 2021
   • 2 replies
   • 426 views
   • 
   • PS
   • June 17, 2021

9. Partial Termination - Vesting Requirements

   By Basil, June 15, 2021
   • 0 replies
   • 184 views
   • 
   • Basil
   • June 15, 2021

10. Terminating Safe Harbor 410(k) Plan Mid year - Retain SH status?

    By Lou S., June 14, 2021
    • 1 reply
    • 401 views
    • 
    • C. B. Zeller
    • June 14, 2021

11. DB Plan Termination Problem

    By dpav, May 26, 2021
    • 3 replies
    • 643 views
    • 
    • dpav
    • May 27, 2021

12. Government contract canceled, did PPT occur?

    By thopkins, May 11, 2021
    • 3 replies
    • 353 views
    • 
    • thopkins
    • May 11, 2021

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

    By lcollins300, May 10, 2021   

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

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

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

15. 403 B Plan termination

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

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

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

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

    By TPA Bob, February 23, 2021   

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

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

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

19. Final 945 form filing

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

20. Amendment after termination date

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

21. to vest or not to vest - DC plan

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

22. PBGC standard termination

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

23. Distributions restricted by Office of Foreign Access Control

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

24. 415 Limits for terminated plan

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

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

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