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Plan Terminations

1,074 topics in this forum

  1. Missing participants for whom automatic rollovers were done

    By Pension RC,
    • 2 replies
    • 2k views

  2. term plan, having trouble liquidating

    By Guest tbt,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  3. PEO and Plan Termination

    By Guest kgsingletary,
    • 2 replies
    • 1.5k views

  4. Plan Termination and ADP/ACP Testing

    By Guest SWadd,
    • 2 replies
    • 4.8k views

  5. DB Termination

    By Guest JMN,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  6. Deceased missing participants

    By pixiebear,
    • 2 replies
    • 1.4k views

  7. Plan termination - Term date

    By PS,
    • 2 replies
    • 588 views
    • PS
    • PS

  8. PBGC form 501 - how to reflect excess assets

    By Jakyasar,
    • 2 replies
    • 1k views

  9. PBGC plan termination and DRO

    By pensionreview,
    • 2 replies
    • 756 views

  10. Any way to anonymously confirm PBGC Form 500 filing?

    By Guest pension222,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  11. 204(h) Notice - 45 days or 15 days?

    By Guest notapensiongeek,
    • 2 replies
    • 3k views

  12. Notice of Plan Benefits Contents

    By Guest crosseyetester,
    • 2 replies
    • 3.6k views
    • Guest
    • Guest

  13. 403 (b) plan and 5500

    By PS,
    • 2 replies
    • 515 views
    • PS
    • PS

  14. Plan Termination Process

    By waid10,
    • 2 replies
    • 1.6k views

  15. Plan expenses.

    By katieinny,
    • 2 replies
    • 1.5k views

  16. Reallocating excess assets in DB plan on termination

    By Dennis Povloski,
    • 2 replies
    • 2.7k views

  17. Plan is Top Heavy, what comp do I use?

    By BG5150,
    • 2 replies
    • 1.1k views

  18. EPCRS, Plan Termination & Audit

    By Guest mcw,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  19. Reportable Event After Plan Termination Date

    By JJRetirement,
    • 2 replies
    • 1.4k views

  20. Once a plan has been terminated and the trust is closed, for what peri

    By Guest Aylmer Magill,
    • 2 replies
    • 2.1k views

  21. Minimum funding requirement due for terminated MPP

    By Guest Theresa,
    • 2 replies
    • 1.9k views

  22. Partial Plan Termination

    By Nassau,
    • 2 replies
    • 2k views

  23. What needs to be done to terminate a SARSEP?

    By Richard Anderson,
    • 2 replies
    • 1.8k views

  24. DC Plan "Un-termination" -- Part II

    By Guest EMC,
    • 2 replies
    • 2.8k views

  25. Are Surplus Assets Ever an Accrued Benefit?

    By Blackbirch,
    • 2 replies
    • 1.2k views

  26. Retroactive PS Plan Termination date?

    By mschwechter,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  27. Qualified Replacement Plan, overfunded DB plan

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 2.1k views

  28. Plan Termination Safe Harbor Match + Top Heavy

    By Lou S.,
    • 2 replies
    • 3.8k views

  29. ineligible participant -assets already distributed

    By Guest meggie,
    • 2 replies
    • 1.5k views

  30. Final 5500

    By PS,
    • 2 replies
    • 1.4k views

  31. 403 B Plan termination

    By PS,
    • 2 replies
    • 976 views
    • PS
    • PS

  32. PBGC 500 - excess assets to be transferred to QRP - qualified replacement plan - help with completion

    By Jakyasar,
    • 2 replies
    • 795 views

  33. Should client file a Form 5310 when terminating a standardized prototy

    By Cathy from Chicago,
    • 2 replies
    • 3.3k views

  34. Distributions to Lost Participants with Balances < $1000

    By Guest Margaret25,
    • 2 replies
    • 1.8k views

  35. Prorate $200,000 compensation limit for mid-year plan freeze

    By mariemonroe,
    • 2 replies
    • 2.5k views

  36. Money Purchase Pension Plan merger final Form 5500

    By Guest tcunagin,
    • 2 replies
    • 1.3k views

  37. Amendment after termination date

    By imchipbrown,
    • 2 replies
    • 1.2k views

  38. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  39. Sale of assets

    By Guest ship10@aol.com,
    • 2 replies
    • 1.8k views
    • jpod
    • jpod

  40. Plan term notice/DC plan

    By doombuggy,
    • 2 replies
    • 1.6k views

  41. Partial Plan Termination & Reinstate Forfeitures

    By Gruegen,
    • 2 replies
    • 2.1k views

  42. Naughty Client!

    By Guest LKHartnett,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  43. Safe Harbor 401(k) Plan

    By mming,
    • 2 replies
    • 1.9k views

  44. 204(h) notice for terminating plans

    By PS,
    • 2 replies
    • 203 views

  45. PBGC Termination..or Not?

    By mphs77,
    • 2 replies
    • 1.2k views

  46. NOIT - 60 days

    By ndj2377,
    • 2 replies
    • 1.2k views

  47. 457b

    By PS,
    • 2 replies
    • 283 views

  48. Final 945 form filing

    By pmacduff,
    • 2 replies
    • 517 views

  49. Non Prototype plan

    By PS,
    • 2 replies
    • 649 views
    • PS
    • PS

  50. can a termination be rescined by board action

    By Scuba 401,
    • 2 replies
    • 1.8k views
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