Plan Terminations

1,069 topics in this forum

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

   By Guest curtis1007, June 9, 2010
   • 1 reply
   • 1.2k views
   • 
   • K2retire
   • June 9, 2010

2. Settlement Fees Received after Plan Termination -HELP

   By Guest jvgatty, May 28, 2010
   • 12 replies
   • 5.1k views
   • 
   • PensionPro
   • October 2, 2012

3. Multiple Employer 401k Plan Termination

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

4. Missing participants

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

5. Private Annuities

   By Guest Ellen Levy, May 14, 2010
   • 5 replies
   • 1.2k views
   • 
   • mbozek
   • July 1, 2010

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

   By BG5150, April 29, 2010
   • 2 replies
   • 1k views
   • 
   • BG5150
   • April 30, 2010

7. Request for LOD on Plan Termination

   By Susan S., April 23, 2010
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • April 23, 2010

8. VESTING ISSUE AND PLAN TERMINATION

   By HarleyBabe, April 1, 2010
   • 5 replies
   • 1.6k views
   • 
   • Trekker
   • April 8, 2010

9. Plan Termination and RMD

   By Dougsbpc, March 26, 2010
   • 1 reply
   • 2.3k views
   • 
   • mbozek
   • March 28, 2010

10. Bankruptcy & plan termination

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

11. How long to wait for non-responders?

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

12. Partial Termination (yet again)

    By jkharvey, March 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 2, 2010

13. Required amendments for terminating plans

    By britoski, March 15, 2010
    • 0 replies
    • 4.2k views
    • 
    • britoski
    • March 15, 2010

14. Top Heavy and Forfeiture Reallocation

    By Guest dhall, March 12, 2010
    • 1 reply
    • 2.6k views
    • 
    • Kevin C
    • March 12, 2010

15. Money purchase plan, termination and spousal consent

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

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

    By Guest Dressageho, February 25, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 25, 2010

17. Default IRA Rollovers

    By Guest Tom:, February 12, 2010
    • 6 replies
    • 3.5k views
    • 
    • Spencer
    • May 3, 2010

18. New Participants In A Terminated Plan?

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

19. Are Surplus Assets Ever an Accrued Benefit?

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

20. Plan Termination Process

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

21. Partial terminations

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

22. IRS Letter for Terminated Plan

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

23. DB Termination - Rollover Question

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

24. DB termination timing

    By ombskid, January 24, 2010
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • January 26, 2010

25. PBGC plan termination

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

26. Restatement and Termination

    By John Feldt ERPA CPC QPA, January 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 6, 2010

27. Trailing Dividends and Plan Termination

    By Guest jjren, December 29, 2009
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • December 30, 2009

28. Annuity Provider

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

29. Non-responsive participants

    By Guest CWM, December 20, 2009
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 28, 2011

30. Notice to Interested Parties

    By fiona1, December 16, 2009
    • 0 replies
    • 1.8k views
    • 
    • fiona1
    • December 16, 2009

31. DC plan termination

    By Guest JM123, December 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 15, 2009

32. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • May 4, 2016

33. Current 5310 Timing

    By Guest bobolink, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2009

34. ESOP termination

    By t.haley, November 19, 2009
    • 0 replies
    • 1.9k views
    • 
    • t.haley
    • November 19, 2009

35. Plan Termination and Potential Problem with Amendments

    By Susan S., November 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2009

36. 436 Benefit Restrictions

    By Doghouse, November 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • FAPInJax
    • November 5, 2009

37. PBGC benefit calculations

    By Guest swcpec98, November 4, 2009
    • 0 replies
    • 997 views
    • 
    • Guest
    • November 4, 2009

38. PBGC Missing Participant for DC Plans - any update?

    By mwyatt, October 28, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 8, 2009

39. Plan Never Terminated!

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

40. Recourse for PBGC denial of application

    By Guest Rags, October 12, 2009
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 13, 2009

41. Affect of Section 436 on Lump Sum Termination Distributions from an Underfunded Plan

    By Guest Dressageho, October 12, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 12, 2009

42. Termination Process

    By Randy Watson, October 7, 2009
    • 3 replies
    • 1.3k views
    • 
    • Randy Watson
    • October 7, 2009

43. Participants Failing to Fill Out Distribution Paperwork

    By Madison71, October 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 2, 2009

44. Terminate current plan and then start a new one?

    By doombuggy, September 30, 2009
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • November 1, 2009

45. Can directed Trustee be removed during Plan Termination?

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

46. 5310 completion questions

    By Guest bshawnr, September 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 28, 2009

47. Can you correct plan failure after plan termination

    By Gudgergirl, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 1, 2009

48. Allocation of Forfeitures

    By waid10, August 28, 2009
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • September 2, 2009

49. Plan Terminations in FDIC Take-Over

    By Guest kg78, August 11, 2009
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2009

50. Term'ing Plan

    By Guest North Meets South, August 10, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 14, 2009