Plan Terminations

1,069 topics in this forum

1. Orphan Plan - How to appoint a new trustee

   By Trisports, August 17, 2022
   • 10 replies
   • 1.4k views
   • 
   • Albert F
   • August 23, 2022

2. 401k limit

   By PS, November 11, 2021
   • 6 replies
   • 1.4k views
   • 
   • Luke Bailey
   • November 13, 2021

3. Merging of Plan Sources

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

4. 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
   • 
   • Richard Anderson
   • December 13, 2000

5. Schedule Q No Longer Required

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

6. Partial termination

   By pmacduff, April 26, 2016
   • 6 replies
   • 1.4k views
   • 
   • pmacduff
   • April 27, 2016

7. PBGC standard termination with asset shortfall

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

8. Trustee's duties outside of PBGC

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

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

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

10. Termination of PSP which previously merged with a MPPP

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

11. Investment Company to Accept Forced Rollovers

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

12. trustee to trustee transfer

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

13. Plan Termination-Ongoing Duty?

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

14. term plan, having trouble liquidating

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

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

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

16. Naughty Client!

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

17. Can you correct plan failure after plan termination

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

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

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

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

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

20. Asset Sale

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

21. Terminating a Target Benefit Plan

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

22. Excise Tax on Plan Termination

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

23. 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

24. Demo 6 on cross tested PS plan

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

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

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

26. Partial Plan Terminations

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

27. Options Available to Actives

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

28. PBGC takeover and maximum benefit

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

29. 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
    • 
    • Guest
    • November 21, 2000

30. 436 Benefit Restrictions

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

31. 5310 Submission question

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

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

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

33. Pooled employer plan

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

34. Final 5500

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

35. Assets moved into Terminated Plan

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

36. Found Money after Termination

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

37. Plan sponsor reincorporation

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

38. Freezing/terminating target benefit plan

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

39. Eliminating Distribution Option after Termination Date

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

40. SB for Terminating Plan

    By Pension RC, January 9, 2014
    • 1 reply
    • 1.4k views
    • 
    • thepensionmaven
    • March 16, 2014

41. Insolvent Employer Plan Termination Fees

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

42. Final 5500 Extended Due Date

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

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

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

44. Forfeiture balance

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

45. DB Termination - Rollover Question

    By Guest ebailey, January 27, 2010
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • January 27, 2010

46. Plan termination and self employment income

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

47. calculating total participants

    By t.haley, November 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • t.haley
    • November 24, 2008

48. Normal DB Plan Termination and Annuities ?

    By Guest nikomendy, March 10, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2002

49. Frozen plan to be terminated

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

50. Permanence?

    By Guest bobolink, October 29, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • October 29, 2010