Plan Terminations

1,069 topics in this forum

1. Termination or merger of acquired subsidiary plans

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

2. PPA '06 Effect on Plan Termination

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

3. Terminated Plan had J&S, Unresponsive participant

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

4. Refund From Annuity Provider

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

5. Early termination// DB plan

   By Guest psk, July 26, 2006
   • 1 reply
   • 1.7k views
   • 
   • WDIK
   • July 26, 2006

6. Reporting Asset Reversion

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

7. Termination of Prototype Plan (by adopting ER)

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

8. 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

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

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

10. audits of terminated plans

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

11. Form 6088

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

12. Plan to Plan transfer on plan termination

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

13. Notice of Plan Benefits Contents

    By Guest crosseyetester, May 10, 2006
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 10, 2006

14. distributions to unresponsive participants

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

15. Terminating a Target Benefit Plan

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

16. Distributions to Lost Participants with Balances < $1000

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

17. freezing a 401(k) plan

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

18. Retroactive PS Plan Termination date?

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

19. Terminated Company/Open Plan

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

20. Form 5310 Line 3c Determination Letter Issue

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

21. Deductible Contribution in Year of Termination?

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

22. terminating underfunded MP plan

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

23. Amendment for Terminating Plan

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

24. New User Fee and Small Plans

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

25. Safe Harbor 401(k) Plan

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

26. Distributions prior to distress termination

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

27. 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

28. Termination Prior to EGTRRA RAP

    By Guest AEA, December 27, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2005

29. Missing Participant PBGC

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

30. Investment Company to Accept Forced Rollovers

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

31. Partial Termination

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

32. Terminated Plan - Participant won't respond

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

33. Board Res. to Terminate

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

34. Plan Conversion

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

35. ps plan: freeze or terminate?

    By Lori H, October 18, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • October 19, 2005

36. Would you call this a partial termination?

    By 2muchstress, October 7, 2005
    • 5 replies
    • 3.6k views
    • 
    • 2muchstress
    • October 13, 2005

37. How about another Partial Term reading?

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

38. Missing Participant

    By Randy Watson, September 8, 2005
    • 8 replies
    • 3.3k views
    • 
    • stephen
    • September 13, 2005

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

    By mariemonroe, August 23, 2005
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • August 26, 2005

40. Plan sponsor reincorporation

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

41. Worthless Stock in Terminating PS Plan

    By DP, August 10, 2005
    • 15 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2005

42. Eliminating Distribution Option after Termination Date

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

43. Plan Term and new plan in same plan year

    By stevena, August 1, 2005
    • 0 replies
    • 1.3k views
    • 
    • stevena
    • August 1, 2005

44. Plan Termination and Lost Documents

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

45. target and money purchase termination

    By Santo Gold, July 11, 2005
    • 2 replies
    • 1.4k views
    • 
    • Santo Gold
    • July 12, 2005

46. Plan Termination Submitted To PBGC As a Standard Termination, Now Insufficient. What happens now?

    By Guest merlin, June 9, 2005
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • July 12, 2005

47. Trying to pay assets out of MPPP. How to handle additional deposits made into the Trust.

    By jkharvey, July 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • July 6, 2005

48. DB termination distribution options

    By Guest jim williams, June 16, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • June 16, 2005

49. Future Plan Termination

    By DP, June 10, 2005
    • 11 replies
    • 2.5k views
    • 
    • WDIK
    • June 15, 2005

50. Plan termination vs Plan merger

    By Santo Gold, June 13, 2005
    • 6 replies
    • 6.2k views
    • 
    • Bird
    • June 13, 2005