Plan Terminations

1,074 topics in this forum

1. Post-DOPT Amendment question

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

2. Partial Plan Termination--Follow Up Questions

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

3. 415 Limits for terminated plan

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

4. Merging plan but noted as Terminating on plan audit

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

5. Reversion and UBIT

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

6. Spin-off of Muliple-Employer DB

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

7. New to documenting plan terminations

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

8. QJSA Waiver

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

9. Payment of Plan Termination Expenses

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

10. Partial Plan Temination - "Affected" Participants

    By Flyboyjohn, August 14, 2015
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • August 17, 2015

11. Plan Termination Date Revision

    By 401_noob, June 7, 2017
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • June 7, 2017

12. Partial Terminations

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

13. Termination of Participating Employer portion of plan

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

14. Plan Termination-Final Profit Sharing Contribution

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

15. 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

16. determination letter process

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

17. Missing Participants Terminated Plans

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

18. Lump Sum Option for Current Retirees upon Plan Termination

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

19. Waiver by Owner

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

20. Interested Party Notice

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

21. 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

22. Terminated Company/Open Plan

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

23. Bulletin 95-1

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

24. T-H Minimum Contribution Under Terminated DC Plan

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

25. 401k merger and termination - help needed

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

26. Return of excess correction

    By PS, July 7, 2025
    • 2 replies
    • 689 views
    • 
    • PS
    • July 8, 2025

27. Full vesting and investment gains and losses

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

28. Participant's Death While Plan is Terminating

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

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

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

30. Terminate and Start a SIMPLE?

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

31. Cycle 3 restatement

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

32. Testing a terminating plan

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

33. Form 5310 Line 3c Determination Letter Issue

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

34. Plan Termination & Late 5500

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

35. 3(21) agreement

    By PS, July 9, 2025
    • 2 replies
    • 793 views
    • 
    • Artie M
    • July 10, 2025

36. Partial Plan Termination: Controlled Group

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

37. Missing document

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

38. 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

39. Timing of Distributions after Plan Termination

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

40. Split of a PS plan into components

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

41. Notice to Interested Parties

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

42. Safe Harbor Plan Termination

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

43. Liabililty for Spin Off Plan

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

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

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

45. 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

46. Distribute or File?

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

47. Effect of new MAP-21

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

48. Spin off and Plan Termination

    By PS, February 17, 2023
    • 2 replies
    • 1.1k views
    • 
    • PS
    • February 20, 2023

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

    By Bruddah Kimo, December 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 24, 2010

50. 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