Plan Terminations

1,069 topics in this forum

1. Reversion and UBIT

   By Guest LBBarr, June 15, 1999
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • June 16, 1999

2. Spin-off of Muliple-Employer DB

   By Guest wolfpack, June 8, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • June 16, 1999

3. New to documenting plan terminations

   By Guest chris4013, November 4, 2003
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • November 5, 2003

4. QJSA Waiver

   By Guest Barney Byrd, June 23, 1999
   • 2 replies
   • 3k views
   • 
   • david rigby
   • June 24, 1999

5. Payment of Plan Termination Expenses

   By richard, June 25, 1999
   • 2 replies
   • 3.1k views
   • 
   • Kirk Maldonado
   • June 26, 1999

6. Partial Plan Temination - "Affected" Participants

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

7. Plan Termination Date Revision

   By 401_noob, June 7, 2017
   • 2 replies
   • 1.1k views
   • 
   • ESOP Guy
   • June 7, 2017

8. Partial Terminations

   By Guest Sabadee!, July 24, 2008
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • July 24, 2008

9. Termination of Participating Employer portion of plan

   By DLavigne, May 20, 2013
   • 2 replies
   • 2k views
   • 
   • DLavigne
   • May 24, 2013

10. Plan Termination-Final Profit Sharing Contribution

    By Guest wolfpack, June 23, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 1999

11. Contribution req. in year of term?

    By Guest Penny17, July 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2010

12. determination letter process

    By Guest justbe, November 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • November 29, 2004

13. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 6, 2010

14. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd, August 1, 2018
    • 2 replies
    • 853 views
    • 
    • Luke Bailey
    • August 2, 2018

15. Waiver by Owner

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

16. Interested Party Notice

    By Guest, November 3, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 5, 1999

17. Transfer of assets from qualified plan to nonqualified plan

    By t.haley, July 2, 2010
    • 2 replies
    • 1.1k views
    • 
    • t.haley
    • July 2, 2010

18. Terminated Company/Open Plan

    By Guest ResearchGirl, February 28, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 1, 2006

19. Bulletin 95-1

    By Randy Watson, June 26, 2007
    • 2 replies
    • 1.7k views
    • 
    • Randy Watson
    • June 26, 2007

20. T-H Minimum Contribution Under Terminated DC Plan

    By davef, December 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • davef
    • December 17, 1999

21. 401k merger and termination - help needed

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

22. Return of excess correction

    By PS, July 7
    • 2 replies
    • 601 views
    • 
    • PS
    • July 8

23. Full vesting and investment gains and losses

    By Guest cpp, January 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 9, 2004

24. Participant's Death While Plan is Terminating

    By 401 Chaos, August 4, 2014
    • 2 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 5, 2014

25. Any consequences of partial plan termination other than vesting?

    By John A, January 14, 2000
    • 2 replies
    • 2.3k views
    • 
    • Alf
    • January 14, 2000

26. Terminate and Start a SIMPLE?

    By pcbenefits007, January 16, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • January 16, 2014

27. Cycle 3 restatement

    By PS, July 12, 2023
    • 2 replies
    • 584 views
    • 
    • PS
    • July 16, 2023

28. Testing a terminating plan

    By TMcfall, July 22, 2021
    • 2 replies
    • 605 views
    • 
    • Bob the Swimmer
    • July 23, 2021

29. Form 5310 Line 3c Determination Letter Issue

    By chris, April 23, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 24, 2006

30. Plan Termination & Late 5500

    By jpdrews, January 9, 2015
    • 2 replies
    • 1.3k views
    • 
    • jpdrews
    • January 9, 2015

31. 3(21) agreement

    By PS, July 9
    • 2 replies
    • 734 views
    • 
    • Artie M
    • July 10

32. Partial Plan Termination: Controlled Group

    By Guest BenefitsMind, July 6, 2010
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 6, 2010

33. Missing document

    By Dougsbpc, August 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 19, 2002

34. Reduction in ben. formula result in partial plan termination for DC p

    By John A, March 1, 2000
    • 2 replies
    • 1.8k views
    • 
    • Wessex
    • March 20, 2000

35. Timing of Distributions after Plan Termination

    By Dougsbpc, August 13, 2022
    • 2 replies
    • 639 views
    • 
    • CuseFan
    • August 15, 2022

36. Split of a PS plan into components

    By SRP, October 25, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 2007

37. Notice to Interested Parties

    By SoCalActuary, July 7, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

38. Safe Harbor Plan Termination

    By AmyETPA, July 26, 2021
    • 2 replies
    • 888 views
    • 
    • AmyETPA
    • July 30, 2021

39. Liabililty for Spin Off Plan

    By Just Me, February 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • February 11, 2005

40. Bankruptcy termination, DOL audit, late 5500 (Oh my)

    By Saiai, October 9, 2013
    • 2 replies
    • 2.1k views
    • 
    • Lou S.
    • October 9, 2013

41. 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

42. Distribute or File?

    By IRA, February 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • February 13, 2007

43. Effect of new MAP-21

    By Belgarath, September 25, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 25, 2012

44. Spin off and Plan Termination

    By PS, February 17, 2023
    • 2 replies
    • 1k views
    • 
    • PS
    • February 20, 2023

45. What am I missing here? IRS & Plan Term Notice

    By Bruddah Kimo, December 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • December 24, 2010

46. We are terminating a defined benefit plan and the client wants to purc

    By Guest Lonnie Tomlin, May 26, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • May 27, 2000

47. Form 5310

    By Guest ladycpa, November 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2002

48. Name Change

    By PS, September 21, 2021
    • 2 replies
    • 691 views
    • 
    • PS
    • September 22, 2021

49. Updating plans prior to termination.

    By katieinny, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 11, 2002

50. partial termination and rehires

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