Plan Terminations

1,069 topics in this forum

1. Minimum funding requirement due for terminated MPP

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

2. Minimum required distribution

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

3. 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

4. Missed the deadline to file the PBGC 500

   By JARichardson, August 29, 2018   

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

5. Missing document

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

6. Missing Participant

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

7. Missing Participant

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

8. Missing Participant

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

9. Missing Participant Distribution Redux--Practitioner Preference?

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

10. Missing Participant PBGC

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

11. Missing participant with fake Social Security Number

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

12. Missing participants

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

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

    By mwyatt, February 27, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • March 2, 2002

14. Missing participants for whom automatic rollovers were done

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

15. Missing Participants Terminated Plans

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

16. Missing Participants with no Social Security #s

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

17. Missing Trustee

    By Guest Phil5421, June 18, 2008
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • June 18, 2008

18. model 204(h) notice

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

19. Money Purchase Pension Plan Annuity

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

20. 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

21. Money Purchase Pension Program Terminations

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

22. Money Purchase Plan

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

23. Money Purchase Plan Merger

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

24. Money Purchase Plan Term / Required Contribution

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

25. 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

26. Money Purchase Plan Termination: 5500-EZ

    By Guest reg_h2b, January 5, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 5, 2002

27. Money purchase plan, termination and spousal consent

    By Guest kmf, March 3, 2010
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • March 3, 2010

28. Money Purchase Termination

    By Guest, January 1, 1970
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • January 1, 1970

29. Money Purchase Termination

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

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

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

31. 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

32. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.2k views
    • 
    • PS
    • January 16, 2019

33. MPP PSP Merger / 5500

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

34. Multiple Employer 401k Plan Termination

    By Guest BenefitsGal5, May 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • Below Ground
    • May 18, 2010

35. 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

36. Multiple Employer plan termination - one group spins off

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

37. Multiple-Employer Plan Situation

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

38. must the plan trustee sign?

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

39. MVA during a 401k termination

    By smallbusinessquestion, April 17, 2023
    • 8 replies
    • 4.3k views
    • 
    • Paul I
    • April 20, 2023

40. Name Change

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

41. Naughty Client!

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

42. Necessary to Re-Terminate Plan?

    By Christine Roberts, August 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • August 3, 2001

43. Need advice to terminate VEBA plan for small employer

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

44. 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

45. New Form 5310

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

46. New Participants In A Terminated Plan?

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

47. New plan - potential permanency issue?

    By Belgarath, November 1, 2013
    • 7 replies
    • 6.4k views
    • 
    • mbozek
    • November 2, 2013

48. New to documenting plan terminations

    By Guest chris4013, November 4, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 5, 2003

49. New User Fee and Small Plans

    By mwyatt, January 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2006

50. NHCE Reduction of benefits

    By Dougsbpc, May 30, 2008
    • 6 replies
    • 2.6k views
    • 
    • Dougsbpc
    • August 14, 2008