Plan Terminations

1,069 topics in this forum

1. Plan termination - plan had been a large plan

   By Pammie57, April 4, 2022
   • 3 replies
   • 553 views
   • 
   • Luke Bailey
   • April 22, 2022

2. Partial Termination in Merger

   By Guest BWORC, August 5, 2008
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • August 6, 2008

3. 5500 deadline for Terminated Plan

   By Guest crystalg, March 18, 2002
   • 3 replies
   • 4.6k views
   • 
   • Mike Preston
   • March 31, 2015

4. 5310 user fee

   By Guest KLCarter, December 27, 2006
   • 3 replies
   • 2.5k views
   • 
   • J. Bringhurst
   • December 27, 2006

5. Plan terminated mid-year - Question on census

   By Pammie57, February 2, 2022
   • 3 replies
   • 841 views
   • 
   • Nate S
   • February 3, 2022

6. Is plan required to contact participant in prison?

   By jkharvey, October 21, 2013   

   • Distribution at Plan term.
   • 3 replies
   • 2.2k views
   • 
   • mbozek
   • October 25, 2013

7. Pooled employer plan

   By PS, August 29, 2022
   • 3 replies
   • 1.4k views
   • 
   • Luke Bailey
   • August 31, 2022

8. Fidelity Bond

   By PainPA, December 5, 2007
   • 3 replies
   • 1.9k views
   • 
   • JanetM
   • December 5, 2007

9. Can directed Trustee be removed during Plan Termination?

   By Bruddah Kimo, September 30, 2009
   • 3 replies
   • 1.9k views
   • 
   • Bruddah Kimo
   • October 1, 2009

10. distribution of assets after termination

    By Scuba 401, March 4, 2011
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • March 7, 2011

11. Form 2678

    By PS, October 3, 2023
    • 3 replies
    • 860 views
    • 
    • Bri
    • October 3, 2023

12. Frozen plan to be terminated

    By chris, June 17, 2003
    • 3 replies
    • 1.4k views
    • 
    • chris
    • June 18, 2003

13. Defined Benefits Pension Plan:

    By Guest ejandvj@znet.com, March 31, 2005
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • March 31, 2005

14. Summary Annual Report

    By DTH, August 20, 2003
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • August 21, 2003

15. Tax Refunds to Plan after termination and full distribution of assets

    By Guest Paul Jalazo, December 29, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 2, 2001

16. Plan termination when plan sponsor in bankruptcy

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

17. may a parent assume liability for a subsidiary and avoid a termination

    By Guest ERISAQuestioner, February 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2009

18. Puerto Rico Plan Termination

    By PS, May 24, 2023
    • 3 replies
    • 1.5k views
    • 
    • PS
    • July 19, 2024

19. Plan Closure

    By thepensionmaven, December 30, 2020
    • 3 replies
    • 1k views
    • 
    • PeterN
    • July 9, 2021

20. severance pay

    By Guest dublinirish, December 15, 2008
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • December 16, 2008

21. how long after termination before plan must be paid out

    By Scuba 401, February 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • thepensionmaven
    • March 10, 2011

22. Assets moved into Terminated Plan

    By Guest Beneflaw, February 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 6, 2012

23. Decision Not To Request IRS Determination Letter

    By Andy the Actuary, August 25, 2014
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • August 26, 2014

24. Plan termination and self employment income

    By Guest tmills, June 10, 2013
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2013

25. Final 5500 Extended Due Date

    By Pension RC, March 22, 2017
    • 2 replies
    • 1.4k views
    • 
    • Calavera
    • March 23, 2017

26. Severance

    By PS, December 6, 2024
    • 2 replies
    • 855 views
    • 
    • CuseFan
    • December 6, 2024

27. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

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

28. Non-Prototype Accounts

    By PS, November 15, 2022
    • 2 replies
    • 664 views
    • 
    • PS
    • November 15, 2022

29. plan terminating final contribution

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

30. Contribution for terminated MPPP?

    By jkharvey, March 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • jkharvey
    • March 22, 2001

31. DB plan terminating with excess assets

    By Belgarath, February 23, 2007
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • February 23, 2007

32. DB PLan Termination - what amendments are required?

    By mariemonroe, September 9, 2008
    • 2 replies
    • 1.6k views
    • 
    • mariemonroe
    • September 10, 2008

33. Termination of Safe Harbor 401(k)

    By MarZDoates, November 3, 2006
    • 2 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 3, 2006

34. Question 17J on the 5310

    By Belgarath, June 19, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 27, 2003

35. Defined Benefit Plan Termination

    By Doghouse, October 11, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • October 13, 2011

36. Merger of PS and MP - final 5500 needed?

    By Guest RONNIE WASEL, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 6, 2004

37. Plan Termination - Outstanding Loans

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

38. Defined Benefit Pension Plan -- Permanency Issue

    By JRN, March 31, 2015
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 31, 2015

39. Bankruptcy & plan termination

    By Guest mbv, March 26, 2010
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 26, 2010

40. Rehiring employee after plan termination

    By erisageek1978, August 15, 2024
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 16, 2024

41. Necessary to Re-Terminate Plan?

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

42. RMD

    By PS, June 17, 2021
    • 2 replies
    • 1.1k views
    • 
    • PS
    • June 17, 2021

43. DC Termination-Participant deceased

    By Lori H, September 10, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 11, 2008

44. Rules for plan termination

    By Guest JohnSB, December 13, 2007
    • 2 replies
    • 2.9k views
    • 
    • JanetM
    • December 13, 2007

45. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 921 views
    • 
    • Belgarath
    • July 30, 2019

46. Lump Sum Value of Long-Ago Majority Owner 70 1/2 Election

    By Guest D.W., December 19, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 15, 2014

47. Plan Eligible on USERRA-protected Active Duty

    By J Simmons, August 15, 2007
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • August 15, 2007

48. Plan Termination, Going to PEO, Replacement Plan Rules

    By TPA Bob, February 23, 2021   

    • peo
    • replacement plan
    • 2 replies
    • 693 views
    • 
    • TPA Bob
    • February 24, 2021

49. Missing participants for whom automatic rollovers were done

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

50. term plan, having trouble liquidating

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2001