Plan Terminations

1,062 topics in this forum

1. Final 5500 Extended Due Date

   By Pension RC, March 22, 2017
   • 2 replies
   • 1.3k views
   • 
   • Calavera
   • March 23, 2017

2. Active receiving benefit

   By Pension RC, February 20, 2017
   • 1 reply
   • 800 views
   • 
   • david rigby
   • February 20, 2017

3. Overfunded Defined Benefit Small Plan Termination

   By overfunded, February 16, 2017
   • 4 replies
   • 2.3k views
   • 
   • My 2 cents
   • February 17, 2017

4. File 5310 in advance of termination date?

   By cathyw, February 8, 2017
   • 3 replies
   • 866 views
   • 
   • Mike Preston
   • February 13, 2017

5. PBGC plan termination and DRO

   By pensionreview, February 7, 2017
   • 2 replies
   • 665 views
   • 
   • david rigby
   • February 7, 2017

6. Distribute assets within 12 months

   By Trisports, January 20, 2017
   • 4 replies
   • 1.3k views
   • 
   • My 2 cents
   • January 20, 2017

7. small plan termination. taxes not withheld

   By Lori H, October 26, 2016
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • October 26, 2016

8. Stale Uncashed Checks After Plan Termination - what to do with them?

   By waid10, September 16, 2016   

   • pension
   • stale checks
   • (and 1 more)

     Tagged with:

     • pension
     • stale checks
     • uncashed checks
   • 14 replies
   • 3.5k views
   • 
   • Mike Preston
   • September 22, 2016

9. Merging plan but noted as Terminating on plan audit

   By Lori H, September 12, 2016
   • 2 replies
   • 661 views
   • 
   • My 2 cents
   • September 13, 2016

10. Insurance in terminating MPP plan

    By kwalified, August 2, 2016
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 3, 2016

11. profit sharing plan with insurance

    By thepensionmaven, July 29, 2016
    • 4 replies
    • 956 views
    • 
    • ETA Consulting LLC
    • July 29, 2016

12. GIC Surrender Charge - Terminated Plan

    By 52626, February 26, 2016
    • 10 replies
    • 2.1k views
    • 
    • GMK
    • July 21, 2016

13. Merging of assets except loans

    By Lori H, November 24, 2015
    • 16 replies
    • 2.3k views
    • 
    • Lori H
    • June 28, 2016

14. QTA Needed for Abandoned Plan

    By Flyboyjohn, June 16, 2016
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • June 20, 2016

15. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant, June 8, 2016
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • June 9, 2016

16. Distribution During Plan Termination

    By Pension RC, June 1, 2016
    • 1 reply
    • 866 views
    • 
    • My 2 cents
    • June 1, 2016

17. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW, May 26, 2016   

    • Use of demutualization awards
    • reversion tax
    • 1 reply
    • 787 views
    • 
    • Mike Preston
    • May 27, 2016

18. Forfeiture allocations for terminating plan

    By Guest epoffice, May 4, 2012
    • 4 replies
    • 1.8k views
    • 
    • Lori H
    • May 24, 2016

19. DB Plan terminating with excess assets

    By Belgarath, May 17, 2016
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • May 17, 2016

20. Plan Frozen in the 90s - 436 / AFTAP Question

    By Griswold, May 10, 2016
    • 6 replies
    • 1.8k views
    • 
    • My 2 cents
    • May 11, 2016

21. $3.17 interest - Non-amender

    By imchipbrown, May 6, 2016
    • 5 replies
    • 1.2k views
    • 
    • imchipbrown
    • May 10, 2016

22. Plan terminated. Assets distributed. Then.....

    By MLML, May 8, 2016
    • 0 replies
    • 811 views
    • 
    • MLML
    • May 8, 2016

23. Missing Participants with no Social Security #s

    By Guest maddie7, February 5, 2016
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • May 6, 2016

24. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • May 4, 2016

25. Form 500 Line 9 - Active Participants Covered by Other Plans

    By Pension RC, May 2, 2016
    • 3 replies
    • 548 views
    • 
    • david rigby
    • May 3, 2016