Plan Terminations

1,074 topics in this forum

1. Money Purchase Termination

   By Scott, December 8, 2006
   • 0 replies
   • 1.6k views
   • 
   • Scott
   • December 8, 2006

2. Partial Termination

   By jkharvey, August 11, 2002
   • 3 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • August 14, 2002

3. hardhip distribution during pending termination

   By k man, January 27, 2004
   • 5 replies
   • 1.6k views
   • 
   • QDROphile
   • February 2, 2004

4. What is the "same desk rule" with respect to terminated or s

   By Guest rambutan, November 5, 2000
   • 1 reply
   • 1.6k views
   • 
   • John A
   • November 6, 2000

5. 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

6. PBGC Termination Timing

   By Guest Henry P. Schneider, August 25, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 25, 2000

7. Allocation of Surplus Assets

   By Pension RC, July 12, 2017
   • 4 replies
   • 1.6k views
   • 
   • CuseFan
   • July 14, 2017

8. Exemption from user fee

   By Dougsbpc, October 26, 2007
   • 1 reply
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 26, 2007

9. Plan Termination notice

   By PS, November 27, 2023
   • 9 replies
   • 1.6k views
   • 
   • PS
   • January 3, 2024

10. Successor Plan????

    By Guest ksumner, October 18, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 18, 1999

11. 401k Plan Termination

    By Guest Noidy, September 16, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2003

12. Plan term notice/DC plan

    By doombuggy, June 2, 2011
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • June 2, 2011

13. Post Termination Revenue Sharing

    By Ed Proulx, July 1, 2015   

    • Revenue Sharing
    • Fees
    • (and 1 more)

      Tagged with:

      • Revenue Sharing
      • Fees
      • termination
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • July 1, 2015

14. Terminating a safe harbor plan

    By Guest Celtics, December 20, 2013
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • December 27, 2013

15. Recourse for PBGC denial of application

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

16. Minimum Top Heavy Contribution Requirement on a Terminated Plan

    By Guest pmayfie, May 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • May 31, 2002

17. Restatement and Termination

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

18. Ineffective Termination; Vesting of New Participants

    By Guest Steve McKneely, May 14, 2001
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 25, 2001

19. DB Termination-Participant Being Difficult

    By Randy Watson, November 2, 2010
    • 4 replies
    • 1.6k views
    • 
    • My 2 cents
    • November 2, 2010

20. A plan in which the sponsor is dead and all the participants are gone.

    By Guest RMM, March 9, 2000
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 24, 2000

21. DB PLan Termination - what amendments are required?

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

22. Plan Termination and Lost Documents

    By Guest Thornton, June 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 18, 2005

23. timely amendments

    By Guest ASFESQ, November 12, 2008
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • November 13, 2008

24. db and dc merger

    By Guest sue1jeff, October 10, 2004
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • October 10, 2004

25. Missing Participant Distribution Redux--Practitioner Preference?

    By Guest Katharine Jungkind, November 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 10, 2000

26. termination of DC plan

    By Guest eliotb, December 14, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

27. Amending Form 5310

    By Guest DASLaw, October 24, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2008

28. Term'ing Plan

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

29. Bankruptcy and 401k plans

    By Guest lindamichals, December 18, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • December 19, 2003

30. Puerto Rico Plan Termination

    By PS, May 24, 2023
    • 3 replies
    • 1.6k views
    • 
    • PS
    • July 19, 2024

31. 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

32. VESTING ISSUE AND PLAN TERMINATION

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

33. term and payout from deferred compensation plan

    By Guest erisaman, June 24, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • June 24, 2003

34. Adopting Employer wants Out

    By kocak, April 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 14, 2000

35. What Happens?

    By Andy the Actuary, September 25, 2014
    • 4 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • September 29, 2014

36. Partial Termination in Merger

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

37. Doc Update

    By David, January 10, 2002
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • January 11, 2002

38. 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

39. New Form 5310

    By Medusa, January 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

40. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 28, 2022

41. Excess Assets

    By Dougsbpc, January 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 27, 2011

42. Payment options for retirement fund if terminating employment

    By Guest Rhonda, February 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • February 18, 2000

43. Cost to terminate plan...

    By K-t-F, May 14, 2004
    • 4 replies
    • 1.6k views
    • 
    • K-t-F
    • May 14, 2004

44. Termination and Compensation

    By imchipbrown, September 10, 1999
    • 0 replies
    • 1.6k views
    • 
    • imchipbrown
    • September 10, 1999

45. PBGC action in lieu of termination

    By Guest CURUGBY, October 6, 2003
    • 5 replies
    • 1.6k views
    • 
    • IRC401
    • October 13, 2003

46. Pending Form 5300

    By ERISA25, June 8, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • June 8, 2011

47. After-Tax

    By PS, September 2, 2021
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • September 7, 2021

48. GUST and 5310

    By k man, May 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • k man
    • May 1, 2000

49. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW, May 26, 2017
    • 7 replies
    • 1.6k views
    • 
    • My 2 cents
    • May 31, 2017

50. IRS Letter for Terminated Plan

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