Plan Terminations

1,074 topics in this forum

1. Benefit Distributions

   By Guest dlogan6331, October 20, 2004
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • October 20, 2004

2. SB for Terminating Plan

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

3. DB Termination - Rollover Question

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

4. Abandoned Plan

   By PS, January 5, 2024
   • 5 replies
   • 1.4k views
   • 
   • MoJo
   • January 5, 2024

5. Permanence?

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

6. Excess Contributions to terminated Money Purchase Plan

   By dmb, March 8, 2001
   • 0 replies
   • 1.4k views
   • 
   • dmb
   • March 8, 2001

7. 5310 completion questions

   By Guest bshawnr, September 23, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 28, 2009

8. calculating total participants

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

9. Normal DB Plan Termination and Annuities ?

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

10. cross tax correction

    By PS, April 24, 2024
    • 10 replies
    • 1.4k views
    • 
    • justanotheradmin
    • April 25, 2024

11. Plan Eligible on USERRA-protected Active Duty

    By J Simmons, August 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • J Simmons
    • August 15, 2007

12. Trust earnings paid 5 years after termination and "final" di

    By Guest, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 22, 2001

13. Term of a Safe harbor plan

    By doombuggy, July 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 14, 2011

14. Partial Plan Temination - "Affected" Participants

    By Flyboyjohn, August 14, 2015
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • August 17, 2015

15. Pension plan frozen

    By Guest Michigan62, February 4, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • February 4, 2004

16. Plan Term and new plan in same plan year

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

17. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 9, 2009

18. Deceased missing participants

    By pixiebear, October 18, 2023
    • 2 replies
    • 1.4k views
    • 
    • MoJo
    • October 19, 2023

19. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • June 18, 2020

20. Distribute assets within 12 months

    By Trisports, January 20, 2017
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • January 20, 2017

21. Change address on 5500

    By Lou81, August 1, 2024
    • 2 replies
    • 1.4k views
    • 
    • Lou81
    • August 2, 2024

22. Termination Process

    By Randy Watson, October 7, 2009
    • 3 replies
    • 1.4k views
    • 
    • Randy Watson
    • October 7, 2009

23. 401(k) termination

    By Guest Inhouse ERISA, May 6, 2011
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 6, 2011

24. Participant terminated in plan year of termination. Fully vest?

    By Lori H, January 27, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • January 28, 2014

25. Can PBGC reach assets of foreign subsidiary?

    By J2D2, August 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • August 3, 2004

26. Form 5310 rev. 12/13 item 21f assets

    By Guest F5500Programmer, February 28, 2014   

    • 5310
    • assets
    • (and 1 more)

      Tagged with:

      • 5310
      • assets
      • 21f
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

27. $3.17 interest - Non-amender

    By imchipbrown, May 6, 2016
    • 5 replies
    • 1.3k views
    • 
    • imchipbrown
    • May 10, 2016

28. The timing of things...

    By Guest EPS2, February 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • February 5, 2009

29. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 1.3k views
    • 
    • PS
    • April 17, 2020

30. Need advice to terminate VEBA plan for small employer

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

31. Underfunded Abandoned Pension Plan

    By Saiai, February 26, 2018   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • terminate
      • underfunded
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 28, 2018

32. PBGC plan term?

    By dmb, February 2, 2004
    • 4 replies
    • 1.3k views
    • 
    • dmb
    • February 2, 2004

33. Plan Termination and Potential Problem with Amendments

    By Susan S., November 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2009

34. Underfunded Plan Valuation

    By Guest Lisa P, July 24, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • July 25, 2003

35. DB Termination

    By Guest JMN, May 25, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 25, 2011

36. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 11, 2012

37. Update Summary Plan Description

    By Guest justbe, February 24, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 24, 2005

38. Split-Dollar Life Insurance

    By Guest Patricia22, December 11, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 11, 2007

39. Determination Letter Application

    By Guest MJ1, May 3, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 3, 2011

40. Partial Termination & Economy

    By Guest dhall, October 18, 2010
    • 4 replies
    • 1.3k views
    • 
    • movedon
    • October 19, 2010

41. Sole Prop Terminating SH 401(k) Mid Year

    By TBob, November 16, 2010
    • 0 replies
    • 1.3k views
    • 
    • TBob
    • November 16, 2010

42. Forfeited checks

    By PS, November 15, 2022
    • 6 replies
    • 1.3k views
    • 
    • PS
    • November 16, 2022

43. Terminating an ESOP (de minimis amounts)

    By Guest Maxwell, July 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2002

44. Converting a 5300 to a 5310

    By Randy Watson, January 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • January 8, 2011

45. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 1.3k views
    • 
    • CJ Allen
    • July 19, 2018

46. RMD From terminating DB plan

    By dmb, March 23, 2011
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • March 23, 2011

47. DC Plan Termination and Post PPA (Cycle 3) Restatement

    By MaryMcConnell, July 29, 2021
    • 5 replies
    • 1.3k views
    • 
    • Gilmore
    • July 30, 2021

48. Participants reappear after plan termination

    By Carol V. Calhoun, May 25, 2017
    • 7 replies
    • 1.3k views
    • 
    • waid10
    • December 19, 2017

49. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 6, 2010

50. profit sharing plan termination with leftover funds

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