Plan Terminations

984 topics in this forum

1. Terminating Phantom Stock Plan

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

2. DB Terminated and assets distributed - somehow missed an account

   By waid10, December 18, 2017
   • 10 replies
   • 1.4k views
   • 
   • waid10
   • January 9, 2018

3. Participants reappear after plan termination

   By Carol V. Calhoun, May 25, 2017
   • 7 replies
   • 811 views
   • 
   • waid10
   • December 19, 2017

4. Given the cost of filing a 5310, how many are still doing it?

   By katieinny, December 7, 2017   

   • how are you handling your terminations?
   • 9 replies
   • 2.8k views
   • 
   • Bird
   • December 11, 2017

5. SIMPLE IRA termination

   By HipHiro, October 18, 2017
   • 1 reply
   • 633 views
   • 
   • ETA Consulting LLC
   • October 19, 2017

6. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

   By jessica401(k), October 6, 2017
   • 7 replies
   • 816 views
   • 
   • ETA Consulting LLC
   • October 8, 2017

7. Distribution of an ancient MassMutual annuity from a Pension Plan.

   By Lori H, September 28, 2017
   • 3 replies
   • 709 views
   • 
   • Belgarath
   • September 29, 2017

8. plan termination and final paycheck timing

   By K2retire, September 27, 2017
   • 5 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • September 28, 2017

9. 5500 Due Date

   By Dougsbpc, September 11, 2017
   • 4 replies
   • 4.3k views
   • 
   • ETA Consulting LLC
   • September 12, 2017

10. Terminating plan with unresponsive beneficiary

    By K2retire, August 24, 2017   

    • plan termination
    • deceased participant
    • (and 1 more)

      Tagged with:

      • plan termination
      • deceased participant
      • unresponsive beneficiary
    • 10 replies
    • 2.2k views
    • 
    • K2retire
    • August 28, 2017

11. plan year end and extension due date for merged plan?

    By kwalified, July 12, 2017
    • 6 replies
    • 947 views
    • 
    • mchazka
    • August 3, 2017

12. 403(b) termination - restated document?

    By Belgarath, July 14, 2017
    • 4 replies
    • 651 views
    • 
    • Belgarath
    • July 18, 2017

13. Allocation of Surplus Assets

    By Pension RC, July 12, 2017
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • July 14, 2017

14. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24, 2017
    • 7 replies
    • 3.6k views
    • 
    • SavingsRUS
    • June 20, 2017

15. Plan termination, top heavy

    By DMcGovern, June 7, 2017
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 9, 2017

16. Frozen 401k plan

    By cpc0506, June 7, 2017
    • 9 replies
    • 1.7k views
    • 
    • BG5150
    • June 8, 2017

17. Plan termination - short year or not?

    By Belgarath, June 7, 2017
    • 3 replies
    • 864 views
    • 
    • Mike Preston
    • June 7, 2017

18. Plan Termination Date Revision

    By 401_noob, June 7, 2017
    • 2 replies
    • 861 views
    • 
    • ESOP Guy
    • June 7, 2017

19. NOIT - 60 days

    By ndj2377, June 2, 2017
    • 2 replies
    • 379 views
    • 
    • ndj2377
    • June 2, 2017

20. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW, May 26, 2017
    • 7 replies
    • 844 views
    • 
    • My 2 cents
    • May 31, 2017

21. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

    • safe harbor non-elective
    • 1 reply
    • 790 views
    • 
    • Tom Poje
    • May 17, 2017

22. Partial Plan Termination?

    By Belgarath, May 15, 2017
    • 1 reply
    • 476 views
    • 
    • K2retire
    • May 15, 2017

23. Final 5500 Extended Due Date

    By Pension RC, March 22, 2017
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • March 23, 2017

24. Active receiving benefit

    By Pension RC, February 20, 2017
    • 1 reply
    • 712 views
    • 
    • david rigby
    • February 20, 2017

25. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16, 2017
    • 4 replies
    • 1.8k views
    • 
    • My 2 cents
    • February 17, 2017