Plan Terminations

1,074 topics in this forum

1. Plan termination - short year or not?

   By Belgarath, June 7, 2017
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • June 7, 2017

2. Terminate Again

   By Dougsbpc, January 15, 2025
   • 3 replies
   • 1k views
   • 
   • truphao
   • January 16, 2025

3. Plan termination, top heavy

   By DMcGovern, June 7, 2017
   • 3 replies
   • 2.3k views
   • 
   • Tom Poje
   • June 9, 2017

4. termination of old keogh followed by adoption of new

   By Guest kprhok, November 10, 2008
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • November 11, 2008

5. Terminated Participants Prior to Plan Termination

   By Coleboy1, December 13, 2022
   • 3 replies
   • 960 views
   • 
   • Roycal
   • December 15, 2022

6. Dealing with QDRO

   By Randy Watson, November 22, 2010
   • 3 replies
   • 2.8k views
   • 
   • mbozek
   • November 22, 2010

7. Would Years of Service continue to accrue for vesting purposes in a frozen MPP Plan?

   By Lori H, July 1, 2010
   • 3 replies
   • 1.2k views
   • 
   • Lori H
   • July 1, 2010

8. QDRO - Date of Valuation

   By PS, April 23, 2020
   • 3 replies
   • 1.2k views
   • 
   • PS
   • June 15, 2020

9. Cash Value Insurance in Terminated Plan

   By Guest WHill, September 29, 1999
   • 3 replies
   • 1.7k views
   • 
   • KJohnson
   • September 30, 1999

10. Warrants in terminating plan

    By nancy, March 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 26, 2001

11. Stock acquisition/Controlled group

    By PS, March 16, 2022
    • 3 replies
    • 742 views
    • 
    • PS
    • March 18, 2022

12. Retroactive plan termination amendment

    By John A, October 20, 1999
    • 3 replies
    • 3.3k views
    • 
    • PensionPro
    • April 25, 2016

13. PS plan terminated; can its funds be transferred to same employer's DB plan without distribution election forms?

    By dmb, September 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2003

14. Deductible Contribution in Year of Termination?

    By Dougsbpc, February 3, 2006
    • 3 replies
    • 2.4k views
    • 
    • AndyH
    • February 16, 2006

15. Is a terminating plan required to offer an immediate annuity to a 30-y

    By David, December 9, 1999
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 9, 1999

16. Short plan year

    By PS, August 9, 2022
    • 3 replies
    • 2.4k views
    • 
    • D Lewis
    • August 10, 2022

17. Government contract canceled, did PPT occur?

    By thopkins, May 11, 2021
    • 3 replies
    • 652 views
    • 
    • thopkins
    • May 11, 2021

18. Whoops--forgot about the PBGC

    By Guest flogger, July 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 7, 2004

19. Ps or Sep plan for 1 year

    By Guest cascigm, December 10, 1999
    • 3 replies
    • 1.7k views
    • 
    • richard
    • December 30, 1999

20. Employee notice requirement for profit sharing plan

    By Renee H, August 10, 2022
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • November 8, 2022

21. PBGC audit briefly resurrects plan

    By SheilaD, April 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2012

22. Validity of old QJSA forms post-termination

    By Guest jam10, March 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 14, 2002

23. What date is a horizontal partial termination considered to have occur

    By Dave Baker, March 3, 2000
    • 3 replies
    • 2.3k views
    • 
    • Wessex
    • March 6, 2000

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

    By Lori H, September 28, 2017
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 29, 2017

25. Should client file for a determination letter when terminating his one

    By Fredman, March 2, 2000
    • 3 replies
    • 1.9k views
    • 
    • Ervin Barham
    • March 20, 2000

26. Terminating a UK pension

    By Guest Quacka, March 5, 2013
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 13, 2013

27. Plan term < restatement period; restatement needed?

    By TPApril, November 13, 2021
    • 3 replies
    • 1.5k views
    • 
    • ugueth
    • November 16, 2021

28. Plan Compensation limited

    By rcline46, February 4, 2016
    • 3 replies
    • 841 views
    • 
    • Tom Poje
    • February 4, 2016

29. Partial Plan Termination

    By Pammie57, November 15, 2021
    • 3 replies
    • 975 views
    • 
    • Luke Bailey
    • November 16, 2021

30. Successor Plan Rules

    By Below Ground, March 9, 2007
    • 3 replies
    • 5.1k views
    • 
    • Locust
    • March 12, 2007

31. Distribution of annuity upon termination of plan

    By chris, April 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • May 8, 2000

32. Missing Participants with no Social Security #s

    By Guest maddie7, February 5, 2016
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • May 6, 2016

33. Who is the Plan Sponsor of a Terminated Plan?

    By Dawn Hafner, May 4, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2000

34. notifying PBGC

    By erisageek1978, May 14, 2024
    • 3 replies
    • 1.2k views
    • 
    • Tom Veal
    • May 16, 2024

35. MP & PSP Plan Mergers - Optional Forms of Benefit

    By Guest Laura12345, November 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 25, 2002

36. ps plan: freeze or terminate?

    By Lori H, October 18, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • October 19, 2005

37. new owners - plan termination

    By Santo Gold, November 21, 2025
    • 3 replies
    • 506 views
    • 
    • Peter Gulia
    • November 21, 2025

38. RMD

    By Egold, June 21, 2025
    • 3 replies
    • 820 views
    • 
    • CuseFan
    • June 23, 2025

39. Plan Termination and Lost Documents

    By Guest Thornton, June 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 18, 2005

40. Post Termination Revenue Sharing

    By Ed Proulx, July 1, 2015   

    • Revenue Sharing
    • Fees
    • (and 1 more)

      Tagged with:

      • Revenue Sharing
      • Fees
      • termination
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • July 1, 2015

41. Plan terminated several years ago, forfeiture balance

    By Guest Iwonder, April 8, 2009
    • 3 replies
    • 2.7k views
    • 
    • Kevin C
    • April 9, 2009

42. DB Plan Termination Problem

    By dpav, May 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • dpav
    • May 27, 2021

43. IRA accounts for Missing Participants

    By Guest rgorman, December 21, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 22, 2006

44. Partial Plan Terminations

    By Belgarath, May 21, 2024
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • May 22, 2024

45. Stock sale - contribution

    By PS, March 31, 2022
    • 3 replies
    • 611 views
    • 
    • Luke Bailey
    • April 20, 2022

46. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 9, 2009

47. Participant terminated in plan year of termination. Fully vest?

    By Lori H, January 27, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • January 28, 2014

48. PBGC requesting extra information with form 501

    By SheilaD, October 26, 2015   

    • plan term
    • 501
    • (and 2 more)

      Tagged with:

      • plan term
      • 501
      • pbgc
      • document
    • 3 replies
    • 1.8k views
    • 
    • My 2 cents
    • October 29, 2015

49. plan termination and small accounts with non-vested amounts

    By 30Rock, February 28, 2023
    • 3 replies
    • 769 views
    • 
    • TheBoxMan
    • March 2, 2023

50. IRS Missing Participant Locator Service

    By Guest Robin.Wolf, September 6, 2007
    • 3 replies
    • 4.7k views
    • 
    • pmacduff
    • September 6, 2007