Plan Terminations

1,040 topics in this forum

1. Missing Participants with no Social Security #s

   By Guest maddie7, February 5, 2016
   • 3 replies
   • 1.1k views
   • 
   • K2retire
   • May 6, 2016

2. Self-employed, no contributions

   By Guest ewhitmore, December 3, 2009
   • 4 replies
   • 1.2k views
   • 
   • Bird
   • May 4, 2016

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

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

4. DB Plan termination with insufficient assets and waiver of benefits

   By rodin111, May 2, 2016   

   • plan termination
   • waiver of benefit
   • 8 replies
   • 1.6k views
   • 
   • rodin111
   • May 3, 2016

5. Form 5310 for DB Termination When Aggregated for testing

   By rodin111, April 28, 2016   

   • Plan Termination
   • Form 5310
   • 0 replies
   • 838 views
   • 
   • rodin111
   • April 28, 2016

6. Partial termination

   By pmacduff, April 26, 2016
   • 6 replies
   • 1.2k views
   • 
   • pmacduff
   • April 27, 2016

7. Retroactive plan termination amendment

   By John A, October 20, 1999
   • 3 replies
   • 3k views
   • 
   • PensionPro
   • April 25, 2016

8. RMD for non-owner employed beyond age 70.5

   By Kevin C, March 16, 2016
   • 8 replies
   • 2k views
   • 
   • Kevin C
   • April 14, 2016

9. DB Plan termination - required amendments?

   By Belgarath, March 4, 2016
   • 0 replies
   • 560 views
   • 
   • Belgarath
   • March 4, 2016

10. Plan Termination - Post PPA restatement - DC plan

    By Lou S., February 26, 2016
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • February 26, 2016

11. Plan Compensation limited

    By rcline46, February 4, 2016
    • 3 replies
    • 730 views
    • 
    • Tom Poje
    • February 4, 2016

12. Terminating DB with Insufficient Assets

    By Dougsbpc, November 9, 2015
    • 1 reply
    • 820 views
    • 
    • david rigby
    • February 1, 2016

13. Owner Waiver

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

14. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.3k views
    • 
    • ConnieStorer
    • February 1, 2016

15. 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
    • 1.4k views
    • 
    • ESOP Guy
    • January 23, 2016

16. Plan terminating, but wife has gone awol

    By kwalified, December 10, 2015
    • 6 replies
    • 950 views
    • 
    • Bird
    • December 11, 2015

17. Termination after settlement but before QDRO entered

    By Salt1968, December 8, 2015   

    • Termination
    • QDRO
    • (and 2 more)

      Tagged with:

      • Termination
      • QDRO
      • Defined Benefit
      • Divorce
    • 4 replies
    • 1.7k views
    • 
    • Salt1968
    • December 9, 2015

18. DB plan distributions to active employees

    By Übernerd, November 23, 2015   

    • defined benefit plans
    • plan termination
    • (and 1 more)

      Tagged with:

      • defined benefit plans
      • plan termination
      • in-service distributions
    • 0 replies
    • 924 views
    • 
    • Übernerd
    • November 23, 2015

19. Found Money after Termination

    By Briandfox, November 3, 2015
    • 8 replies
    • 1.1k views
    • 
    • ESOP Guy
    • November 4, 2015

20. PBGC requesting extra information with form 501

    By SheilaD, October 26, 2015   

    • plan term
    • 501
    • (and 2 more)

      Tagged with:

      • plan term
      • 501
      • pbgc
      • document
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 29, 2015

21. 403(b) Delayed Plan Termination

    By dangocek, October 25, 2015   

    • 403(b)
    • termination
    • (and 1 more)

      Tagged with:

      • 403(b)
      • termination
      • 5500
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • October 26, 2015

22. Question of Post-Distribution Certification

    By Pension RC, October 23, 2015
    • 1 reply
    • 811 views
    • 
    • My 2 cents
    • October 23, 2015

23. Reportable Event After Plan Termination Date

    By JJRetirement, December 31, 2013
    • 2 replies
    • 1.4k views
    • 
    • JJRetirement
    • August 24, 2015

24. Partial Plan Temination - "Affected" Participants

    By Flyboyjohn, August 14, 2015
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • August 17, 2015

25. HCE takes benefit first

    By Dougsbpc, July 20, 2015
    • 1 reply
    • 820 views
    • 
    • Bird
    • July 21, 2015