Plan Terminations

1,075 topics in this forum

1. Merging plan but noted as Terminating on plan audit

   By Lori H, September 12, 2016
   • 2 replies
   • 721 views
   • 
   • My 2 cents
   • September 13, 2016

2. Merging/Terminating Money Purchase plan

   By MarZDoates, November 12, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • November 12, 2001

3. mid year plan termination of SH plan

   By Guest EPS2, March 22, 2011
   • 9 replies
   • 13.4k views
   • 
   • K2retire
   • March 24, 2011

4. Minimum funding requirement due for terminated MPP

   By Guest Theresa, March 7, 2001
   • 2 replies
   • 1.9k views
   • 
   • Bill Berke
   • March 12, 2001

5. Minimum required distribution

   By PS, April 16, 2024
   • 5 replies
   • 980 views
   • 
   • david rigby
   • May 15, 2024

6. Minimum Top Heavy Contribution Requirement on a Terminated Plan

   By Guest pmayfie, May 30, 2002
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • May 31, 2002

7. Missed the deadline to file the PBGC 500

   By JARichardson, August 29, 2018   

   • db
   • 2 replies
   • 787 views
   • 
   • JARichardson
   • August 29, 2018

8. Missing document

   By Dougsbpc, August 19, 2002
   • 2 replies
   • 1.3k views
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   • david rigby
   • August 19, 2002

9. Missing Participant

   By Randy Watson, September 8, 2005
   • 8 replies
   • 3.4k views
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   • stephen
   • September 13, 2005

10. Missing Participant

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

11. Missing Participant

    By Randy Watson, January 24, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 15, 2008

12. Missing Participant Distribution Redux--Practitioner Preference?

    By Guest Katharine Jungkind, November 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 10, 2000

13. Missing Participant PBGC

    By bvhea, November 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • bvhea
    • November 30, 2005

14. Missing participant with fake Social Security Number

    By pixiebear, October 23, 2025
    • 12 replies
    • 1.2k views
    • 
    • FormsRstillmylife
    • October 27, 2025

15. Missing participants

    By jkdoll2, May 17, 2010
    • 0 replies
    • 1k views
    • 
    • jkdoll2
    • May 17, 2010

16. Missing Participants - PS plan terming w/ DB plan

    By mwyatt, February 27, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • March 2, 2002

17. Missing participants for whom automatic rollovers were done

    By Pension RC, November 29, 2012
    • 2 replies
    • 2k views
    • 
    • Mike Preston
    • November 30, 2012

18. Missing Participants Terminated Plans

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

19. Missing Participants with no Social Security #s

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

20. Missing Trustee

    By Guest Phil5421, June 18, 2008
    • 4 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 18, 2008

21. model 204(h) notice

    By emmetttrudy, August 12, 2010
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • August 13, 2010

22. Money Purchase Pension Plan Annuity

    By PS, July 11, 2024
    • 0 replies
    • 738 views
    • 
    • PS
    • July 11, 2024

23. Money Purchase Pension Plan merger final Form 5500

    By Guest tcunagin, November 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • November 21, 2002

24. Money Purchase Pension Program Terminations

    By Guest jjohnson, May 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 23, 2001

25. Money Purchase Plan

    By PS, October 12, 2021
    • 10 replies
    • 1k views
    • 
    • PS
    • October 14, 2021

26. Money Purchase Plan Merger

    By Guest pjrieck, July 31, 2002
    • 7 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2002

27. Money Purchase Plan Term / Required Contribution

    By sdix401k, September 3, 2008
    • 12 replies
    • 2.3k views
    • 
    • sdix401k
    • September 4, 2008

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

    By Belgarath, December 3, 2024
    • 13 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • December 13, 2024

29. Money Purchase Plan Termination: 5500-EZ

    By Guest reg_h2b, January 5, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 5, 2002

30. Money purchase plan, termination and spousal consent

    By Guest kmf, March 3, 2010
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 3, 2010

31. Money Purchase Termination

    By Guest, January 1, 1970
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 1, 1970

32. Money Purchase Termination

    By Scott, December 8, 2006
    • 0 replies
    • 1.6k views
    • 
    • Scott
    • December 8, 2006

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

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

34. MP Plan terminated 1/99; IRS termination approval 11/99; notice of IRS

    By Guest AndyL, April 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • April 23, 2001

35. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.3k views
    • 
    • PS
    • January 16, 2019

36. MPP PSP Merger / 5500

    By Guest ElKH, June 18, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 19, 2003

37. Multiple Employer 401k Plan Termination

    By Guest BenefitsGal5, May 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • Below Ground
    • May 18, 2010

38. Multiple Employer Plan if Continued Service to Participants After Leave Controlled Group

    By Guest texastax, March 11, 2005
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • March 11, 2005

39. Multiple Employer plan termination - one group spins off

    By Guest Jennyb473, July 9, 2009
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • July 15, 2009

40. Multiple-Employer Plan Situation

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

41. must the plan trustee sign?

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

42. MVA during a 401k termination

    By smallbusinessquestion, April 17, 2023
    • 8 replies
    • 4.7k views
    • 
    • Paul I
    • April 20, 2023

43. Name Change

    By PS, September 21, 2021
    • 2 replies
    • 800 views
    • 
    • PS
    • September 22, 2021

44. Naughty Client!

    By Guest LKHartnett, November 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2002

45. Necessary to Re-Terminate Plan?

    By Christine Roberts, August 2, 2001
    • 2 replies
    • 1.8k views
    • 
    • Alf
    • August 3, 2001

46. Need advice to terminate VEBA plan for small employer

    By Guest fplearner2005, April 10, 2005
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • April 10, 2005

47. need help figuring out how to argue contract is ambiguous for vesting of retiree benefits in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • July 13, 2004

48. New Form 5310

    By Medusa, January 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

49. new owners - plan termination

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

50. New Participants In A Terminated Plan?

    By mming, February 5, 2010
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • June 3, 2010