Plan Terminations

1,069 topics in this forum

1. Final Contribution to a Money Purchase Plan.

   By KJohnson, July 17, 1999
   • 0 replies
   • 1.7k views
   • 
   • KJohnson
   • July 17, 1999

2. Partial Plan Termination / Statute of Limitations

   By Guest BenefitsMind, January 22, 2016   

   • partial plan termination
   • form 5310
   • (and 1 more)

     Tagged with:

     • partial plan termination
     • form 5310
     • statute of limitations
   • 4 replies
   • 1.7k views
   • 
   • ESOP Guy
   • January 23, 2016

3. Terminating a UK pension

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

4. Excise Tax On DB Plan Reversions

   By Andy the Actuary, August 14, 2014
   • 4 replies
   • 1.7k views
   • 
   • My 2 cents
   • August 14, 2014

5. Termination or merger of acquired subsidiary plans

   By Guest TCP, September 18, 2006
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • September 19, 2006

6. Ugh! Messy plan termination

   By Santo Gold, October 27, 2006
   • 1 reply
   • 1.7k views
   • 
   • Leopurrd
   • October 27, 2006

7. termination of old keogh followed by adoption of new

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

8. Paying account for terminated plan

   By FJR, July 3, 2003
   • 7 replies
   • 1.7k views
   • 
   • FJR
   • July 9, 2003

9. PSP Termination w/DL - Partial Distribution - Percentage?

   By TCWalker, April 22, 2005
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • April 22, 2005

10. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.7k views
    • 
    • Pam Shoup
    • June 22, 2022

11. Old documents - how far back?

    By rcline46, January 29, 2013
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • January 30, 2013

12. Rev. Rul. 2003-85

    By Guest MLT323, August 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2003

13. Distribution amounts on termed plan

    By pbarrett, June 25, 2003
    • 5 replies
    • 1.7k views
    • 
    • RTK
    • June 25, 2003

14. plan terminating final contribution

    By CAR, March 5, 2002
    • 2 replies
    • 1.7k views
    • 
    • CAR
    • March 6, 2002

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

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

16. Target Benefit Plan to Cross-Tested

    By Guest KimAnn, December 14, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 14, 2001

17. lost/missing participant

    By Chippy, August 1, 2012
    • 3 replies
    • 1.7k views
    • 
    • Hojo
    • August 9, 2012

18. Excess contribution ( profit sharing)

    By PS, November 12, 2021
    • 23 replies
    • 1.7k views
    • 
    • PS
    • November 19, 2021

19. T-H Minimum Contribution Under Terminated DC Plan

    By davef, December 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • davef
    • December 17, 1999

20. Ps or Sep plan for 1 year

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

21. Partial Plan Termination--Follow Up Questions

    By Guest NPWA, May 23, 2002
    • 2 replies
    • 1.7k views
    • 
    • MGB
    • May 23, 2002

22. Profit Sharing contribution and Safe harbor for 2025

    By PS, August 13
    • 0 replies
    • 1.7k views
    • 
    • PS
    • August 13

23. Plan termination when plan sponsor in bankruptcy

    By Belgarath, June 4, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2002

24. Partial Plan Termination--Who Do You Vest?

    By Guest NPWA, May 22, 2002
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 22, 2002

25. Cash Value Insurance in Terminated Plan

    By Guest WHill, September 29, 1999
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • September 30, 1999

26. Partial Termination?

    By stephen, February 20, 2004
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • February 20, 2004

27. Unlocated Participants

    By Guest Emiliano, June 1, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 1, 2001

28. Plan Never Terminated!

    By Miner88, October 21, 2009
    • 4 replies
    • 1.6k views
    • 
    • Miner88
    • October 26, 2009

29. Plan Term'd: all assets not distributed

    By Spencer, December 10, 2008
    • 4 replies
    • 1.6k views
    • 
    • J Simmons
    • December 11, 2008

30. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • May 31, 2002

31. Asset Sale - Plan Termination Date

    By NickG, May 2, 2018   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • May 4, 2018

32. Plan Termination - Plan Document

    By PJ2009, July 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • PJ2009
    • July 17, 2009

33. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 1.6k views
    • 
    • A Shot in the Dark
    • September 15, 2022

34. Money Purchase Plan Termination: 5500-EZ

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

35. DB Termination--Majority Owner Forego Benefits

    By Randy Watson, November 9, 2010
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • November 10, 2010

36. Plan Termination - Outstanding Loans

    By Guest Christie Loeslein, December 29, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 29, 2011

37. OK to file final Form 5500 even though two distribution checks are sti

    By KJohnson, October 25, 2000
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • October 25, 2000

38. Distributions from a disqualified plan--what are the consequences?

    By Guest BenefitsRookie, October 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 25, 2000

39. terminating a plan with no plan sponsor

    By eilano, September 20, 2001
    • 3 replies
    • 1.6k views
    • 
    • chris
    • September 21, 2001

40. Simple IRA, /(k) and Qualified (k) Comparison

    By Hoard1, August 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • imchipbrown
    • September 10, 1999

41. 401(k) Plan Term- VFCP corrections

    By Guest MTransue, November 4, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 4, 2011

42. Plan Year End

    By Pension RC, February 4, 2014
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 5, 2014

43. Early retirement eligibility requirements upon plan termination

    By Guest meggie, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 26, 2001

44. Trying to pay assets out of MPPP. How to handle additional deposits made into the Trust.

    By jkharvey, July 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • July 6, 2005

45. Can a 403(b) plan be a successor plan?

    By Guest Karen Geiger, May 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2000

46. Deferred Retirement Option Plan ("DROP")

    By Felicia, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Felicia
    • January 26, 2001

47. Plan Termination Process

    By waid10, February 3, 2010
    • 2 replies
    • 1.6k views
    • 
    • waid10
    • February 4, 2010

48. Partial Termination

    By jkharvey, August 11, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 14, 2002

49. Money Purchase Termination

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

50. Notice to Interested Parties

    By SoCalActuary, July 7, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004