Plan Terminations

1,074 topics in this forum

1. Waiver by Owner

   By MGB, December 29, 2004
   • 2 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • December 29, 2004

2. Form 5310 - what to file

   By Dinosaur, January 6, 2015
   • 0 replies
   • 1.6k views
   • 
   • Dinosaur
   • January 6, 2015

3. distribution of assets after termination

   By Scuba 401, March 4, 2011
   • 3 replies
   • 1.6k views
   • 
   • Bird
   • March 7, 2011

4. Distributions upon 401(k) Plan Termination

   By MarZDoates, September 18, 2013
   • 1 reply
   • 1.6k views
   • 
   • Lou S.
   • September 18, 2013

5. Distribution option based on 5310

   By Guest Sadie, November 16, 2004
   • 1 reply
   • 1.6k views
   • 
   • Bird
   • November 17, 2004

6. Participant's Death While Plan is Terminating

   By 401 Chaos, August 4, 2014
   • 2 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • August 5, 2014

7. Transferring assets of a terminated plan to another plan

   By Richard Anderson, January 10, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • January 10, 2001

8. What are the consequences of nullification by PBGC of a plan terminati

   By Guest, May 5, 2000
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • May 5, 2000

9. plan year end and extension due date for merged plan?

   By kwalified, July 12, 2017
   • 6 replies
   • 1.6k views
   • 
   • mchazka
   • August 3, 2017

10. DB Plan terminating with excess assets

    By Belgarath, May 17, 2016
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • May 17, 2016

11. Terminating a Target Benefit Plan

    By Guest Thornton, March 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 14, 2003

12. Termination Prior to EGTRRA RAP

    By Guest AEA, December 27, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 27, 2005

13. How to help participants avoid taxation of outstanding loan balances u

    By Guest Pat Metallic, September 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 29, 2000

14. Rolling Over Excess Assets To A Qualified Replacement Plan

    By Lucky32, April 14, 2022
    • 9 replies
    • 1.6k views
    • 
    • Bri
    • May 20, 2022

15. DB Plan Termination and PBGC

    By Guest nikomendy, April 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 23, 2002

16. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.6k views
    • 
    • ConnieStorer
    • February 1, 2016

17. GUST amendments for terminated plans

    By maverick, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • November 20, 2001

18. DB termination timing

    By ombskid, January 24, 2010
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • January 26, 2010

19. Cash Balance Termination - Accrued Benefit

    By MGOAdmin, August 13, 2014   

    • cash balance
    • accrued benefit
    • (and 3 more)

      Tagged with:

      • cash balance
      • accrued benefit
      • accrual
      • terminate
      • termination
    • 0 replies
    • 1.6k views
    • 
    • MGOAdmin
    • August 13, 2014

20. Who gets interest earned on 401(k) assets between plan termination and

    By Guest David Smith, December 17, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 1999

21. IRS User Fee Exemption - Terminating 401(k) Plan

    By emmetttrudy, December 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • emmetttrudy
    • December 23, 2013

22. Plan Termination - How to amend for "GUST" prior to availabi

    By SMB, November 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • November 4, 2000

23. DC plan termination

    By Guest JM123, December 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 15, 2009

24. Does the Blackout Notice apply to a terminating plan?

    By katieinny, March 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • March 24, 2004

25. How soon does a defined contribution plan have to make distributions a

    By John A, May 5, 2000
    • 2 replies
    • 1.5k views
    • 
    • John A
    • May 5, 2000

26. No 5500 EZ filings

    By MarZDoates, May 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2004

27. soon to be orphan plan

    By Santo Gold, October 26, 2012
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 29, 2012

28. IRS Requesting EGTRRA Amendment for Terminated Plan

    By chris, January 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • chris
    • January 8, 2003

29. Looking for Plan Amendment Language

    By Guest thepensionman, December 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 2004

30. Terminating DB Plan's 5310 det. letter filing "randomly selected

    By Guest E.B. Grant, March 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • Wessex
    • March 22, 2001

31. 401k limit

    By PS, November 11, 2021
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 13, 2021

32. partial termination and rehires

    By DPL, August 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • DPL
    • August 5, 2010

33. PEO and Plan Termination

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

34. updating and restating terminated plans

    By Guest srr, September 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • September 12, 2002

35. 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

36. Distributions prior to distress termination

    By dmb, December 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 29, 2005

37. Warrants in terminating plan

    By nancy, March 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 26, 2001

38. Looking for information on Defined Contribution Recordkeepers annual C

    By Guest Gary M, March 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • March 14, 2000

39. Contribution for terminated MPPP?

    By jkharvey, March 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • jkharvey
    • March 22, 2001

40. New Participants In A Terminated Plan?

    By mming, February 5, 2010
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • June 3, 2010

41. Money Purchase Pension Program Terminations

    By Guest jjohnson, May 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 23, 2001

42. Is the choice of a distribution date in connecton with a plan terminat

    By Guest Smokin, September 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2000

43. Diligent Search

    By Pension RC, March 31, 2015
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • April 10, 2015

44. Terminating MP plan 415 issue

    By dmb, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • John A
    • February 2, 2001

45. Distress termination

    By Guest JBeck, July 31, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 20, 2003

46. Excess assets in DB Plan Termination with no Plan Sponsor

    By ConnieStorer, April 8, 2024
    • 4 replies
    • 1.5k views
    • 
    • ConnieStorer
    • April 9, 2024

47. Illiquid Assets

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

48. IRS Required Statemnt for Termination of DB Plans

    By Hoard1, March 2, 2000
    • 0 replies
    • 1.5k views
    • 
    • Hoard1
    • March 2, 2000

49. Plan expenses.

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

50. Final 411(d)(6) Regs - Requirement to offer a deferred annuity on plan

    By Guest Gibson, October 30, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 30, 2000