Plan Terminations

1,076 topics in this forum

1. ESOP termination

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

2. Plan Termination and Potential Problem with Amendments

   By Susan S., November 13, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 13, 2009

3. 436 Benefit Restrictions

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

4. PBGC benefit calculations

   By Guest swcpec98, November 4, 2009
   • 0 replies
   • 1k views
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   • Guest
   • November 4, 2009

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

   By doombuggy, September 30, 2009
   • 6 replies
   • 3k views
   • 
   • Guest
   • November 1, 2009

6. Plan Never Terminated!

   By Miner88, October 21, 2009
   • 4 replies
   • 1.7k views
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   • Miner88
   • October 26, 2009

7. Plan Termination Safe Harbor Match + Top Heavy

   By Lou S., November 6, 2008
   • 2 replies
   • 3.9k views
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   • Kevin C
   • October 16, 2009

8. Demo 6 on cross tested PS plan

   By Belgarath, July 28, 2009
   • 3 replies
   • 1.4k views
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   • Belgarath
   • October 14, 2009

9. Recourse for PBGC denial of application

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

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

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

11. Termination Process

    By Randy Watson, October 7, 2009
    • 3 replies
    • 1.4k views
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    • Randy Watson
    • October 7, 2009

12. Participants Failing to Fill Out Distribution Paperwork

    By Madison71, October 1, 2009
    • 1 reply
    • 1.2k views
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    • Jim Chad
    • October 2, 2009

13. Can directed Trustee be removed during Plan Termination?

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

14. 5310 completion questions

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

15. Plan Terminations in FDIC Take-Over

    By Guest kg78, August 11, 2009
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • September 16, 2009

16. Allocation of Forfeitures

    By waid10, August 28, 2009
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • September 2, 2009

17. Can you correct plan failure after plan termination

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

18. Term'ing Plan

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

19. Qualified Replacement Plan

    By bvhea, August 4, 2009
    • 2 replies
    • 3k views
    • 
    • bvhea
    • August 4, 2009

20. Partial Termination

    By Randy Watson, July 24, 2009
    • 5 replies
    • 2.8k views
    • 
    • ishi
    • July 29, 2009

21. Terminate Keogh PS and start SEP

    By Guest kprhok, July 22, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 22, 2009

22. Plan Termination - Plan Document

    By PJ2009, July 16, 2009
    • 5 replies
    • 1.7k views
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    • PJ2009
    • July 17, 2009

23. Multiple Employer plan termination - one group spins off

    By Guest Jennyb473, July 9, 2009
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • July 15, 2009

24. Plan Termination and vesting

    By Dazednconfused, July 7, 2009
    • 2 replies
    • 2.7k views
    • 
    • Laura Harrington
    • July 7, 2009

25. Bankruptcy and Safe Harbor Contributions

    By Guest gopher2378, June 15, 2009
    • 1 reply
    • 1.9k views
    • 
    • K2retire
    • June 16, 2009

26. Partial Plan Terminations

    By ishi, June 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • ishi
    • June 12, 2009

27. Deceased participant's account

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • June 8, 2009

28. 401k merger and termination - help needed

    By Guest HRDir2009, May 31, 2009
    • 2 replies
    • 4.8k views
    • 
    • Bird
    • June 1, 2009

29. PBGC Assumption of Plan

    By Guest Tad77, May 22, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2009

30. Proposed Termination Date - 401(k) Plan

    By PJ2009, May 5, 2009
    • 5 replies
    • 2.3k views
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    • PJ2009
    • May 12, 2009

31. PBGC Guarantees

    By PJ2009, April 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • PJ2009
    • May 7, 2009

32. Plan termination

    By Belgarath, April 28, 2009
    • 5 replies
    • 2.7k views
    • 
    • J Simmons
    • May 2, 2009

33. Post termination audit

    By Belgarath, November 25, 2008
    • 16 replies
    • 3.3k views
    • 
    • Belgarath
    • April 24, 2009

34. Plan terminated several years ago, forfeiture balance

    By Guest Iwonder, April 8, 2009
    • 3 replies
    • 2.7k views
    • 
    • Kevin C
    • April 9, 2009

35. EGTRRA Restatement on Terminated plan

    By jkharvey, April 2, 2009
    • 3 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 3, 2009

36. Is it a successor plan if it exists before the termination date of the 401k plan?

    By Santo Gold, March 26, 2009
    • 3 replies
    • 3.6k views
    • 
    • Santo Gold
    • March 27, 2009

37. separation from service after plan termination date

    By Gudgergirl, March 12, 2009
    • 0 replies
    • 1.5k views
    • 
    • Gudgergirl
    • March 12, 2009

38. Plan Termination Date

    By Medusa, March 11, 2009
    • 4 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2009

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

    By Guest ERISAQuestioner, February 5, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2009

40. DOL Audit and Plan Termination

    By Guest BPension, March 10, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • March 10, 2009

41. Adopting employer wants out

    By Santo Gold, February 19, 2009
    • 4 replies
    • 2.1k views
    • 
    • J Simmons
    • February 19, 2009

42. Illiquid Assets

    By Randy Watson, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

43. Plan Transfer

    By Randy Watson, February 10, 2009
    • 6 replies
    • 1.7k views
    • 
    • Randy Watson
    • February 12, 2009

44. WRERA Amendment?

    By Dougsbpc, February 10, 2009
    • 0 replies
    • 1.8k views
    • 
    • Dougsbpc
    • February 10, 2009

45. The timing of things...

    By Guest EPS2, February 5, 2009
    • 2 replies
    • 1.4k views
    • 
    • J Simmons
    • February 5, 2009

46. Termination vs merger - successor plan issue

    By Guest Robin Vatalaro, March 6, 2002
    • 21 replies
    • 7k views
    • 
    • jane123
    • February 2, 2009

47. different dates on 204h notice and amendment

    By dmb, January 23, 2009
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • January 26, 2009

48. Determination letter or not?

    By PAL, January 9, 2009
    • 6 replies
    • 5.4k views
    • 
    • david rigby
    • January 9, 2009

49. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 9, 2009

50. Reversion of Excess Assets

    By Guest ccl, December 19, 2008
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • December 21, 2008