Plan Terminations

1,075 topics in this forum

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

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

2. 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

3. Final Contribution to a Money Purchase Plan.

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

4. QRP Conversion

   By Guest Mona, June 28, 2002
   • 1 reply
   • 1.7k views
   • 
   • jpod
   • June 28, 2002

5. Distribution from terminated? plan

   By chris, May 9, 2001
   • 3 replies
   • 1.7k views
   • 
   • chris
   • May 11, 2001

6. partial plan termination, or not?

   By K2retire, February 17, 2011
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • February 23, 2011

7. GUST/EGTRRA Amendments for Terminated Plan

   By Guest enelson, January 29, 2003
   • 4 replies
   • 1.7k views
   • 
   • KJohnson
   • January 29, 2003

8. PBGC plan termination

   By Guest Ron Sevcik, January 13, 2010
   • 1 reply
   • 1.7k views
   • 
   • Dougsbpc
   • January 15, 2010

9. Rev. Rul. 2003-85

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

10. Excess contribution ( profit sharing)

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

11. Ugh! Messy plan termination

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

12. termination of old keogh followed by adoption of new

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

13. Old documents - how far back?

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

14. Termination or merger of acquired subsidiary plans

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

15. Paying account for terminated plan

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

16. Terminating a UK pension

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

17. 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
    • 1.7k views
    • 
    • Lou S.
    • May 4, 2018

18. Distribution amounts on termed plan

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

19. T-H Minimum Contribution Under Terminated DC Plan

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

20. plan terminating final contribution

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

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

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

22. Plan Never Terminated!

    By Miner88, October 21, 2009
    • 4 replies
    • 1.7k views
    • 
    • Miner88
    • October 26, 2009

23. Unlocated Participants

    By Guest Emiliano, June 1, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • June 1, 2001

24. Target Benefit Plan to Cross-Tested

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

25. lost/missing participant

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

26. 16b indicator

    By PS, November 30, 2021
    • 8 replies
    • 1.7k views
    • 
    • PS
    • December 2, 2021

27. Plan termination when plan sponsor in bankruptcy

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

28. Ps or Sep plan for 1 year

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

29. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 31, 2002

30. Plan Termination notice

    By PS, November 27, 2023
    • 9 replies
    • 1.7k views
    • 
    • PS
    • January 3, 2024

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

    By Hoard1, August 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • September 10, 1999

32. Partial Plan Termination--Follow Up Questions

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

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

    By Guest NPWA, May 22, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • May 22, 2002

34. Cash Value Insurance in Terminated Plan

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

35. Partial Termination?

    By stephen, February 20, 2004
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 20, 2004

36. Plan Term'd: all assets not distributed

    By Spencer, December 10, 2008
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • December 11, 2008

37. Early retirement eligibility requirements upon plan termination

    By Guest meggie, January 26, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • January 26, 2001

38. Allocation of Surplus Assets

    By Pension RC, July 12, 2017
    • 4 replies
    • 1.7k views
    • 
    • CuseFan
    • July 14, 2017

39. Plan Termination - Plan Document

    By PJ2009, July 16, 2009
    • 5 replies
    • 1.7k views
    • 
    • PJ2009
    • July 17, 2009

40. DB Termination--Majority Owner Forego Benefits

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

41. Money Purchase Plan Termination: 5500-EZ

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

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

    By jkharvey, July 6, 2005
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • July 6, 2005

43. terminating a plan with no plan sponsor

    By eilano, September 20, 2001
    • 3 replies
    • 1.7k views
    • 
    • chris
    • September 21, 2001

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

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

45. Plan Termination - Outstanding Loans

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

46. Deferred Retirement Option Plan ("DROP")

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

47. 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

48. 401(k) Plan Term- VFCP corrections

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

49. Overlap between last payroll and plan termination date - how to process deferrals?

    By t.haley, October 18, 2024
    • 5 replies
    • 1.6k views
    • 
    • Bri
    • October 21, 2024

50. Plan Termination Process

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