Plan Terminations

1,069 topics in this forum

1. Lost participant in a terminated plan with account greater than $5000

   By Guest mparker2028, July 18, 2005
   • 27 replies
   • 9.2k views
   • 
   • Guest
   • October 4, 2006

2. Options for life insurance contracts in a terminating MPP Plan

   By Lori H, September 20, 2011
   • 27 replies
   • 4.7k views
   • 
   • Guest
   • September 23, 2011

3. Excess contribution ( profit sharing)

   By PS, November 12, 2021
   • 23 replies
   • 1.7k views
   • 
   • PS
   • November 19, 2021

4. Termination vs merger - successor plan issue

   By Guest Robin Vatalaro, March 6, 2002
   • 21 replies
   • 6.8k views
   • 
   • jane123
   • February 2, 2009

5. Plan Permanency Rule

   By Idioteque9004, January 9, 2024   

   • irs
   • plan termination
   • 18 replies
   • 3.9k views
   • 
   • Peter Gulia
   • January 23, 2024

6. Majority Owner Waiver

   By Randy Watson, September 22, 2010
   • 17 replies
   • 5.9k views
   • 
   • Eric Taylor
   • September 11, 2012

7. Multiple-Employer Plan Situation

   By Guest lvegas, March 1, 2004
   • 17 replies
   • 8.5k views
   • 
   • Guest
   • March 12, 2004

8. Post termination audit

   By Belgarath, November 25, 2008
   • 16 replies
   • 3.3k views
   • 
   • Belgarath
   • April 24, 2009

9. Missing Participant

   By Guest JBauer, December 14, 2007
   • 16 replies
   • 4.9k views
   • 
   • Guest
   • December 20, 2007

10. DB Plan Termination - PBGC Plan for Owners?

    By Dougsbpc, November 1, 2003
    • 16 replies
    • 4.1k views
    • 
    • Mike Preston
    • November 5, 2003

11. Merging of assets except loans

    By Lori H, November 24, 2015
    • 16 replies
    • 2.5k views
    • 
    • Lori H
    • June 28, 2016

12. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 4.3k views
    • 
    • Belgarath
    • March 26, 2018

13. Anti-Cutback Issue for Mid-Year Safe Harbor Plan Termination Due to a Stock Sale

    By KJJ-TPA, November 6, 2020
    • 15 replies
    • 2.3k views
    • 
    • cheersmate
    • July 16, 2021

14. Distribution of Assets

    By Randy Watson, August 20, 2007
    • 15 replies
    • 4.3k views
    • 
    • Randy Watson
    • August 30, 2007

15. Worthless Stock in Terminating PS Plan

    By DP, August 10, 2005
    • 15 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2005

16. Stale Uncashed Checks After Plan Termination - what to do with them?

    By waid10, September 16, 2016   

    • pension
    • stale checks
    • (and 1 more)

      Tagged with:

      • pension
      • stale checks
      • uncashed checks
    • 14 replies
    • 3.7k views
    • 
    • Mike Preston
    • September 22, 2016

17. Unsold real estate only asset in plan

    By rblum50, February 27, 2018
    • 14 replies
    • 2.1k views
    • 
    • BG5150
    • March 5, 2018

18. When forfeitures have always been used to offset employer contribution

    By John A, December 10, 1999
    • 14 replies
    • 3.3k views
    • 
    • mbozek
    • December 4, 2002

19. Terminating profit sharing plan wants to force rollovers to co's 401k plan.

    By katieinny, November 9, 2012
    • 14 replies
    • 8.1k views
    • 
    • QDROphile
    • February 19, 2015

20. Forfeiture account

    By PS, August 16, 2021
    • 13 replies
    • 1.9k views
    • 
    • Linda Wilkins
    • August 18, 2021

21. Board Resolution to terminate plan?

    By AnnCK, June 29, 2022
    • 13 replies
    • 2.6k views
    • 
    • Barry Levy
    • June 30, 2022

22. Can a plan distribute all plan assets, terminate and then immediately start a new plan ?

    By Guest Moe Howard2, February 18, 2005
    • 13 replies
    • 4.5k views
    • 
    • Guest
    • January 31, 2008

23. Lump Sum Option in annuity contract

    By Guest Penelope, September 17, 2007
    • 13 replies
    • 5k views
    • 
    • Guest
    • December 10, 2007

