Plan Terminations

1,075 topics in this forum

1. PBGC Form 500- DB plan termination

   By Guest Teddie, September 11, 2007
   • 4 replies
   • 2.5k views
   • 
   • D Syrett
   • December 10, 2007

2. PBGC form 501 - how to reflect excess assets

   By Jakyasar, October 19, 2021
   • 2 replies
   • 1k views
   • 
   • Jakyasar
   • October 19, 2021

3. PBGC Guarantees

   By PJ2009, April 28, 2009
   • 1 reply
   • 1.1k views
   • 
   • PJ2009
   • May 7, 2009

4. PBGC Missing Participant for DC Plans - any update?

   By mwyatt, October 28, 2009
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • December 8, 2009

5. PBGC Plan Term filing after annuities purchased

   By pixiebear, August 25, 2022
   • 2 replies
   • 631 views
   • 
   • ConnieStorer
   • August 27, 2022

6. PBGC plan term?

   By dmb, February 2, 2004
   • 4 replies
   • 1.3k views
   • 
   • dmb
   • February 2, 2004

7. PBGC plan termination

   By Guest Ron Sevcik, January 13, 2010
   • 1 reply
   • 1.7k views
   • 
   • Dougsbpc
   • January 15, 2010

8. PBGC plan termination and DRO

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

9. PBGC requesting extra information with form 501

   By SheilaD, October 26, 2015   

   • plan term
   • 501
   • (and 2 more)

     Tagged with:

     • plan term
     • 501
     • pbgc
     • document
   • 3 replies
   • 1.8k views
   • 
   • My 2 cents
   • October 29, 2015

10. PBGC Schedule MP

    By Penman2006, February 21, 2008
    • 0 replies
    • 2.7k views
    • 
    • Penman2006
    • February 21, 2008

11. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 1.9k views
    • 
    • Jakyasar
    • October 26, 2020

12. PBGC standard termination with asset shortfall

    By Guest Judy S, December 12, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2003

13. PBGC takeover and maximum benefit

    By Guest BruceCM, March 21, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 22, 2005

14. PBGC Termination Extension

    By Randy Watson, December 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • December 21, 2010

15. PBGC termination non-compliant floor-offset

    By Dalai Pookah, August 29, 2023   

    • offset
    • pbgc
    • 4 replies
    • 900 views
    • 
    • CuseFan
    • August 31, 2023

16. PBGC Termination Timing

    By Guest Henry P. Schneider, August 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 25, 2000

17. PBGC Termination..or Not?

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

18. Pending Form 5300

    By ERISA25, June 8, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • June 8, 2011

19. Pension plan frozen

    By Guest Michigan62, February 4, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • February 4, 2004

20. Pension Plan Termination

    By rtheis, September 23, 2024
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • September 25, 2024

21. PEO and Plan Termination

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

22. PEP Plan Termination

    By mlp0816, September 29, 2022
    • 1 reply
    • 732 views
    • 
    • Luke Bailey
    • October 4, 2022

23. Permanence?

    By Guest bobolink, October 29, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • October 29, 2010

24. Personal contribution.

    By PS, November 20, 2023
    • 10 replies
    • 1.1k views
    • 
    • PS
    • November 27, 2023

25. Physicians Pension Plan could come up short on funding for 2009 due to Medicare Cuts

    By Lori H, June 29, 2010
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 30, 2010

26. Plan assets reverted to the employer

    By Elizabeth Matthews, January 24, 2025
    • 5 replies
    • 1.3k views
    • 
    • Jeff Hartmann
    • January 29, 2025

27. Plan Audits on termination

    By erisageek1978, August 28, 2024
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 28, 2024

28. Plan Closure

    By thepensionmaven, December 30, 2020
    • 3 replies
    • 1k views
    • 
    • PeterN
    • July 9, 2021

29. Plan Compensation limited

    By rcline46, February 4, 2016
    • 3 replies
    • 845 views
    • 
    • Tom Poje
    • February 4, 2016

30. Plan Conversion

    By Randy Watson, October 17, 2005
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • October 24, 2005

31. Plan Eligible on USERRA-protected Active Duty

    By J Simmons, August 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • J Simmons
    • August 15, 2007

32. Plan expenses.

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

33. Plan Frozen in the 90s - 436 / AFTAP Question

    By Griswold, May 10, 2016
    • 6 replies
    • 1.9k views
    • 
    • My 2 cents
    • May 11, 2016

34. plan has no IRS determination and is soon to terminate

    By Peter Gulia, May 13, 2008
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • May 13, 2008

35. Plan is terminating, not the participant: RMD needed?

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 1.4k views
    • 
    • AlbanyConsultant
    • March 23, 2018

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

    By BG5150, April 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • April 30, 2010

37. Plan Loans under a terminating plan.

    By katieinny, March 23, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • March 24, 2004

38. Plan merger actually...

    By Santo Gold, January 31, 2023
    • 3 replies
    • 748 views
    • 
    • Santo Gold
    • February 2, 2023

39. Plan Never Terminated!

    By Miner88, October 21, 2009
    • 4 replies
    • 1.7k views
    • 
    • Miner88
    • October 26, 2009

40. Plan Permanency Rule

    By Idioteque9004, January 9, 2024   

    • irs
    • plan termination
    • 18 replies
    • 4.7k views
    • 
    • Peter Gulia
    • January 23, 2024

41. Plan Rollover vs. Plan Termination

    By Luis Miguel, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 12, 2002

42. Plan sponsor reincorporation

    By Guest boltontd, August 15, 2005
    • 3 replies
    • 1.4k views
    • 
    • chris
    • August 22, 2005

43. Plan Term - 401(k) Contributions Continue

    By Lou S., February 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • Lou S.
    • February 3, 2023

44. Plan term - roth loan balance

    By pmacduff, January 28, 2020
    • 0 replies
    • 639 views
    • 
    • pmacduff
    • January 28, 2020

45. Plan term < restatement period; restatement needed?

    By TPApril, November 13, 2021
    • 3 replies
    • 1.5k views
    • 
    • ugueth
    • November 16, 2021

46. Plan Term and new plan in same plan year

    By stevena, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • stevena
    • August 1, 2005

47. Plan Term Fees

    By dmb, June 29, 2000
    • 4 replies
    • 2.1k views
    • 
    • KJohnson
    • July 11, 2000

48. Plan term notice/DC plan

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

49. Plan term, participant not lost, can they be forced out?

    By BG5150, October 29, 2021
    • 5 replies
    • 889 views
    • 
    • Bill Presson
    • October 29, 2021

50. Plan Term'd: all assets not distributed

    By Spencer, December 10, 2008
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • December 11, 2008