Plan Terminations

979 topics in this forum

1. Changing the Plan Termination Date

   By emmetttrudy, November 13, 2019
   • 1 reply
   • 277 views
   • 
   • Luke Bailey
   • November 15, 2019

2. Terminating non-PBGC covered Defined Benefit Plan

   By pixiebear, November 1, 2019
   • 1 reply
   • 733 views
   • 
   • CuseFan
   • November 1, 2019

3. Terminated Plan, Final 5500, investments remaining

   By Janice F, October 25, 2019
   • 5 replies
   • 1.1k views
   • 
   • BG5150
   • October 28, 2019

4. Successor Plan Issue

   By ERISA-Bubs, September 24, 2019
   • 10 replies
   • 2.1k views
   • 
   • ERISA-Bubs
   • September 27, 2019

5. Appoint Plan Admin committee members after plan termination?

   By kmhaab, September 20, 2019
   • 7 replies
   • 333 views
   • 
   • Larry Starr
   • September 23, 2019

6. Plan termination payouts

   By pmacduff, September 10, 2019
   • 4 replies
   • 553 views
   • 
   • Bill Presson
   • September 11, 2019

7. IRS turnaround time for Determination Letters on Plan Termination?

   By kmhaab, August 19, 2019
   • 3 replies
   • 560 views
   • 
   • John314
   • August 21, 2019

8. Safe Harbor 401k Plan Termination

   By mming, July 31, 2019
   • 3 replies
   • 2k views
   • 
   • Mike Preston
   • August 4, 2019

9. Top heavy for year of termination in 401(k)

   By Belgarath, July 30, 2019
   • 2 replies
   • 612 views
   • 
   • Belgarath
   • July 30, 2019

10. vesting on plan termination

    By Draper55, July 22, 2019
    • 1 reply
    • 437 views
    • 
    • 401_noob
    • July 24, 2019

11. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 1.4k views
    • 
    • rocknrolls2
    • June 12, 2019

12. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 6.1k views
    • 
    • Kal
    • June 5, 2019

13. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 869 views
    • 
    • JustnERPA
    • April 16, 2019

14. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • March 26, 2019

15. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13, 2019
    • 0 replies
    • 369 views
    • 
    • Towanda
    • March 13, 2019

16. Plan Termination and Guardian Plan

    By PS, February 6, 2019
    • 1 reply
    • 546 views
    • 
    • Kevin C
    • February 7, 2019

17. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 841 views
    • 
    • PS
    • February 6, 2019

18. Controlled Group

    By PS, January 18, 2019
    • 5 replies
    • 433 views
    • 
    • Luke Bailey
    • January 18, 2019

19. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 671 views
    • 
    • PS
    • January 16, 2019

20. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 612 views
    • 
    • Larry Starr
    • January 2, 2019

21. stock bonus plan Closely held stock on ESBP Plan Termination

    By MadDog1111, November 29, 2018   

    • plan termination
    • closely held stock
    • (and 2 more)

      Tagged with:

      • plan termination
      • closely held stock
      • employer stock
      • esop
    • 0 replies
    • 339 views
    • 
    • MadDog1111
    • November 29, 2018

22. No filing fee for form 5300, but what about the 5310?

    By katieinny, September 21, 2018
    • 0 replies
    • 572 views
    • 
    • katieinny
    • September 21, 2018

23. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 524 views
    • 
    • Larry Starr
    • September 12, 2018

24. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 2.3k views
    • 
    • Greg Walker
    • August 31, 2018

25. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

    • db
    • 2 replies
    • 497 views
    • 
    • JARichardson
    • August 29, 2018