Plan Terminations

1,078 topics in this forum

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

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

2. Permanence?

   By Guest bobolink, October 29, 2010
   • 1 reply
   • 1.4k views
   • 
   • My 2 cents
   • October 29, 2010

3. paid out terminated plan, then old accounts found

   By Guest APSTLC, October 28, 2010
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 28, 2010

4. Partial Termination & Economy

   By Guest dhall, October 18, 2010
   • 4 replies
   • 1.4k views
   • 
   • movedon
   • October 19, 2010

5. Loan payment after plan termination

   By Guest nlamorte, October 8, 2010
   • 2 replies
   • 3.9k views
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   • TPAMan
   • October 8, 2010

6. Distributions

   By Guest Paula G, October 4, 2010
   • 1 reply
   • 1.2k views
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   • david rigby
   • October 4, 2010

7. PSP Sole participant deceased

   By Lori H, September 1, 2010
   • 1 reply
   • 1.2k views
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   • Bird
   • September 2, 2010

8. Plan terminating but participant won't request distribution

   By M Norton, August 25, 2010
   • 7 replies
   • 1.9k views
   • 
   • david rigby
   • August 25, 2010

9. model 204(h) notice

   By emmetttrudy, August 12, 2010
   • 1 reply
   • 3.8k views
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   • Guest
   • August 13, 2010

10. 204(h) Notice Required?

    By Dougsbpc, August 8, 2010
    • 1 reply
    • 2.9k views
    • 
    • My 2 cents
    • August 9, 2010

11. Gap of required amendments on the cumulative list

    By Guest PivotTable, August 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 8, 2010

12. partial termination and rehires

    By DPL, August 4, 2010
    • 2 replies
    • 1.6k views
    • 
    • DPL
    • August 5, 2010

13. Contribution req. in year of term?

    By Guest Penny17, July 29, 2010
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2010

14. 401(h) funds in a plan termination

    By Guest KMT, July 10, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 10, 2010

15. Partial Plan Termination: Controlled Group

    By Guest BenefitsMind, July 6, 2010
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • July 6, 2010

16. Transfer of assets from qualified plan to nonqualified plan

    By t.haley, July 2, 2010
    • 2 replies
    • 1.2k views
    • 
    • t.haley
    • July 2, 2010

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

    By Lori H, July 1, 2010
    • 3 replies
    • 1.3k views
    • 
    • Lori H
    • July 1, 2010

18. Private Annuities

    By Guest Ellen Levy, May 14, 2010
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • July 1, 2010

19. Physicians Pension Plan could come up short on funding for 2009 due to Medicare Cuts

    By Lori H, June 29, 2010
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • June 30, 2010

20. Store closing & Partial Plan Termination

    By Dazednconfused, June 23, 2010
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 24, 2010

21. How Much Time Does Employer Have To Distribute Funds After Employee Requests Funds

    By Guest curtis1007, June 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • K2retire
    • June 9, 2010

22. New Participants In A Terminated Plan?

    By mming, February 5, 2010
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • June 3, 2010

23. Partial Termination (yet again)

    By jkharvey, March 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 2, 2010

24. Multiple Employer 401k Plan Termination

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

25. Missing participants

    By jkdoll2, May 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • jkdoll2
    • May 17, 2010

26. Default IRA Rollovers

    By Guest Tom:, February 12, 2010
    • 6 replies
    • 3.6k views
    • 
    • Spencer
    • May 3, 2010

27. Plan is Top Heavy, what comp do I use?

    By BG5150, April 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • April 30, 2010

28. Request for LOD on Plan Termination

    By Susan S., April 23, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • April 23, 2010

29. VESTING ISSUE AND PLAN TERMINATION

    By HarleyBabe, April 1, 2010
    • 5 replies
    • 1.7k views
    • 
    • Trekker
    • April 8, 2010

30. Plan Termination and RMD

    By Dougsbpc, March 26, 2010
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • March 28, 2010

31. Bankruptcy & plan termination

    By Guest mbv, March 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 26, 2010

32. How long to wait for non-responders?

    By AlbanyConsultant, March 26, 2010
    • 0 replies
    • 954 views
    • 
    • AlbanyConsultant
    • March 26, 2010

33. Allocation of Distribution Expenses in a Cash Balance Pension Plan Termination

    By Guest Dressageho, February 25, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 25, 2010

34. Required amendments for terminating plans

    By britoski, March 15, 2010
    • 0 replies
    • 4.3k views
    • 
    • britoski
    • March 15, 2010

35. Top Heavy and Forfeiture Reallocation

    By Guest dhall, March 12, 2010
    • 1 reply
    • 2.7k views
    • 
    • Kevin C
    • March 12, 2010

36. 5310 Notice to Interested Parties

    By Guest medinael, November 8, 2007
    • 5 replies
    • 7.1k views
    • 
    • 401 Chaos
    • March 3, 2010

37. Money purchase plan, termination and spousal consent

    By Guest kmf, March 3, 2010
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • March 3, 2010

38. Are Surplus Assets Ever an Accrued Benefit?

    By Blackbirch, February 4, 2010
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010

39. Plan Termination Process

    By waid10, February 3, 2010
    • 2 replies
    • 1.7k views
    • 
    • waid10
    • February 4, 2010

40. Partial terminations

    By Guest Salvador A Mander, February 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 2, 2010

41. IRS Letter for Terminated Plan

    By Susan S., January 29, 2010
    • 1 reply
    • 1.6k views
    • 
    • Sully
    • January 30, 2010

42. DB Termination - Rollover Question

    By Guest ebailey, January 27, 2010
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • January 27, 2010

43. DB termination timing

    By ombskid, January 24, 2010
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • January 26, 2010

44. PBGC plan termination

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

45. Restatement and Termination

    By John Feldt ERPA CPC QPA, January 6, 2010
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • January 6, 2010

46. Trailing Dividends and Plan Termination

    By Guest jjren, December 29, 2009
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • December 30, 2009

47. Annuity Provider

    By Guest C.Meyers, December 22, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2009

48. Notice to Interested Parties

    By fiona1, December 16, 2009
    • 0 replies
    • 1.9k views
    • 
    • fiona1
    • December 16, 2009

49. DC plan termination

    By Guest JM123, December 15, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2009

50. Has anyone been court appointed to terminate a plan?

    By Guest Bearlee, March 15, 2008
    • 11 replies
    • 3.2k views
    • 
    • alexa
    • December 8, 2009