Plan Terminations

1,074 topics in this forum

1. New plan - potential permanency issue?

   By Belgarath, November 1, 2013
   • 7 replies
   • 6.5k views
   • 
   • mbozek
   • November 2, 2013

2. New to documenting plan terminations

   By Guest chris4013, November 4, 2003
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 5, 2003

3. New User Fee and Small Plans

   By mwyatt, January 13, 2006
   • 2 replies
   • 1.7k views
   • 
   • Bird
   • January 13, 2006

4. NHCE Reduction of benefits

   By Dougsbpc, May 30, 2008
   • 6 replies
   • 2.6k views
   • 
   • Dougsbpc
   • August 14, 2008

5. No 5500 EZ filings

   By MarZDoates, May 6, 2004
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • May 6, 2004

6. No Employer; How should distributions be handled?

   By Guest kms, May 28, 1999
   • 7 replies
   • 2.8k views
   • 
   • Guest
   • June 4, 1999

7. No filing fee for form 5300, but what about the 5310?

   By katieinny, September 21, 2018
   • 0 replies
   • 856 views
   • 
   • katieinny
   • September 21, 2018

8. No original determination letter received - should we file on terminat

   By Guest Lisa Flagg, November 2, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • November 2, 2000

9. no response to distribution froms for a terminating money purchase pla

   By Guest Elizabeth Gaskins, April 15, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • April 17, 2002

10. NOIT - 60 days

    By ndj2377, June 2, 2017
    • 2 replies
    • 1.2k views
    • 
    • ndj2377
    • June 2, 2017

11. Non Prototype plan

    By PS, November 2, 2021
    • 2 replies
    • 655 views
    • 
    • PS
    • November 2, 2021

12. Non-Prototype Accounts

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

13. Non-responsive participants

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

14. Nondiscrimination Testing Date for Terminated Plan

    By PS, August 7, 2025
    • 0 replies
    • 348 views
    • 
    • PS
    • August 7, 2025

15. Normal DB Plan Termination and Annuities ?

    By Guest nikomendy, March 10, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2002

16. Not sure what this reg. section is all about.

    By david rigby, June 6, 2000
    • 0 replies
    • 1.8k views
    • 
    • david rigby
    • June 6, 2000

17. Notice of Intent to Terminate ever required for a DC plan termination?

    By John A, December 26, 2000
    • 9 replies
    • 6.2k views
    • 
    • KJohnson
    • January 8, 2001

18. Notice of Intent to Terminate Not Given To Vested Terminees

    By Guest merlin, June 8, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • June 13, 2006

19. Notice of Plan Benefits - Relative Value information included?

    By Guest crosseyetester, June 7, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2006

20. Notice of Plan Benefits Contents

    By Guest crosseyetester, May 10, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 10, 2006

21. Notice to Interested Parties

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

22. Notice to Interested Parties

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

23. notifying PBGC

    By erisageek1978, May 14, 2024
    • 3 replies
    • 1.2k views
    • 
    • Tom Veal
    • May 16, 2024

24. Obtaining Annuity Bidders

    By Andy the Actuary, July 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • July 2, 2015

25. Odd qt?

    By Guest mab, January 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 18, 2003

26. OFAC

    By PS, April 8, 2024
    • 4 replies
    • 922 views
    • 
    • Peter Gulia
    • April 9, 2024

27. Offering Lump Sum on Plan Termination

    By WestCoast, September 30, 2011
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 30, 2011

28. 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

29. OK to terminate a profit-sharing plan and immediately start a 401(k) p

    By John A, July 19, 2000
    • 11 replies
    • 4.4k views
    • 
    • KJohnson
    • September 4, 2002

30. Old documents - how far back?

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

31. Once a plan has been terminated and the trust is closed, for what peri

    By Guest Aylmer Magill, October 31, 2000
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • November 1, 2000

32. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 1.4k views
    • 
    • Draper55
    • July 12, 2018

33. Options for life insurance contracts in a terminating MPP Plan

    By Lori H, September 20, 2011
    • 27 replies
    • 4.8k views
    • 
    • Guest
    • September 23, 2011

34. Options with frozen MPPP

    By Guest DennisT, January 24, 2000
    • 4 replies
    • 2.4k views
    • 
    • IRC401
    • January 27, 2000

35. Orphan Plan - How to appoint a new trustee

    By Trisports, August 17, 2022
    • 10 replies
    • 1.5k views
    • 
    • Albert F
    • August 23, 2022

36. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16, 2017
    • 4 replies
    • 2.4k views
    • 
    • My 2 cents
    • February 17, 2017

37. 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

38. Owner Waiver

    By Cloudy, February 1, 2016
    • 1 reply
    • 997 views
    • 
    • david rigby
    • February 1, 2016

39. paid out terminated plan, then old accounts found

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

40. Partial Plan Temination - "Affected" Participants

    By Flyboyjohn, August 14, 2015
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • August 17, 2015

41. Partial Plan Termination

    By Guest elang, August 2, 2011
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • August 8, 2011

42. Partial Plan Termination

    By Nassau, September 7, 2012
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • September 7, 2012

43. Partial Plan Termination

    By DP, August 12, 2004
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 24, 2004

44. Partial Plan Termination

    By doombuggy, June 22, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

45. Partial Plan Termination

    By Pammie57, November 15, 2021
    • 3 replies
    • 979 views
    • 
    • Luke Bailey
    • November 16, 2021

46. Partial Plan Termination - Controlled Group of Corps with 2 plans ( 1

    By Guest HFOSTER, November 13, 2002
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • November 13, 2002

47. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 1.3k views
    • 
    • CJ Allen
    • July 19, 2018

48. 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

49. Partial Plan Termination & Reinstate Forfeitures

    By Gruegen, April 20, 2015
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • April 20, 2015

50. Partial Plan termination when all but owner is left

    By Guest EPS, July 2, 2002
    • 5 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • July 4, 2002