Plan Terminations

1,070 topics in this forum

1. Plan Termination Notice/Timing Requirements

   By Indiana Joes, October 6
   • 2 replies
   • 222 views
   • 
   • C. B. Zeller
   • October 6

2. Plan Termination of DB Plan

   By Egold, September 12
   • 4 replies
   • 2.2k views
   • 
   • david rigby
   • September 15

3. Plan termination payouts

   By pmacduff, September 10, 2019
   • 4 replies
   • 1.1k views
   • 
   • Bill Presson
   • September 11, 2019

4. Plan Termination Process

   By waid10, February 3, 2010
   • 2 replies
   • 1.6k views
   • 
   • waid10
   • February 4, 2010

5. Plan Termination prorates section 415 limits?

   By Guest Lawrence_Groves, March 5, 2004
   • 3 replies
   • 5.1k views
   • 
   • FormsRstillmylife
   • April 18, 2007

6. Plan Termination Resolution

   By Rob P, October 13, 2008
   • 3 replies
   • 2.7k views
   • 
   • david rigby
   • October 14, 2008

7. Plan Termination Safe Harbor Match + Top Heavy

   By Lou S., November 6, 2008
   • 2 replies
   • 3.8k views
   • 
   • Kevin C
   • October 16, 2009

8. 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

9. Plan termination vs Plan merger

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

10. Plan termination when plan sponsor in bankruptcy

    By Belgarath, June 4, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2002

11. Plan Termination-Final Profit Sharing Contribution

    By Guest wolfpack, June 23, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 1999

12. Plan Termination-Ongoing Duty?

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

13. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 2, 2024

14. Plan Termination, Going to PEO, Replacement Plan Rules

    By TPA Bob, February 23, 2021   

    • peo
    • replacement plan
    • 2 replies
    • 698 views
    • 
    • TPA Bob
    • February 24, 2021

15. Plan termination, top heavy

    By DMcGovern, June 7, 2017
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 9, 2017

16. Plan Termination/Merger

    By Guest mjr, June 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 4, 2003

17. Plan Terminations

    By Guest emmpsrm, November 24, 2008
    • 6 replies
    • 2.1k views
    • 
    • Bird
    • November 26, 2008

18. Plan Terminations

    By Guest Karenm, August 29, 2007
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • August 30, 2007

19. Plan Terminations in FDIC Take-Over

    By Guest kg78, August 11, 2009
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2009

20. Plan that never really starts...need for termination?

    By RayRay, January 24, 2023
    • 3 replies
    • 738 views
    • 
    • BG5150
    • February 6, 2023

21. Plan to Plan transfer on plan termination

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

22. Plan Transfer

    By Randy Watson, February 10, 2009
    • 6 replies
    • 1.7k views
    • 
    • Randy Watson
    • February 12, 2009

23. Plan was "terminated" years ago, but one participant remained.

    By katieinny, March 10, 2011
    • 1 reply
    • 1.2k views
    • 
    • doombuggy
    • June 2, 2011

24. Plan Year End

    By Pension RC, February 4, 2014
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 5, 2014

25. plan year end and extension due date for merged plan?

    By kwalified, July 12, 2017
    • 6 replies
    • 1.5k views
    • 
    • mchazka
    • August 3, 2017

26. Pooled employer plan

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

27. Post retirement benefits - plan terminating

    By almostanactuary, March 23, 2015
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • March 23, 2015

28. post termination amendment of plan

    By Guest SVogel, August 27, 2014   

    • amendment
    • termination
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 27, 2014

29. Post termination audit

    By Belgarath, November 25, 2008
    • 16 replies
    • 3.3k views
    • 
    • Belgarath
    • April 24, 2009

30. Post Termination Revenue Sharing

    By Ed Proulx, July 1, 2015   

    • Revenue Sharing
    • Fees
    • (and 1 more)

      Tagged with:

      • Revenue Sharing
      • Fees
      • termination
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • July 1, 2015

31. Post-DOPT Amendment question

    By TheBoxMan, June 27, 2023
    • 2 replies
    • 788 views
    • 
    • David Schultz
    • June 29, 2023

32. PPA '06 Effect on Plan Termination

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

33. pre-approved 401k plan with multiple missed restatements - how to correct?

    By t.haley, November 15, 2024
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • November 18, 2024

34. Prior plan contributions made to PEP

    By Keith Lowery, October 31, 2023
    • 5 replies
    • 1k views
    • 
    • Paul I
    • November 1, 2023

35. Private Annuities

    By Guest Ellen Levy, May 14, 2010
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

36. Profit Sharing

    By PS, February 8, 2022
    • 5 replies
    • 1.6k views
    • 
    • PS
    • February 18, 2022

37. Profit Sharing contribution and Safe harbor for 2025

    By PS, August 13
    • 0 replies
    • 1.7k views
    • 
    • PS
    • August 13

38. Profit Sharing Plan Termination

    By Guest bernverd, September 12, 2007
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • October 4, 2007

39. Profit Sharing Plan Termination

    By Guest Astro, October 8, 2007
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • October 8, 2007

40. profit sharing plan termination with leftover funds

    By thepensionmaven, May 12, 2023
    • 9 replies
    • 1.3k views
    • 
    • Bird
    • May 17, 2023

41. Profit sharing plan termination?

    By Guest rim, October 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • October 15, 1999

42. profit sharing plan with insurance

    By thepensionmaven, July 29, 2016
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • July 29, 2016

43. Profit Sharing termination

    By rfahey, December 5, 2012
    • 0 replies
    • 1.3k views
    • 
    • rfahey
    • December 5, 2012

44. Proposed DOL Abandoned Plan Regulations

    By Guest Thornton, May 14, 2013
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • May 15, 2013

45. Proposed Termination Date - 401(k) Plan

    By PJ2009, May 5, 2009
    • 5 replies
    • 2.3k views
    • 
    • PJ2009
    • May 12, 2009

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

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

47. Prorated Benefit Accruals in Plan Terminations

    By 401 Chaos, August 25, 2003
    • 6 replies
    • 3k views
    • 
    • 401 Chaos
    • August 27, 2003

48. Ps or Sep plan for 1 year

    By Guest cascigm, December 10, 1999
    • 3 replies
    • 1.7k views
    • 
    • richard
    • December 30, 1999

49. PS plan - company being sold

    By thepensionmaven, February 9, 2018
    • 4 replies
    • 963 views
    • 
    • EBECatty
    • February 13, 2018

50. PS Plan term. and return of forfeitures to ER

    By Guest hyper, January 23, 2004
    • 9 replies
    • 5.3k views
    • 
    • PLAN MAN
    • August 27, 2008