Plan Terminations

1,025 topics in this forum

1. Successor Plan

   By PS, January 21, 2022
   • 8 replies
   • 934 views
   • 
   • PS
   • January 25, 2022

2. Termination - PBGC

   By PS, January 13, 2022
   • 4 replies
   • 406 views
   • 
   • PS
   • January 14, 2022

3. 16b indicator

   By PS, November 30, 2021
   • 8 replies
   • 799 views
   • 
   • PS
   • December 2, 2021

4. Qualified Replacement Plan More Than One

   By Ananda, November 18, 2021
   • 0 replies
   • 217 views
   • 
   • Ananda
   • November 18, 2021

5. Partial Plan Termination

   By Pammie57, November 15, 2021
   • 3 replies
   • 419 views
   • 
   • Luke Bailey
   • November 16, 2021

6. Plan term < restatement period; restatement needed?

   By TPApril, November 13, 2021
   • 3 replies
   • 1k views
   • 
   • ugueth
   • November 16, 2021

7. Excess contribution ( profit sharing)

   By PS, November 12, 2021
   • 23 replies
   • 1k views
   • 
   • PS
   • November 19, 2021

8. 401k limit

   By PS, November 11, 2021
   • 6 replies
   • 762 views
   • 
   • Luke Bailey
   • November 13, 2021

9. Volume Submitter Plan Termination

   By Ananda, November 11, 2021
   • 8 replies
   • 799 views
   • 
   • Luke Bailey
   • November 16, 2021

10. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH, November 10, 2021
    • 1 reply
    • 359 views
    • 
    • CuseFan
    • November 10, 2021

11. Form 6088 and unfunded DB Plan

    By Ananda, November 5, 2021
    • 1 reply
    • 246 views
    • 
    • Mike Preston
    • November 5, 2021

12. Non Prototype plan

    By PS, November 2, 2021
    • 2 replies
    • 316 views
    • 
    • PS
    • November 2, 2021

13. Plan term, participant not lost, can they be forced out?

    By BG5150, October 29, 2021
    • 5 replies
    • 435 views
    • 
    • Bill Presson
    • October 29, 2021

14. PBGC form 501 - how to reflect excess assets

    By Jakyasar, October 19, 2021
    • 2 replies
    • 568 views
    • 
    • Jakyasar
    • October 19, 2021

15. Plan termination - Term date

    By PS, October 19, 2021
    • 2 replies
    • 356 views
    • 
    • PS
    • October 19, 2021

16. True up

    By PS, October 13, 2021
    • 3 replies
    • 272 views
    • 
    • BG5150
    • October 20, 2021

17. Money Purchase Plan

    By PS, October 12, 2021
    • 10 replies
    • 454 views
    • 
    • PS
    • October 14, 2021

18. Form 5310 "Procedural Requirements Checklist"

    By Ananda, October 6, 2021
    • 2 replies
    • 339 views
    • 
    • DCPensionGal
    • October 7, 2021

19. Name Change

    By PS, September 21, 2021
    • 2 replies
    • 335 views
    • 
    • PS
    • September 22, 2021

20. After-Tax

    By PS, September 2, 2021
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • September 7, 2021

21. UNITED STATES v. WINDSOR

    By PS, September 1, 2021
    • 3 replies
    • 726 views
    • 
    • PS
    • September 2, 2021

22. Terminating Plan is Surviving Plan of Several Previous Plan Mergers - How far back to go with Answer to Line 12 on 5310?

    By Centerstage, August 25, 2021   

    • merger; termination; 5310
    • 0 replies
    • 217 views
    • 
    • Centerstage
    • August 25, 2021

23. 403 (b) plan and 5500

    By PS, August 24, 2021
    • 2 replies
    • 267 views
    • 
    • PS
    • August 25, 2021

24. CARES-ACT

    By PS, August 24, 2021
    • 3 replies
    • 462 views
    • 
    • RatherBeGolfing
    • August 25, 2021

25. Amendment

    By PS, August 20, 2021
    • 4 replies
    • 688 views
    • 
    • PS
    • August 23, 2021