Plan Terminations

983 topics in this forum

1. 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
   • 342 views
   • 
   • MadDog1111
   • November 29, 2018

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

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

3. dumb question RE unlocated participant

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

4. MEPs, PEPs & Plan Terminations

   By Greg Walker, August 28, 2018
   • 9 replies
   • 2.4k views
   • 
   • Greg Walker
   • August 31, 2018

5. Missed the deadline to file the PBGC 500

   By JARichardson, August 29, 2018   

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

6. vesting for terminated participant

   By Tom, August 9, 2018
   • 4 replies
   • 909 views
   • 
   • Tom
   • August 13, 2018

7. Lump Sum Option for Current Retirees upon Plan Termination

   By beartd, August 1, 2018
   • 2 replies
   • 579 views
   • 
   • Luke Bailey
   • August 2, 2018

8. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

   By maverick, September 24, 2002
   • 3 replies
   • 1.4k views
   • 
   • Below Ground
   • July 23, 2018

9. Partial plan termination - employees fired for dishonesty

   By rblum50, July 18, 2018
   • 12 replies
   • 808 views
   • 
   • CJ Allen
   • July 19, 2018

10. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 867 views
    • 
    • Draper55
    • July 12, 2018

11. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 524 views
    • 
    • Earl
    • June 28, 2018

12. allocation of excess assets limted to 8% for non-actives

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 267 views
    • 
    • Ted Munice
    • June 26, 2018

13. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab, May 31, 2018
    • 3 replies
    • 741 views
    • 
    • kmhaab
    • June 5, 2018

14. Asset Sale - Plan Termination Date

    By NickG, May 2, 2018   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • May 4, 2018

15. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 531 views
    • 
    • Madison71
    • April 5, 2018

16. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 2.8k views
    • 
    • Belgarath
    • March 26, 2018

17. Plan is terminating, not the participant: RMD needed?

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 894 views
    • 
    • AlbanyConsultant
    • March 23, 2018

18. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 721 views
    • 
    • CuseFan
    • March 23, 2018

19. Refund of fees reactivates plan over a year later?

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 593 views
    • 
    • AlbanyConsultant
    • March 19, 2018

20. Unsold real estate only asset in plan

    By rblum50, February 27, 2018
    • 14 replies
    • 1.5k views
    • 
    • BG5150
    • March 5, 2018

21. Underfunded Abandoned Pension Plan

    By Saiai, February 26, 2018   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • terminate
      • underfunded
    • 8 replies
    • 636 views
    • 
    • Luke Bailey
    • February 28, 2018

22. Small Balances in PBGC Plan Term

    By Earl, February 17, 2018
    • 0 replies
    • 359 views
    • 
    • Earl
    • February 17, 2018

23. PS plan - company being sold

    By thepensionmaven, February 9, 2018
    • 4 replies
    • 677 views
    • 
    • EBECatty
    • February 13, 2018

24. DC plan - post termination amendment to allow partial distributions

    By Belgarath, January 12, 2018
    • 7 replies
    • 1.2k views
    • 
    • Belgarath
    • January 16, 2018

25. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5, 2018
    • 8 replies
    • 2.7k views
    • 
    • Luke Bailey
    • January 9, 2018