Plan Terminations

1,078 topics in this forum

1. Split-Dollar Life Insurance

   By Guest Patricia22, December 11, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 11, 2007

2. Lump Sum Option in annuity contract

   By Guest Penelope, September 17, 2007
   • 13 replies
   • 5.3k views
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   • Guest
   • December 10, 2007

3. PBGC Form 500- DB plan termination

   By Guest Teddie, September 11, 2007
   • 4 replies
   • 2.6k views
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   • D Syrett
   • December 10, 2007

4. company sale

   By Guest nipa, December 5, 2007
   • 1 reply
   • 1.2k views
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   • Ron Snyder
   • December 8, 2007

5. Split of a PS plan into components

   By SRP, October 25, 2007
   • 2 replies
   • 1.8k views
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   • Guest
   • December 8, 2007

6. Fidelity Bond

   By PainPA, December 5, 2007
   • 3 replies
   • 2k views
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   • JanetM
   • December 5, 2007

7. Terminating Plan with no active participants

   By Guest krisknapp, December 4, 2007
   • 1 reply
   • 1.9k views
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   • Bird
   • December 4, 2007

8. Exemption from user fee

   By Dougsbpc, October 26, 2007
   • 1 reply
   • 1.7k views
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   • John Feldt ERPA CPC QPA
   • October 26, 2007

9. Timing of PPA Amendment

   By MarZDoates, October 24, 2007
   • 1 reply
   • 2.1k views
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   • Bird
   • October 25, 2007

10. Partial Plan Termination?

    By Dougsbpc, October 2, 2007
    • 4 replies
    • 2.8k views
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    • Dougsbpc
    • October 16, 2007

11. Counting Participants in a Frozen Plan

    By 12AX7, October 10, 2007
    • 5 replies
    • 2k views
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    • Blinky the 3-eyed Fish
    • October 15, 2007

12. Profit Sharing Plan Termination

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

13. Profit Sharing Plan Termination

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

14. Sale of assets

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

15. Terminated Plan with an Illiquid Asset

    By Scott, September 13, 2007
    • 4 replies
    • 2.8k views
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    • Peter Gulia
    • September 14, 2007

16. IRS Missing Participant Locator Service

    By Guest Robin.Wolf, September 6, 2007
    • 3 replies
    • 4.8k views
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    • pmacduff
    • September 6, 2007

17. Distribution of Assets

    By Randy Watson, August 20, 2007
    • 15 replies
    • 4.8k views
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    • Randy Watson
    • August 30, 2007

18. Plan Terminations

    By Guest Karenm, August 29, 2007
    • 8 replies
    • 2.6k views
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    • Guest
    • August 30, 2007

19. Termination after stock acquisition

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

20. 204(h) Notice - 45 days or 15 days?

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

21. Plan Eligible on USERRA-protected Active Duty

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

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

    By Santo Gold, December 20, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • July 18, 2007

23. Late Notice of Plan Benefits

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

24. 401a plan termination -

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

25. Bulletin 95-1

    By Randy Watson, June 26, 2007
    • 2 replies
    • 1.8k views
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    • Randy Watson
    • June 26, 2007

26. Partial Plan Termination

    By doombuggy, June 22, 2007
    • 5 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

27. 5310 Mailing address changed?

    By Sully, June 22, 2007
    • 1 reply
    • 2.2k views
    • 
    • maverick
    • June 25, 2007

28. Mandatory Rollover from Terminating DB to DC Plan

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

29. Defined Benefit question

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

30. Reallocating excess assets in DB plan on termination

    By Dennis Povloski, May 16, 2007
    • 2 replies
    • 2.8k views
    • 
    • Dennis Povloski
    • May 16, 2007

31. De Facto Plan Termination

    By Guest PBJ, May 8, 2007
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • May 9, 2007

32. 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

33. Plan Termination prorates section 415 limits?

    By Guest Lawrence_Groves, March 5, 2004
    • 3 replies
    • 5.2k views
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    • FormsRstillmylife
    • April 18, 2007

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

    By Tinman, April 11, 2007
    • 5 replies
    • 2.2k views
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    • Tinman
    • April 12, 2007

35. 410(b) coverage

    By Earl, March 30, 2007
    • 1 reply
    • 1.8k views
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    • Belgarath
    • March 30, 2007

36. Liability for "Missed" Participants When Sponsors Dissolves

    By Übernerd, March 15, 2007
    • 0 replies
    • 2.1k views
    • 
    • Übernerd
    • March 15, 2007

37. Distributions upon termination of profit sharing plan

    By Guest DMP, March 13, 2007
    • 6 replies
    • 6.7k views
    • 
    • Bird
    • March 15, 2007

38. Successor Plan Rules

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

39. DB plan terminating with excess assets

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

40. Unresponsive Participant

    By Randy Watson, February 21, 2007
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 22, 2007

41. Plan Termination - The Final Valuation

    By Guest mingblue, January 8, 2007
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • February 15, 2007

42. Distribute or File?

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

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

    By Guest crosseyetester, January 19, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • January 19, 2007

44. Timing of Benefit Obligation Transfer

    By Guest ak, January 18, 2007
    • 0 replies
    • 1.3k views
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    • Guest
    • January 18, 2007

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

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

46. 5310 user fee

    By Guest KLCarter, December 27, 2006
    • 3 replies
    • 2.6k views
    • 
    • J. Bringhurst
    • December 27, 2006

47. Form 6088

    By Guest bjfgfg, December 21, 2006
    • 2 replies
    • 3.4k views
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    • John Feldt ERPA CPC QPA
    • December 27, 2006

48. IRA accounts for Missing Participants

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

49. Plan terminates but doesn't distribute all assets

    By mariemonroe, December 6, 2006
    • 5 replies
    • 2.6k views
    • 
    • mariemonroe
    • December 12, 2006

50. Money Purchase Termination

    By Scott, December 8, 2006
    • 0 replies
    • 1.7k views
    • 
    • Scott
    • December 8, 2006