Plan Terminations

1,074 topics in this forum

1. standard termination of pension plan

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

2. Self-employed, no contributions

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

3. Final 5500

   By PS, January 3, 2024
   • 2 replies
   • 1.4k views
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   • Lou S.
   • January 3, 2024

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

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

5. Asset Sale

   By PS, September 16, 2022
   • 8 replies
   • 1.4k views
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   • Luke Bailey
   • September 20, 2022

6. Terminating a MP plan to start DB plan

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

7. Plan termination due to death of owner

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

8. Additional distributions - election forms?

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

9. Plan Termination-Ongoing Duty?

   By Randy Watson, October 22, 2012
   • 4 replies
   • 1.4k views
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   • david rigby
   • October 23, 2012

10. An plan termination was treated as a merger; is there a way to correct

    By Richard Anderson, December 13, 2000
    • 0 replies
    • 1.4k views
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    • Richard Anderson
    • December 13, 2000

11. Schedule Q No Longer Required

    By chris, September 6, 2001
    • 1 reply
    • 1.4k views
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    • lkpittman
    • September 12, 2001

12. Merging of Plan Sources

    By Guest KFLETT, January 20, 2003
    • 8 replies
    • 1.4k views
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    • mbozek
    • January 20, 2003

13. trustee to trustee transfer

    By Guest sue1jeff, April 22, 2003
    • 1 reply
    • 1.4k views
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    • david rigby
    • April 22, 2003

14. Trustee's duties outside of PBGC

    By Guest BTCISP1969, December 28, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • December 28, 2000

15. PBGC standard termination with asset shortfall

    By Guest Judy S, December 12, 2003
    • 4 replies
    • 1.4k views
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    • Guest
    • December 17, 2003

16. Pooled employer plan

    By PS, August 29, 2022
    • 3 replies
    • 1.4k views
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    • Luke Bailey
    • August 31, 2022

17. Can you correct plan failure after plan termination

    By Gudgergirl, August 31, 2009
    • 2 replies
    • 1.4k views
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    • Mike Preston
    • September 1, 2009

18. Termination of PSP which previously merged with a MPPP

    By chris, March 19, 2001
    • 0 replies
    • 1.4k views
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    • chris
    • March 19, 2001

19. Stock sale - plan issues not addressed in purchase and sale agreement, etc., of course...

    By Belgarath, July 30, 2024
    • 4 replies
    • 1.4k views
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    • QDROphile
    • July 30, 2024

20. Plan is terminating, not the participant: RMD needed?

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 1.4k views
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    • AlbanyConsultant
    • March 23, 2018

21. Investment Company to Accept Forced Rollovers

    By Guest trumpy, November 29, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • November 29, 2005

22. Resolution versus amendment anticutback

    By Draper55, October 17, 2024
    • 6 replies
    • 1.4k views
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    • Draper55
    • October 21, 2024

23. Small Plan PBGC Termination Question

    By Lou S., June 19, 2024
    • 6 replies
    • 1.4k views
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    • CuseFan
    • June 21, 2024

24. term plan, having trouble liquidating

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • August 6, 2001

25. Can a paired standardized money purchase plan be merged into a profit

    By Richard Anderson, June 25, 2001
    • 0 replies
    • 1.4k views
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    • Richard Anderson
    • June 25, 2001

26. Naughty Client!

    By Guest LKHartnett, November 1, 2002
    • 2 replies
    • 1.4k views
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    • Guest
    • November 1, 2002

27. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 1.4k views
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    • Draper55
    • July 12, 2018

28. Allocation of Distribution Expenses in a Cash Balance Pension Plan Termination

    By Guest Dressageho, February 25, 2010
    • 2 replies
    • 1.4k views
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    • Guest
    • March 25, 2010

29. Terminating a Target Benefit Plan

    By Santo Gold, April 28, 2006
    • 1 reply
    • 1.4k views
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    • Belgarath
    • April 28, 2006

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

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

31. Excise Tax on Plan Termination

    By Dougsbpc, July 17, 2011
    • 0 replies
    • 1.4k views
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    • Dougsbpc
    • July 17, 2011

32. Partial Plan Terminations

    By ishi, June 12, 2009
    • 0 replies
    • 1.4k views
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    • ishi
    • June 12, 2009

33. Demo 6 on cross tested PS plan

    By Belgarath, July 28, 2009
    • 3 replies
    • 1.4k views
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    • Belgarath
    • October 14, 2009

34. Does Plan Termination have any affect on a Prohibited Transaction

    By Dennis Povloski, December 13, 2007
    • 1 reply
    • 1.4k views
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    • Ron Snyder
    • December 24, 2007

35. Found Money after Termination

    By Briandfox, November 3, 2015
    • 8 replies
    • 1.4k views
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    • ESOP Guy
    • November 4, 2015

36. What is the minimum time you can give a participant in a terminating D

    By Guest MAWalsh, November 21, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • November 21, 2000

37. PBGC takeover and maximum benefit

    By Guest BruceCM, March 21, 2005
    • 1 reply
    • 1.4k views
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    • david rigby
    • March 22, 2005

38. Forfeiture balance

    By PS, March 10, 2022
    • 5 replies
    • 1.4k views
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    • Bri
    • March 10, 2022

39. MP & PSP Plan Mergers - Optional Forms of Benefit

    By Guest Laura12345, November 25, 2002
    • 3 replies
    • 1.4k views
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    • Guest
    • November 25, 2002

40. Frozen plan to be terminated

    By chris, June 17, 2003
    • 3 replies
    • 1.4k views
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    • chris
    • June 18, 2003

41. terminate 401k/SH... start SIMPLE IRA in the same calendar year?

    By AlbanyConsultant, May 29, 2024
    • 4 replies
    • 1.4k views
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    • Belgarath
    • May 30, 2024

42. Plan termination and self employment income

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

43. 5310 Submission question

    By Richard Anderson, April 11, 2012
    • 1 reply
    • 1.4k views
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    • Guest
    • April 24, 2012

44. 436 Benefit Restrictions

    By Doghouse, November 4, 2009
    • 1 reply
    • 1.4k views
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    • FAPInJax
    • November 5, 2009

45. Assets moved into Terminated Plan

    By Guest Beneflaw, February 3, 2012
    • 2 replies
    • 1.4k views
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    • Guest
    • February 6, 2012

46. Final 5500 Extended Due Date

    By Pension RC, March 22, 2017
    • 2 replies
    • 1.4k views
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    • Calavera
    • March 23, 2017

47. Freezing/terminating target benefit plan

    By chris, December 11, 2003
    • 0 replies
    • 1.4k views
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    • chris
    • December 11, 2003

48. Insolvent Employer Plan Termination Fees

    By Guest Paulaangell, April 11, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • April 11, 2001

49. Plan sponsor reincorporation

    By Guest boltontd, August 15, 2005
    • 3 replies
    • 1.4k views
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    • chris
    • August 22, 2005

50. Eliminating Distribution Option after Termination Date

    By Guest aciepluch, August 2, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 2, 2005