Plan Terminations

1,074 topics in this forum

1. Lost participant in a terminated plan with account greater than $5000

   By Guest mparker2028, July 18, 2005
   • 27 replies
   • 9.2k views
   • 
   • Guest
   • October 4, 2006

2. Termination of 401(k) Plan

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

3. Cash Balance Termination

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

4. Plan Termination Assumptions

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

5. Partial Termination

   By Christine Roberts, April 15, 2003
   • 12 replies
   • 4.8k views
   • 
   • Belgarath
   • September 25, 2006

6. Termination or merger of acquired subsidiary plans

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

7. PPA '06 Effect on Plan Termination

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

8. Terminated Plan had J&S, Unresponsive participant

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

9. Refund From Annuity Provider

   By Guest merlin, July 26, 2006
   • 13 replies
   • 4.3k views
   • 
   • Guest
   • August 1, 2006

10. Early termination// DB plan

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

11. Reporting Asset Reversion

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

12. Termination of Prototype Plan (by adopting ER)

    By Guest Bear1, May 24, 2006
    • 1 reply
    • 2.4k views
    • 
    • Nate X
    • June 14, 2006

13. Notice of Intent to Terminate Not Given To Vested Terminees

    By Guest merlin, June 8, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • June 13, 2006

14. Notice of Plan Benefits - Relative Value information included?

    By Guest crosseyetester, June 7, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2006

15. audits of terminated plans

    By himt4, May 26, 2006
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 27, 2006

16. Form 6088

    By Guest OfficialNerd, May 25, 2006
    • 1 reply
    • 3.3k views
    • 
    • Mike Preston
    • May 25, 2006

17. Plan to Plan transfer on plan termination

    By dmb, May 22, 2006
    • 7 replies
    • 2.2k views
    • 
    • dmb
    • May 24, 2006

18. Notice of Plan Benefits Contents

    By Guest crosseyetester, May 10, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 10, 2006

19. distributions to unresponsive participants

    By Guest anne1, April 6, 2006
    • 5 replies
    • 2.6k views
    • 
    • GBurns
    • May 9, 2006

20. Terminating a Target Benefit Plan

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

21. Distributions to Lost Participants with Balances < $1000

    By Guest Margaret25, April 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • Archimage
    • April 26, 2006

22. freezing a 401(k) plan

    By Santo Gold, March 24, 2006
    • 0 replies
    • 2.8k views
    • 
    • Santo Gold
    • March 24, 2006

23. Retroactive PS Plan Termination date?

    By mschwechter, March 21, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2006

24. Terminated Company/Open Plan

    By Guest ResearchGirl, February 28, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 1, 2006

25. Form 5310 Line 3c Determination Letter Issue

    By chris, April 23, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 24, 2006

26. Deductible Contribution in Year of Termination?

    By Dougsbpc, February 3, 2006
    • 3 replies
    • 2.4k views
    • 
    • AndyH
    • February 16, 2006

27. terminating underfunded MP plan

    By Santo Gold, January 26, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 30, 2006

28. Amendment for Terminating Plan

    By chris, December 6, 2005
    • 5 replies
    • 3k views
    • 
    • namealreadyinuse
    • January 23, 2006

29. New User Fee and Small Plans

    By mwyatt, January 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2006

30. Safe Harbor 401(k) Plan

    By mming, December 30, 2005
    • 2 replies
    • 1.9k views
    • 
    • mming
    • January 2, 2006

31. Distributions prior to distress termination

    By dmb, December 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 29, 2005

32. paying out amounts greater than $ 1000 in terminated plan

    By Guest anne1, December 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • December 28, 2005

33. Termination Prior to EGTRRA RAP

    By Guest AEA, December 27, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 27, 2005

34. Missing Participant PBGC

    By bvhea, November 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • bvhea
    • November 30, 2005

35. Investment Company to Accept Forced Rollovers

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

36. Partial Termination

    By MarZDoates, November 4, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 4, 2005

37. Terminated Plan - Participant won't respond

    By DP, November 3, 2005
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • November 3, 2005

38. Board Res. to Terminate

    By Guest penman, October 17, 2005
    • 5 replies
    • 3.5k views
    • 
    • RTK
    • October 28, 2005

39. Plan Conversion

    By Randy Watson, October 17, 2005
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • October 24, 2005

40. ps plan: freeze or terminate?

    By Lori H, October 18, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • October 19, 2005

41. Would you call this a partial termination?

    By 2muchstress, October 7, 2005
    • 5 replies
    • 3.7k views
    • 
    • 2muchstress
    • October 13, 2005

42. How about another Partial Term reading?

    By mwyatt, October 9, 2005
    • 4 replies
    • 2.4k views
    • 
    • mwyatt
    • October 10, 2005

43. Missing Participant

    By Randy Watson, September 8, 2005
    • 8 replies
    • 3.4k views
    • 
    • stephen
    • September 13, 2005

44. Prorate $200,000 compensation limit for mid-year plan freeze

    By mariemonroe, August 23, 2005
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • August 26, 2005

45. Plan sponsor reincorporation

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

46. Worthless Stock in Terminating PS Plan

    By DP, August 10, 2005
    • 15 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2005

47. Eliminating Distribution Option after Termination Date

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

48. Plan Term and new plan in same plan year

    By stevena, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • stevena
    • August 1, 2005

49. Plan Termination and Lost Documents

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

50. target and money purchase termination

    By Santo Gold, July 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • Santo Gold
    • July 12, 2005