Plan Terminations

1,074 topics in this forum

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

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

2. audits of terminated plans

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

3. Form 6088

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

4. Termination of Prototype Plan (by adopting ER)

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

5. Plan to Plan transfer on plan termination

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

6. Notice of Plan Benefits Contents

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

7. Terminating a Target Benefit Plan

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

8. Distributions to Lost Participants with Balances < $1000

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

9. distributions to unresponsive participants

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

10. freezing a 401(k) plan

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

11. Retroactive PS Plan Termination date?

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

12. Terminated Company/Open Plan

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

13. Deductible Contribution in Year of Termination?

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

14. terminating underfunded MP plan

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

15. New User Fee and Small Plans

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

16. Safe Harbor 401(k) Plan

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

17. Distributions prior to distress termination

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

18. 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

19. Termination Prior to EGTRRA RAP

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

20. Amendment for Terminating Plan

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

21. Missing Participant PBGC

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

22. Investment Company to Accept Forced Rollovers

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

23. Partial Termination

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

24. Terminated Plan - Participant won't respond

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

25. ps plan: freeze or terminate?

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

26. Board Res. to Terminate

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

27. Plan Conversion

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

28. How about another Partial Term reading?

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

29. Would you call this a partial termination?

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

30. Missing Participant

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

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

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

32. Plan sponsor reincorporation

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

33. Worthless Stock in Terminating PS Plan

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

34. Eliminating Distribution Option after Termination Date

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

35. Plan Term and new plan in same plan year

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

36. 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

37. target and money purchase termination

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

38. 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

39. DB termination distribution options

    By Guest jim williams, June 16, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • June 16, 2005

40. Plan termination vs Plan merger

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

41. Plan Termination and Lost Documents

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

42. Future Plan Termination

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

43. 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
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    • david rigby
    • July 12, 2005

44. Defined Benefit question

    By FJR, May 18, 2005
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2007

45. DC Plan Termination - No Successor Plan - Outstanding Participant Loans

    By Guest cease, May 10, 2005
    • 5 replies
    • 4k views
    • 
    • mbozek
    • May 12, 2005

46. PSP Termination w/DL - Partial Distribution - Percentage?

    By TCWalker, April 22, 2005
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 22, 2005

47. Need advice to terminate VEBA plan for small employer

    By Guest fplearner2005, April 10, 2005
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • April 10, 2005

48. Plan expenses.

    By katieinny, April 6, 2005
    • 2 replies
    • 1.5k views
    • 
    • katieinny
    • April 7, 2005

49. Defined Benefits Pension Plan:

    By Guest ejandvj@znet.com, March 31, 2005
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • March 31, 2005

50. PBGC takeover and maximum benefit

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