Plan Terminations

1,040 topics in this forum

1. ESOP Plan Termination

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

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

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

3. Unsold real estate only asset in plan

   By rblum50, February 27, 2018
   • 14 replies
   • 1.7k views
   • 
   • BG5150
   • March 5, 2018

4. Underfunded Abandoned Pension Plan

   By Saiai, February 26, 2018   

   • pension
   • defined benefit
   • (and 2 more)

     Tagged with:

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

5. Small Balances in PBGC Plan Term

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

6. PS plan - company being sold

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

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

   By Belgarath, January 12, 2018
   • 7 replies
   • 1.5k views
   • 
   • Belgarath
   • January 16, 2018

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

   By waid10, December 18, 2017
   • 10 replies
   • 1.7k views
   • 
   • waid10
   • January 9, 2018

9. Participants reappear after plan termination

   By Carol V. Calhoun, May 25, 2017
   • 7 replies
   • 1.1k views
   • 
   • waid10
   • December 19, 2017

10. 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
    • 3.3k views
    • 
    • Bird
    • December 11, 2017

11. SIMPLE IRA termination

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

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

    By jessica401(k), October 6, 2017
    • 7 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 8, 2017

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

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

14. plan termination and final paycheck timing

    By K2retire, September 27, 2017
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • September 28, 2017

15. 5500 Due Date

    By Dougsbpc, September 11, 2017
    • 4 replies
    • 4.9k views
    • 
    • ETA Consulting LLC
    • September 12, 2017

16. 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
    • 2.6k views
    • 
    • K2retire
    • August 28, 2017

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

    By kwalified, July 12, 2017
    • 6 replies
    • 1.2k views
    • 
    • mchazka
    • August 3, 2017

18. 403(b) termination - restated document?

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

19. Allocation of Surplus Assets

    By Pension RC, July 12, 2017
    • 4 replies
    • 1.3k views
    • 
    • CuseFan
    • July 14, 2017

20. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24, 2017
    • 7 replies
    • 4.2k views
    • 
    • SavingsRUS
    • June 20, 2017

21. Plan termination, top heavy

    By DMcGovern, June 7, 2017
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 9, 2017

22. Frozen 401k plan

    By cpc0506, June 7, 2017
    • 9 replies
    • 2.1k views
    • 
    • BG5150
    • June 8, 2017

23. Plan termination - short year or not?

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

24. Plan Termination Date Revision

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

25. NOIT - 60 days

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