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Level 2

Question

When do I need to file Form 5310

Forum|Forum|6 years ago
August 30, 2019
2 replies
16 views

No text available

A

Anonymous

see this because the proper form may depend on the type of plan

https://www.irs.gov/retirement-plans/terminating-a-retirement-plan

https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-plan-terminations

depending on the type of plan the PBGC may need to be notified

https://www.pbgc.gov/about/pg/other/how-pension-plans-end

rnaravaneAuthor

Level 2

Thanks for the reply. I followed the link and item # 8 on the page says this:

If desired, ask the IRS to make a determination about the plan's qualification status at termination by filing a determination letter request

Mine is an individual 401K plan and I am the only participant. If I roll over the money to another qualified plan, do I even need a determination about the plan's qualification status?