Plan Terminations

1,069 topics in this forum

1. Demo 6 on cross tested PS plan

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

2. Recourse for PBGC denial of application

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

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

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

4. Termination Process

   By Randy Watson, October 7, 2009
   • 3 replies
   • 1.3k views
   • 
   • Randy Watson
   • October 7, 2009

5. Participants Failing to Fill Out Distribution Paperwork

   By Madison71, October 1, 2009
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • October 2, 2009

6. Can directed Trustee be removed during Plan Termination?

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

7. 5310 completion questions

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

8. Plan Terminations in FDIC Take-Over

   By Guest kg78, August 11, 2009
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • September 16, 2009

9. Allocation of Forfeitures

   By waid10, August 28, 2009
   • 4 replies
   • 2.4k views
   • 
   • david rigby
   • September 2, 2009

10. Can you correct plan failure after plan termination

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

11. Term'ing Plan

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

12. Qualified Replacement Plan

    By bvhea, August 4, 2009
    • 2 replies
    • 2.8k views
    • 
    • bvhea
    • August 4, 2009

13. Partial Termination

    By Randy Watson, July 24, 2009
    • 5 replies
    • 2.7k views
    • 
    • ishi
    • July 29, 2009

14. Terminate Keogh PS and start SEP

    By Guest kprhok, July 22, 2009
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 22, 2009

15. Plan Termination - Plan Document

    By PJ2009, July 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • PJ2009
    • July 17, 2009

16. Multiple Employer plan termination - one group spins off

    By Guest Jennyb473, July 9, 2009
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • July 15, 2009

17. Plan Termination and vesting

    By Dazednconfused, July 7, 2009
    • 2 replies
    • 2.6k views
    • 
    • Laura Harrington
    • July 7, 2009

18. Bankruptcy and Safe Harbor Contributions

    By Guest gopher2378, June 15, 2009
    • 1 reply
    • 1.8k views
    • 
    • K2retire
    • June 16, 2009

19. Partial Plan Terminations

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

20. Deceased participant's account

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 8, 2009

21. 401k merger and termination - help needed

    By Guest HRDir2009, May 31, 2009
    • 2 replies
    • 4.7k views
    • 
    • Bird
    • June 1, 2009

22. PBGC Assumption of Plan

    By Guest Tad77, May 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2009

23. Proposed Termination Date - 401(k) Plan

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

24. PBGC Guarantees

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

25. Plan termination

    By Belgarath, April 28, 2009
    • 5 replies
    • 2.6k views
    • 
    • J Simmons
    • May 2, 2009

26. Post termination audit

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

27. Plan terminated several years ago, forfeiture balance

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

28. EGTRRA Restatement on Terminated plan

    By jkharvey, April 2, 2009
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 3, 2009

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

    By Santo Gold, March 26, 2009
    • 3 replies
    • 3.5k views
    • 
    • Santo Gold
    • March 27, 2009

30. separation from service after plan termination date

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

31. Plan Termination Date

    By Medusa, March 11, 2009
    • 4 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2009

32. 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

33. DOL Audit and Plan Termination

    By Guest BPension, March 10, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bill Presson
    • March 10, 2009

34. Adopting employer wants out

    By Santo Gold, February 19, 2009
    • 4 replies
    • 2k views
    • 
    • J Simmons
    • February 19, 2009

35. Illiquid Assets

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

36. Plan Transfer

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

37. WRERA Amendment?

    By Dougsbpc, February 10, 2009
    • 0 replies
    • 1.7k views
    • 
    • Dougsbpc
    • February 10, 2009

38. The timing of things...

    By Guest EPS2, February 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • February 5, 2009

39. Termination vs merger - successor plan issue

    By Guest Robin Vatalaro, March 6, 2002
    • 21 replies
    • 6.8k views
    • 
    • jane123
    • February 2, 2009

40. different dates on 204h notice and amendment

    By dmb, January 23, 2009
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • January 26, 2009

41. Determination letter or not?

    By PAL, January 9, 2009
    • 6 replies
    • 5.3k views
    • 
    • david rigby
    • January 9, 2009

42. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 9, 2009

43. Reversion of Excess Assets

    By Guest ccl, December 19, 2008
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • December 21, 2008

44. Terminated 401(k) Plan With ADP Excess

    By Guest dms9999, December 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2008

45. what to do with Forfeitures

    By Spencer, December 11, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 18, 2008

46. severance pay

    By Guest dublinirish, December 15, 2008
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • December 16, 2008

47. Plan Term'd: all assets not distributed

    By Spencer, December 10, 2008
    • 4 replies
    • 1.6k views
    • 
    • J Simmons
    • December 11, 2008

48. 412(e) Plan

    By jkdoll2, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • jkdoll2
    • December 4, 2008

49. IRS approval on this plan termination? Doubtful.

    By Guest dhall, September 27, 2008
    • 12 replies
    • 4.2k views
    • 
    • Lou S.
    • December 3, 2008

50. Terminated DB Plan

    By Guest Sieve, November 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 30, 2008