Plan Terminations

1,069 topics in this forum

1. Partial Plan Termination?

   By Dougsbpc, October 2, 2007
   • 4 replies
   • 2.7k views
   • 
   • Dougsbpc
   • October 16, 2007

2. Counting Participants in a Frozen Plan

   By 12AX7, October 10, 2007
   • 5 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • October 15, 2007

3. Profit Sharing Plan Termination

   By Guest Astro, October 8, 2007
   • 2 replies
   • 1.9k views
   • 
   • Bird
   • October 8, 2007

4. Profit Sharing Plan Termination

   By Guest bernverd, September 12, 2007
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • October 4, 2007

5. Sale of assets

   By Guest ship10@aol.com, September 20, 2007
   • 2 replies
   • 1.8k views
   • 
   • jpod
   • September 21, 2007

6. Terminated Plan with an Illiquid Asset

   By Scott, September 13, 2007
   • 4 replies
   • 2.6k views
   • 
   • Peter Gulia
   • September 14, 2007

7. IRS Missing Participant Locator Service

   By Guest Robin.Wolf, September 6, 2007
   • 3 replies
   • 4.7k views
   • 
   • pmacduff
   • September 6, 2007

8. Distribution of Assets

   By Randy Watson, August 20, 2007
   • 15 replies
   • 4.3k views
   • 
   • Randy Watson
   • August 30, 2007

9. Plan Terminations

   By Guest Karenm, August 29, 2007
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • August 30, 2007

10. Termination after stock acquisition

    By Guest djn, August 22, 2007
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 24, 2007

11. 204(h) Notice - 45 days or 15 days?

    By Guest notapensiongeek, August 16, 2007
    • 2 replies
    • 3k views
    • 
    • Mike Preston
    • August 20, 2007

12. Plan Eligible on USERRA-protected Active Duty

    By J Simmons, August 15, 2007
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • August 15, 2007

13. What to do with a participant who doesn't want to be paid out?

    By Santo Gold, December 20, 2006
    • 5 replies
    • 3k views
    • 
    • Guest
    • July 18, 2007

14. Late Notice of Plan Benefits

    By J. Bringhurst, July 6, 2007
    • 2 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • July 6, 2007

15. 401a plan termination -

    By Guest shmoo2, June 27, 2007
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 27, 2007

16. Bulletin 95-1

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

17. Partial Plan Termination

    By doombuggy, June 22, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

18. 5310 Mailing address changed?

    By Sully, June 22, 2007
    • 1 reply
    • 2.1k views
    • 
    • maverick
    • June 25, 2007

19. Mandatory Rollover from Terminating DB to DC Plan

    By Guest Grumpy456, May 24, 2007
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • May 24, 2007

20. Defined Benefit question

    By FJR, May 18, 2005
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2007

21. Reallocating excess assets in DB plan on termination

    By Dennis Povloski, May 16, 2007
    • 2 replies
    • 2.7k views
    • 
    • Dennis Povloski
    • May 16, 2007

22. De Facto Plan Termination

    By Guest PBJ, May 8, 2007
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • May 9, 2007

23. Qualified Replacement Plan, overfunded DB plan

    By John Feldt ERPA CPC QPA, April 19, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 20, 2007

24. Plan Termination prorates section 415 limits?

    By Guest Lawrence_Groves, March 5, 2004
    • 3 replies
    • 5.1k views
    • 
    • FormsRstillmylife
    • April 18, 2007

25. Retroactive Plan Term Eff Date and Current Salary Deferred Contributions

    By Tinman, April 11, 2007
    • 5 replies
    • 2.1k views
    • 
    • Tinman
    • April 12, 2007

26. 410(b) coverage

    By Earl, March 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 30, 2007

27. Liability for "Missed" Participants When Sponsors Dissolves

    By Übernerd, March 15, 2007
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • March 15, 2007

28. Distributions upon termination of profit sharing plan

    By Guest DMP, March 13, 2007
    • 6 replies
    • 6.5k views
    • 
    • Bird
    • March 15, 2007

29. Successor Plan Rules

    By Below Ground, March 9, 2007
    • 3 replies
    • 5.1k views
    • 
    • Locust
    • March 12, 2007

30. DB plan terminating with excess assets

    By Belgarath, February 23, 2007
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • February 23, 2007

31. Unresponsive Participant

    By Randy Watson, February 21, 2007
    • 1 reply
    • 2k views
    • 
    • david rigby
    • February 22, 2007

32. Plan Termination - The Final Valuation

    By Guest mingblue, January 8, 2007
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 15, 2007

33. Distribute or File?

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

34. Calculation for Partner @ 7/1, 5%TWB+20%>TWB

    By Guest crosseyetester, January 19, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2007

35. Timing of Benefit Obligation Transfer

    By Guest ak, January 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 18, 2007

36. DB Plan Term - Is 66 2/3 % necessary

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 8, 2007

37. 5310 user fee

    By Guest KLCarter, December 27, 2006
    • 3 replies
    • 2.5k views
    • 
    • J. Bringhurst
    • December 27, 2006

38. Form 6088

    By Guest bjfgfg, December 21, 2006
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 27, 2006

39. IRA accounts for Missing Participants

    By Guest rgorman, December 21, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 22, 2006

40. Plan terminates but doesn't distribute all assets

    By mariemonroe, December 6, 2006
    • 5 replies
    • 2.4k views
    • 
    • mariemonroe
    • December 12, 2006

41. Money Purchase Termination

    By Scott, December 8, 2006
    • 0 replies
    • 1.6k views
    • 
    • Scott
    • December 8, 2006

42. Rollovers

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

43. Termination of Safe Harbor 401(k)

    By MarZDoates, November 3, 2006
    • 2 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 3, 2006

44. Ugh! Messy plan termination

    By Santo Gold, October 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • Leopurrd
    • October 27, 2006

45. Termination of Frozen Voluntary Employee Contributions from Ongoing Defined Benefit Plan

    By rocknrolls2, October 18, 2006
    • 0 replies
    • 1.4k views
    • 
    • rocknrolls2
    • October 18, 2006

46. Lost participant in a terminated plan with account greater than $5000

    By Guest mparker2028, July 18, 2005
    • 27 replies
    • 9.2k views
    • 
    • Guest
    • October 4, 2006

47. Termination of 401(k) Plan

    By chris, September 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • chris
    • September 28, 2006

48. Cash Balance Termination

    By Guest Tad77, September 26, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 26, 2006

49. Plan Termination Assumptions

    By Guest MrActuary, September 25, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2006

50. Partial Termination

    By Christine Roberts, April 15, 2003
    • 12 replies
    • 4.8k views
    • 
    • Belgarath
    • September 25, 2006