Found 260 Matching Items; Displaying 1 - 10.
Partial termination of plan
This issue snapshot will focus on the impact of Revenue Ruling 2007-43 in determining if a partial termination occurred. It will also address vesting requirements and affected employees.
General Information
Administrators
401k plan termination
Understand the process of terminating your 401(k) if you decide the plan no longer suites your business.
General Information
Administrators
Retirement topics - Termination of plan
Since an employer isn’t required by law to provide a retirement plan for employees, it can terminate its retirement plan. An employer can terminate a plan for various reasons.
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Administrators
Retirement plans FAQs regarding plan terminations
Insights into asset distribution upon plan termination.
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Administrators
Retirement plan FAQs regarding partial plan termination
Retirement Plan FAQs regarding Partial Plan Termination
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Administrators
Plan amendments required before termination
One of the steps to take before terminating your retirement plan is to make sure your plan document includes all law changes your plan was required to follow as of the plan’s termination date.
These
General Information
Administrators
Plan Termination: Failure to Timely Distribute Assets
This Snapshot discusses the holding in Rev. Rul. 89-87 about a plan that fails to timely distribute assets upon plan termination.
General Information
Instructions for Form 5310, Application for Determination for Terminating Plan
File Form 5310, Application for Determination Upon Termination, to request a determination letter as to the qualified status (under section 401(a) or section 403(a)) of a pension, profit-sharing, or other deferred compensation plan upon plan termination.
Forms and Instructions
Fixing common plan mistakes - Using EPCRS to terminate an orphan plan
The Fix Is In: Common Plan Mistakes - Using EPCRS to Terminate an Orphan Plan
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Administrators