Plan Terminations

1,069 topics in this forum

1. 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

2. Terminating 412i

   By Guest pensionadvisor48, September 12, 2013
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • September 12, 2013

3. Defined Benefit Pension Plan -- Permanency Issue

   By JRN, March 31, 2015
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • March 31, 2015

4. ineligible participant -assets already distributed

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

5. MP Plan terminated 1/99; IRS termination approval 11/99; notice of IRS

   By Guest AndyL, April 20, 2001
   • 1 reply
   • 1.5k views
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   • Alf
   • April 23, 2001

6. After-tax Contributions in a DB plan termination

   By Guest Jhagan, February 16, 2001
   • 1 reply
   • 1.5k views
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   • david rigby
   • February 16, 2001

7. HCE Determination - M&A

   By Guest Mark Draa, October 12, 2001
   • 1 reply
   • 1.5k views
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   • Guest
   • October 18, 2001

8. PS Plan treatment when company is sold

   By Guest passmf, January 28, 2000
   • 0 replies
   • 1.5k views
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   • Guest
   • January 28, 2000

9. Plan expenses.

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

10. separation from service after plan termination date

    By Gudgergirl, March 12, 2009
    • 0 replies
    • 1.5k views
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    • Gudgergirl
    • March 12, 2009

11. Whoops--forgot about the PBGC

    By Guest flogger, July 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 7, 2004

12. Waiver in year of termination

    By Guest shronesz, August 3, 2004
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2004

13. PPA '06 Effect on Plan Termination

    By Dougsbpc, September 11, 2006
    • 0 replies
    • 1.5k views
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    • Dougsbpc
    • September 11, 2006

14. Termiantion of DC and Surrender Charges

    By Guest SMazliah, September 6, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • September 6, 2001

15. PS plan terminated; can its funds be transferred to same employer's DB plan without distribution election forms?

    By dmb, September 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 25, 2003

16. Notice of Plan Benefits - Relative Value information included?

    By Guest crosseyetester, June 7, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2006

17. Terminating a Profit Sharing Plan where no Contributions Were Made

    By Guest Kennedy, November 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2000

18. Company has 2 profit sharing plans and wants to consolidate (merge) th

    By Guest Clain, October 18, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2000

19. Final 5500 for Money Purchase Plan Merged into Profit Sharing Plan

    By Guest lgjs, September 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • September 18, 2002

20. Distributing assets prior to Determination Letter

    By Guest HHR, November 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 25, 2002

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

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

22. Contributing To Why I'm Going Mad

    By Andy the Actuary, August 28, 2014
    • 7 replies
    • 1.5k views
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    • Jim Chad
    • September 2, 2014

23. need help figuring out how to argue contract is ambiguous for vesting of retiree benefits in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 1 reply
    • 1.5k views
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    • mbozek
    • July 13, 2004

24. Distribute or File?

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

25. 1099-NEC form

    By PS, March 10, 2022
    • 8 replies
    • 1.5k views
    • 
    • PS
    • March 17, 2022

26. Overlap between last payroll and plan termination date - how to process deferrals?

    By t.haley, October 18, 2024
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • October 21, 2024

27. Distributions After Death- 401(a)(9)

    By Guest MJO, February 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 13, 2002

28. Reversion - Termination before 1986

    By Guest cphs, September 30, 2004
    • 3 replies
    • 1.4k views
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    • mbozek
    • October 1, 2004

29. Form 5310

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

30. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant, June 8, 2016
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • June 9, 2016

31. Plan term < restatement period; restatement needed?

    By TPApril, November 13, 2021
    • 3 replies
    • 1.4k views
    • 
    • ugueth
    • November 16, 2021

32. Successor Plan

    By PS, January 21, 2022
    • 8 replies
    • 1.4k views
    • 
    • PS
    • January 25, 2022

33. Multiple Employer 401k Plan Termination

    By Guest BenefitsGal5, May 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • Below Ground
    • May 18, 2010

34. Form 6088(e)

    By LIBERTYKID, November 12, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 13, 2014

35. Discovered plan was a PBGC Plan after termination

    By Randy Watson, March 8, 2011
    • 4 replies
    • 1.4k views
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    • david rigby
    • March 8, 2011

36. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.4k views
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    • Belgarath
    • October 31, 2003

37. target and money purchase termination

    By Santo Gold, July 11, 2005
    • 2 replies
    • 1.4k views
    • 
    • Santo Gold
    • July 12, 2005

38. Reportable Event After Plan Termination Date

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

39. Full vesting and investment gains and losses

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

40. Attorney Fees

    By Guest ASFESQ, November 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 16, 2008

41. Acquired Employer submitting 5310. Controlled Group on App or No?

    By Guest LLHarlow, November 14, 2014   

    • 5310
    • Controlled Group
    • (and 1 more)

      Tagged with:

      • 5310
      • Controlled Group
      • Acquisition
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 14, 2014

42. Current 5310 Timing

    By Guest bobolink, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2009

43. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • May 4, 2016

44. Terminating DB and 403(b) plans - default IRA provider recommendations

    By taxllm, February 13, 2014
    • 5 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 18, 2014

45. Plan termination due to death of owner

    By Guest lindamichals, September 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • September 15, 2011

46. Rollovers

    By Guest jaf036, November 29, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 30, 2006

47. standard termination of pension plan

    By Guest michael4509, July 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 14, 2001

48. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 1.4k views
    • 
    • t.haley
    • April 7, 2014

49. Terminating a MP plan to start DB plan

    By dmb, November 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 13, 2001

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

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