Plan Terminations

1,069 topics in this forum

1. Plan Terminated, Insurance Policy not distributed

   By Guest EBGEEK, January 4, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 8, 2003

2. Plan terminated. Assets distributed. Then.....

   By MLML, May 8, 2016
   • 0 replies
   • 851 views
   • 
   • MLML
   • May 8, 2016

3. Plan terminates but doesn't distribute all assets

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

4. Plan terminating but participant won't request distribution

   By M Norton, August 25, 2010
   • 7 replies
   • 1.8k views
   • 
   • david rigby
   • August 25, 2010

5. plan terminating final contribution

   By CAR, March 5, 2002
   • 2 replies
   • 1.7k views
   • 
   • CAR
   • March 6, 2002

6. Plan terminating without plan attorney

   By TPApril, December 8, 2012
   • 1 reply
   • 1k views
   • 
   • ETA Consulting LLC
   • December 8, 2012

7. Plan terminating, but wife has gone awol

   By kwalified, December 10, 2015
   • 6 replies
   • 1.1k views
   • 
   • Bird
   • December 11, 2015

8. Plan termination

   By Belgarath, April 28, 2009
   • 5 replies
   • 2.6k views
   • 
   • J Simmons
   • May 2, 2009

9. Plan Termination

   By PS, January 11, 2024
   • 5 replies
   • 1.3k views
   • 
   • TheBoxMan
   • January 25, 2024

10. Plan Termination

    By Guest Sunny, November 8, 2002
    • 10 replies
    • 6.8k views
    • 
    • KJohnson
    • April 18, 2003

11. Plan termination

    By Belgarath, November 8, 2011
    • 9 replies
    • 2.1k views
    • 
    • Belgarath
    • November 10, 2011

12. Plan termination

    By PS, August 10, 2021
    • 4 replies
    • 798 views
    • 
    • PS
    • August 11, 2021

13. Plan Termination - 3% SHNEC

    By KateSmithPA, June 16, 2008
    • 5 replies
    • 2.5k views
    • 
    • katieinny
    • October 2, 2008

14. Plan Termination - Distribution to Trustee

    By Zoey, February 17, 2012
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • February 28, 2012

15. Plan Termination - How to amend for "GUST" prior to availabi

    By SMB, November 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • November 4, 2000

16. Plan Termination - Outstanding Loans

    By Guest Christie Loeslein, December 29, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 29, 2011

17. Plan Termination - Plan Document

    By PJ2009, July 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • PJ2009
    • July 17, 2009

18. Plan termination - plan had been a large plan

    By Pammie57, April 4, 2022
    • 3 replies
    • 556 views
    • 
    • Luke Bailey
    • April 22, 2022

19. Plan Termination - Post PPA restatement - DC plan

    By Lou S., February 26, 2016
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • February 26, 2016

20. Plan termination - short year or not?

    By Belgarath, June 7, 2017
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • June 7, 2017

21. Plan termination - Term date

    By PS, October 19, 2021
    • 2 replies
    • 563 views
    • 
    • PS
    • October 19, 2021

22. Plan Termination - The Final Valuation

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

23. Plan Termination - vesting

    By Lou81, February 17, 2022
    • 4 replies
    • 745 views
    • 
    • Lou81
    • February 18, 2022

24. Plan termination (DC - 401(k) plan

    By Belgarath, December 11, 2024
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 11, 2024

25. Plan Termination & Late 5500

    By jpdrews, January 9, 2015
    • 2 replies
    • 1.3k views
    • 
    • jpdrews
    • January 9, 2015

26. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid, April 10, 2024
    • 5 replies
    • 1.3k views
    • 
    • Retired, but still reading
    • April 13, 2024

27. Plan Termination and 1 year Distribution Requirement

    By Dougsbpc, July 19, 2013
    • 6 replies
    • 2.5k views
    • 
    • 12AX7
    • July 24, 2013

28. Plan Termination and ADP/ACP Testing

    By Guest SWadd, November 9, 2010
    • 2 replies
    • 4.8k views
    • 
    • Tom Poje
    • November 11, 2010

29. plan termination and final paycheck timing

    By K2retire, September 27, 2017
    • 5 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • September 28, 2017

30. Plan Termination and Guardian Plan

    By PS, February 6, 2019
    • 1 reply
    • 734 views
    • 
    • Kevin C
    • February 7, 2019

31. Plan Termination and Last Day Rule

    By Rai401k, April 11, 2012
    • 4 replies
    • 4.6k views
    • 
    • Rai401k
    • April 12, 2012

32. Plan Termination and Lost Documents

    By Guest Thornton, June 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • July 18, 2005

33. Plan Termination and Potential Problem with Amendments

    By Susan S., November 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2009

34. Plan termination and restatement

    By cdavis25, July 25, 2013
    • 5 replies
    • 2.7k views
    • 
    • Bird
    • November 18, 2014

35. Plan Termination and RMD

    By Dougsbpc, March 26, 2010
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • March 28, 2010

36. Plan termination and self employment income

    By Guest tmills, June 10, 2013
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2013

37. plan termination and small accounts with non-vested amounts

    By 30Rock, February 28, 2023
    • 3 replies
    • 724 views
    • 
    • TheBoxMan
    • March 2, 2023

38. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • July 29, 2020

39. Plan Termination and vesting

    By Dazednconfused, July 7, 2009
    • 2 replies
    • 2.6k views
    • 
    • Laura Harrington
    • July 7, 2009

40. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • March 26, 2019

41. Plan Termination Assumptions

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

42. Plan Termination Date

    By Medusa, March 11, 2009
    • 4 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2009

43. Plan Termination Date Revision

    By 401_noob, June 7, 2017
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • June 7, 2017

44. plan termination dates

    By Guest terid, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 13, 2002

45. Plan Termination Distributions

    By Guest dmitchell, February 20, 2003
    • 6 replies
    • 2.6k views
    • 
    • GBurns
    • January 14, 2005

46. Plan termination due to death of owner

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

47. Plan Termination Notice

    By Dazednconfused, November 11, 2010
    • 1 reply
    • 2.4k views
    • 
    • Lou S.
    • November 11, 2010

48. Plan Termination Notice

    By Guest AdminFL, November 7, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • November 7, 2001

49. Plan Termination notice

    By PS, November 27, 2023
    • 9 replies
    • 1.6k views
    • 
    • PS
    • January 3, 2024

50. Plan Termination Notice/Timing Requirements

    By Indiana Joes, October 6
    • 2 replies
    • 221 views
    • 
    • C. B. Zeller
    • October 6