Plan Terminations

1,075 topics in this forum

1. Terminated Plan with an Illiquid Asset

   By Scott, September 13, 2007
   • 4 replies
   • 2.7k views
   • 
   • Peter Gulia
   • September 14, 2007

2. Profit Sharing Plan Termination

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

3. PBGC Form 500- DB plan termination

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

4. IRS Missing Participant Locator Service

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

5. Plan Terminations

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

6. Termination after stock acquisition

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

7. Distribution of Assets

   By Randy Watson, August 20, 2007
   • 15 replies
   • 4.4k views
   • 
   • Randy Watson
   • August 30, 2007

8. 204(h) Notice - 45 days or 15 days?

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

9. Plan Eligible on USERRA-protected Active Duty

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

10. Can you revoke termination of a 401(k) plan?

    By Guest APensionGuy, July 13, 2007
    • 6 replies
    • 5.7k views
    • 
    • Belgarath
    • March 10, 2023

11. Late Notice of Plan Benefits

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

12. 401a plan termination -

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

13. Bulletin 95-1

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

14. 5310 Mailing address changed?

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

15. Partial Plan Termination

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

16. Mandatory Rollover from Terminating DB to DC Plan

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

17. Reallocating excess assets in DB plan on termination

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

18. De Facto Plan Termination

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

19. 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

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

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

21. 410(b) coverage

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

22. Liability for "Missed" Participants When Sponsors Dissolves

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

23. Distributions upon termination of profit sharing plan

    By Guest DMP, March 13, 2007
    • 6 replies
    • 6.6k views
    • 
    • Bird
    • March 15, 2007

24. Successor Plan Rules

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

25. DB plan terminating with excess assets

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

26. Unresponsive Participant

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

27. Distribute or File?

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

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

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

29. Timing of Benefit Obligation Transfer

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

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

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

31. Plan Termination - The Final Valuation

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

32. 5310 user fee

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

33. IRA accounts for Missing Participants

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

34. Form 6088

    By Guest bjfgfg, December 21, 2006
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 27, 2006

35. 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

36. Money Purchase Termination

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

37. Plan terminates but doesn't distribute all assets

    By mariemonroe, December 6, 2006
    • 5 replies
    • 2.5k views
    • 
    • mariemonroe
    • December 12, 2006

38. Rollovers

    By Guest jaf036, November 29, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 30, 2006

39. Termination of Safe Harbor 401(k)

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

40. Ugh! Messy plan termination

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

41. 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

42. Termination of 401(k) Plan

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

43. Cash Balance Termination

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

44. Plan Termination Assumptions

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

45. Termination or merger of acquired subsidiary plans

    By Guest TCP, September 18, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 19, 2006

46. PPA '06 Effect on Plan Termination

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

47. Terminated Plan had J&S, Unresponsive participant

    By Guest Iwonder, August 1, 2006
    • 4 replies
    • 2.6k views
    • 
    • Locust
    • August 3, 2006

48. Early termination// DB plan

    By Guest psk, July 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • July 26, 2006

49. Refund From Annuity Provider

    By Guest merlin, July 26, 2006
    • 13 replies
    • 4.4k views
    • 
    • Guest
    • August 1, 2006

50. Reporting Asset Reversion

    By Guest ak, July 18, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • July 18, 2006