Plan Terminations

1,077 topics in this forum

1. Lost assets found - after plan terminated

   By Guest TaxedToDeath, November 3, 2011
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • November 3, 2011

2. Non-responsive participants

   By Guest CWM, December 20, 2009
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • October 28, 2011

3. must the plan trustee sign?

   By K2retire, October 19, 2011
   • 4 replies
   • 1.3k views
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   • Bird
   • October 20, 2011

4. Defined Benefit Plan Termination

   By Doghouse, October 11, 2011
   • 2 replies
   • 1.8k views
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   • david rigby
   • October 13, 2011

5. Offering Lump Sum on Plan Termination

   By WestCoast, September 30, 2011
   • 1 reply
   • 1.8k views
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   • david rigby
   • September 30, 2011

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

   By Lori H, September 20, 2011
   • 27 replies
   • 5.1k views
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   • Guest
   • September 23, 2011

7. Is this a short plan year

   By RDY2RTR, September 20, 2011
   • 1 reply
   • 1.2k views
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   • rcline46
   • September 21, 2011

8. Plan termination due to death of owner

   By Guest lindamichals, September 14, 2011
   • 1 reply
   • 1.5k views
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   • mbozek
   • September 15, 2011

9. Safe Harbor Plan Termination

   By PFranckowiak, September 6, 2011
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • September 6, 2011

10. Partial Termination

    By david rigby, September 4, 2002
    • 12 replies
    • 5k views
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    • david rigby
    • August 25, 2011

11. Terminating Safe Habor Non-elective

    By PFranckowiak, August 25, 2011
    • 0 replies
    • 920 views
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    • PFranckowiak
    • August 25, 2011

12. Partial Plan Termination

    By Guest elang, August 2, 2011
    • 3 replies
    • 2k views
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    • david rigby
    • August 8, 2011

13. Excise Tax on Plan Termination

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • July 17, 2011

14. Term of a Safe harbor plan

    By doombuggy, July 14, 2011
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • July 14, 2011

15. EPCRS, Plan Termination & Audit

    By Guest mcw, July 6, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 8, 2011

16. Termination of PSP Portion of 401(k) Plan

    By chris, June 27, 2011
    • 4 replies
    • 2.5k views
    • 
    • Kevin C
    • June 29, 2011

17. Excise tax upon reversion

    By Guest Quacka, June 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 20, 2011

18. Pending Form 5300

    By ERISA25, June 8, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • June 8, 2011

19. Filing for Determination on a DB plan

    By Lori H, June 2, 2011
    • 1 reply
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 3, 2011

20. Plan term notice/DC plan

    By doombuggy, June 2, 2011
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • June 2, 2011

21. Plan was "terminated" years ago, but one participant remained.

    By katieinny, March 10, 2011
    • 1 reply
    • 1.2k views
    • 
    • doombuggy
    • June 2, 2011

22. DB Termination

    By Guest JMN, May 25, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2011

23. 401(k) termination

    By Guest Inhouse ERISA, May 6, 2011
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 6, 2011

24. Determination Letter Application

    By Guest MJ1, May 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 3, 2011

25. can a termination be rescined by board action

    By Scuba 401, April 12, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • April 15, 2011

26. DB Termination, No Participants, No Assets

    By Guest bobolink, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 3, 2011

27. mid year plan termination of SH plan

    By Guest EPS2, March 22, 2011
    • 9 replies
    • 13.5k views
    • 
    • K2retire
    • March 24, 2011

28. RMD From terminating DB plan

    By dmb, March 23, 2011
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • March 23, 2011

29. DC plan termination

    By thepensionmaven, March 10, 2011
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2011

30. how long after termination before plan must be paid out

    By Scuba 401, February 4, 2011
    • 2 replies
    • 1.9k views
    • 
    • thepensionmaven
    • March 10, 2011

31. Discovered plan was a PBGC Plan after termination

    By Randy Watson, March 8, 2011
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 8, 2011

32. distribution of assets after termination

    By Scuba 401, March 4, 2011
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • March 7, 2011

33. partial plan termination, or not?

    By K2retire, February 17, 2011
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 23, 2011

34. Excess Assets

    By Dougsbpc, January 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 27, 2011

35. Plan terminated - Did not mark final return on 1906

    By mattmc82, January 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • mattmc82
    • January 21, 2011

36. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
    • 0 replies
    • 985 views
    • 
    • Guest
    • January 19, 2011

37. Converting a 5300 to a 5310

    By Randy Watson, January 5, 2011
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • January 8, 2011

38. 5500 and participant accounts

    By 30Rock, December 27, 2010
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 27, 2010

39. What am I missing here? IRS & Plan Term Notice

    By Bruddah Kimo, December 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 24, 2010

40. PBGC Termination Extension

    By Randy Watson, December 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • December 21, 2010

41. Help with QDRO

    By Guest De26, December 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • December 9, 2010

42. Dealing with QDRO

    By Randy Watson, November 22, 2010
    • 3 replies
    • 2.9k views
    • 
    • mbozek
    • November 22, 2010

43. PBGC - Missing Participant - attach B

    By Guest JBY, November 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 19, 2010

44. Sole Prop Terminating SH 401(k) Mid Year

    By TBob, November 16, 2010
    • 0 replies
    • 1.4k views
    • 
    • TBob
    • November 16, 2010

45. Plan Termination Notice

    By Dazednconfused, November 11, 2010
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • November 11, 2010

46. Plan Termination and ADP/ACP Testing

    By Guest SWadd, November 9, 2010
    • 2 replies
    • 5.1k views
    • 
    • Tom Poje
    • November 11, 2010

47. DB Termination--Majority Owner Forego Benefits

    By Randy Watson, November 9, 2010
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • November 10, 2010

48. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 6, 2010

49. DB Termination-Participant Being Difficult

    By Randy Watson, November 2, 2010
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • November 2, 2010

50. Frozen DB Plan - Line 13p on Form 5310

    By Guest Eric A, August 5, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 1, 2010