Plan Terminations

1,069 topics in this forum

1. PEO and Plan Termination

   By Guest kgsingletary, December 20, 2002
   • 2 replies
   • 1.5k views
   • 
   • Ron Snyder
   • December 23, 2002

2. Plan Termination and ADP/ACP Testing

   By Guest SWadd, November 9, 2010
   • 2 replies
   • 4.8k views
   • 
   • Tom Poje
   • November 11, 2010

3. DB Termination

   By Guest JMN, May 25, 2011
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • May 25, 2011

4. Deceased missing participants

   By pixiebear, October 18, 2023
   • 2 replies
   • 1.3k views
   • 
   • MoJo
   • October 19, 2023

5. Plan termination - Term date

   By PS, October 19, 2021
   • 2 replies
   • 564 views
   • 
   • PS
   • October 19, 2021

6. PBGC form 501 - how to reflect excess assets

   By Jakyasar, October 19, 2021
   • 2 replies
   • 974 views
   • 
   • Jakyasar
   • October 19, 2021

7. PBGC plan termination and DRO

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

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

   By Guest pension222, April 17, 2001
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 19, 2001

9. 204(h) Notice - 45 days or 15 days?

   By Guest notapensiongeek, August 16, 2007
   • 2 replies
   • 3k views
   • 
   • Mike Preston
   • August 20, 2007

10. Notice of Plan Benefits Contents

    By Guest crosseyetester, May 10, 2006
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 10, 2006

11. 403 (b) plan and 5500

    By PS, August 24, 2021
    • 2 replies
    • 497 views
    • 
    • PS
    • August 25, 2021

12. Plan Termination Process

    By waid10, February 3, 2010
    • 2 replies
    • 1.6k views
    • 
    • waid10
    • February 4, 2010

13. Plan expenses.

    By katieinny, April 6, 2005
    • 2 replies
    • 1.5k views
    • 
    • katieinny
    • April 7, 2005

14. Reallocating excess assets in DB plan on termination

    By Dennis Povloski, May 16, 2007
    • 2 replies
    • 2.7k views
    • 
    • Dennis Povloski
    • May 16, 2007

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

    By BG5150, April 29, 2010
    • 2 replies
    • 1k views
    • 
    • BG5150
    • April 30, 2010

16. EPCRS, Plan Termination & Audit

    By Guest mcw, July 6, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 8, 2011

17. Reportable Event After Plan Termination Date

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

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

    By Guest Aylmer Magill, October 31, 2000
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • November 1, 2000

19. Minimum funding requirement due for terminated MPP

    By Guest Theresa, March 7, 2001
    • 2 replies
    • 1.9k views
    • 
    • Bill Berke
    • March 12, 2001

20. Partial Plan Termination

    By Nassau, September 7, 2012
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • September 7, 2012

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

    By Richard Anderson, January 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • October 17, 2001

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

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.8k views
    • 
    • Richard Anderson
    • January 26, 2001

23. Are Surplus Assets Ever an Accrued Benefit?

    By Blackbirch, February 4, 2010
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010

24. Retroactive PS Plan Termination date?

    By mschwechter, March 21, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2006

25. Qualified Replacement Plan, overfunded DB plan

    By John Feldt ERPA CPC QPA, April 19, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 20, 2007

26. Plan Termination Safe Harbor Match + Top Heavy

    By Lou S., November 6, 2008
    • 2 replies
    • 3.8k views
    • 
    • Kevin C
    • October 16, 2009

27. ineligible participant -assets already distributed

    By Guest meggie, April 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 10, 2002

28. Final 5500

    By PS, January 3, 2024
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • January 3, 2024

29. 403 B Plan termination

    By PS, March 4, 2021
    • 2 replies
    • 937 views
    • 
    • PS
    • March 17, 2021

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

    By Jakyasar, March 4, 2021
    • 2 replies
    • 767 views
    • 
    • Jakyasar
    • March 5, 2021

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

    By Cathy from Chicago, October 12, 2000
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • October 12, 2000

32. Distributions to Lost Participants with Balances < $1000

    By Guest Margaret25, April 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • Archimage
    • April 26, 2006

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

    By mariemonroe, August 23, 2005
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • August 26, 2005

34. Money Purchase Pension Plan merger final Form 5500

    By Guest tcunagin, November 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • November 21, 2002

35. Amendment after termination date

    By imchipbrown, January 20, 2021
    • 2 replies
    • 1.2k views
    • 
    • imchipbrown
    • January 20, 2021

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

    By Guest Bud, February 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2002

37. Sale of assets

    By Guest ship10@aol.com, September 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • jpod
    • September 21, 2007

38. Plan term notice/DC plan

    By doombuggy, June 2, 2011
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • June 2, 2011

39. Partial Plan Termination & Reinstate Forfeitures

    By Gruegen, April 20, 2015
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • April 20, 2015

40. Naughty Client!

    By Guest LKHartnett, November 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2002

41. Safe Harbor 401(k) Plan

    By mming, December 30, 2005
    • 2 replies
    • 1.9k views
    • 
    • mming
    • January 2, 2006

42. PBGC Termination..or Not?

    By mphs77, October 25, 2012
    • 2 replies
    • 1.2k views
    • 
    • mphs77
    • October 25, 2012

43. NOIT - 60 days

    By ndj2377, June 2, 2017
    • 2 replies
    • 1.1k views
    • 
    • ndj2377
    • June 2, 2017

44. Final 945 form filing

    By pmacduff, January 21, 2021
    • 2 replies
    • 470 views
    • 
    • vacat
    • January 30, 2021

45. Non Prototype plan

    By PS, November 2, 2021
    • 2 replies
    • 616 views
    • 
    • PS
    • November 2, 2021

46. can a termination be rescined by board action

    By Scuba 401, April 12, 2011
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 15, 2011

47. Post-DOPT Amendment question

    By TheBoxMan, June 27, 2023
    • 2 replies
    • 787 views
    • 
    • David Schultz
    • June 29, 2023

48. Partial Plan Termination--Follow Up Questions

    By Guest NPWA, May 23, 2002
    • 2 replies
    • 1.7k views
    • 
    • MGB
    • May 23, 2002

49. 415 Limits for terminated plan

    By cpc0506, October 1, 2020
    • 2 replies
    • 781 views
    • 
    • BG5150
    • October 1, 2020

50. Merging plan but noted as Terminating on plan audit

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