24. Refund From Annuity Provider

    By Guest merlin, July 26, 2006
    • 13 replies
    • 4.3k views
    • 
    • Guest
    • August 1, 2006

25. Is the Plan Terminated?

    By Basically, April 14, 2023
    • 13 replies
    • 1.2k views
    • 
    • Ken Marblestone
    • April 17, 2023

26. I wanna be a rock 'n roll star!!!

    By Guest R. Daestrom, November 20, 2002
    • 13 replies
    • 3.6k views
    • 
    • J. Bringhurst
    • November 21, 2003

27. Money Purchase Plan termination where assets are with TIAA in individual annuities

    By Belgarath, December 3, 2024
    • 13 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • December 13, 2024

28. Missing participant with fake Social Security Number

    By pixiebear, October 23
    • 12 replies
    • 894 views
    • 
    • FormsRstillmylife
    • October 27

29. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 1.3k views
    • 
    • CJ Allen
    • July 19, 2018

30. terminating a Money Purchase plan

    By Guest biener, July 17, 2014
    • 12 replies
    • 6k views
    • 
    • KimberlyC
    • July 31, 2014

31. Settlement Fees Received after Plan Termination -HELP

    By Guest jvgatty, May 28, 2010
    • 12 replies
    • 5.1k views
    • 
    • PensionPro
    • October 2, 2012

32. Partial Termination

    By david rigby, September 4, 2002
    • 12 replies
    • 4.7k views
    • 
    • david rigby
    • August 25, 2011

33. Can plan adopt termination post-4/30/10 w/o restating?

    By AlbanyConsultant, August 24, 2010
    • 12 replies
    • 2.6k views
    • 
    • Belgarath
    • February 15, 2012

34. Employer forcing participants to attend meeting with Vendor

    By Guest jessecoates, July 16, 2013   

    • plan termination
    • 12 replies
    • 2.5k views
    • 
    • KJohnson
    • July 17, 2013

35. Partial Termination

    By Christine Roberts, April 15, 2003
    • 12 replies
    • 4.8k views
    • 
    • Belgarath
    • September 25, 2006

36. IRS approval on this plan termination? Doubtful.

    By Guest dhall, September 27, 2008
    • 12 replies
    • 4.2k views
    • 
    • Lou S.
    • December 3, 2008

37. Money Purchase Plan Term / Required Contribution

    By sdix401k, September 3, 2008
    • 12 replies
    • 2.2k views
    • 
    • sdix401k
    • September 4, 2008

38. Retroactive Plan Termination

    By Below Ground, October 6, 2023
    • 11 replies
    • 2.6k views
    • 
    • Below Ground
    • October 18, 2023

39. Partial Termination - Who Vests?

    By Guest CHUDS100, May 14, 2009
    • 11 replies
    • 5.3k views
    • 
    • Hojo
    • July 8, 2013

40. OK to terminate a profit-sharing plan and immediately start a 401(k) p

    By John A, July 19, 2000
    • 11 replies
    • 4.3k views
    • 
    • KJohnson
    • September 4, 2002

41. Future Plan Termination

    By DP, June 10, 2005
    • 11 replies
    • 2.5k views
    • 
    • WDIK
    • June 15, 2005

42. DB Plan termination but with a difficult participant....

    By mphs77, November 17, 2014
    • 11 replies
    • 3.4k views
    • 
    • mbozek
    • November 19, 2014

43. Has anyone been court appointed to terminate a plan?

    By Guest Bearlee, March 15, 2008
    • 11 replies
    • 3.1k views
    • 
    • alexa
    • December 8, 2009

44. Early Plan Termination

    By Guest mjr, June 1, 2003
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • June 4, 2003

45. Money Purchase Plan

    By PS, October 12, 2021
    • 10 replies
    • 954 views
    • 
    • PS
    • October 14, 2021

46. GIC Surrender Charge - Terminated Plan

    By 52626, February 26, 2016
    • 10 replies
    • 2.3k views
    • 
    • GMK
    • July 21, 2016

47. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 7k views
    • 
    • Kal
    • June 5, 2019

48. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.6k views
    • 
    • ERISA-Bubs
    • September 27, 2019

49. Testing

    By PS, January 24, 2023
    • 10 replies
    • 1.1k views
    • 
    • PS
    • January 24, 2023

50. DC Plan Termination Procedures

    By Guest Kathleen Toth, December 6, 2002
    • 10 replies
    • 3k views
    • 
    • RCK
    • December 17, 2002