Plan Terminations

1,075 topics in this forum

1. Insolvent Employer Plan Termination Fees

   By Guest Paulaangell, April 11, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 11, 2001

2. Freezing/terminating target benefit plan

   By chris, December 11, 2003
   • 0 replies
   • 1.4k views
   • 
   • chris
   • December 11, 2003

3. Deceased missing participants

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

4. SB for Terminating Plan

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

5. Eliminating Distribution Option after Termination Date

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

6. Plan sponsor reincorporation

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

7. calculating total participants

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

8. Benefit Distributions

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

9. Form 5310 and loans

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

10. 5310 completion questions

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

11. DB Termination - Rollover Question

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

12. Excess Contributions to terminated Money Purchase Plan

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

13. Normal DB Plan Termination and Annuities ?

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

14. Permanence?

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

15. Plan Eligible on USERRA-protected Active Duty

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

16. 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

17. Term of a Safe harbor plan

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

18. Pension plan frozen

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

19. Allocation of Excess Assets

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

20. Partial Plan Temination - "Affected" Participants

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

21. Termination Process

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

22. Plan Term and new plan in same plan year

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

23. Distribute assets within 12 months

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

24. Can PBGC reach assets of foreign subsidiary?

    By J2D2, August 2, 2004
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • August 3, 2004

25. $3.17 interest - Non-amender

    By imchipbrown, May 6, 2016
    • 5 replies
    • 1.4k views
    • 
    • imchipbrown
    • May 10, 2016

26. 401(k) termination

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

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

    By Lori H, January 27, 2014
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • January 28, 2014

28. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 1.4k views
    • 
    • PS
    • April 17, 2020

29. 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
    • 1.4k views
    • 
    • Guest
    • February 28, 2014

30. Forfeited checks

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

31. Plan Termination

    By PS, January 11, 2024
    • 5 replies
    • 1.3k views
    • 
    • TheBoxMan
    • January 25, 2024

32. termination IRS Requires 60-day Notice for Terminations?

    By WantsToLearn, May 17, 2023   

    • profit sharing plan
    • required notices
    • (and 1 more)

      Tagged with:

      • profit sharing plan
      • required notices
      • irs
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • May 18, 2023

33. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 2, 2024

34. The timing of things...

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

35. Partial plan termination - employees fired for dishonesty

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

36. profit sharing plan termination with leftover funds

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

37. Need advice to terminate VEBA plan for small employer

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

38. Plan Termination and Potential Problem with Amendments

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

39. PBGC plan term?

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

40. Participants reappear after plan termination

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

41. Underfunded Plan Valuation

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

42. DB Termination

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

43. terminate 401k s/h

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

44. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.3k views
    • 
    • PS
    • January 16, 2019

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

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

46. Is the Plan Terminated?

    By Basically, April 14, 2023
    • 13 replies
    • 1.3k views
    • 
    • Ken Marblestone
    • April 17, 2023

47. Update Summary Plan Description

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

48. Split-Dollar Life Insurance

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

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

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

50. Partial Termination & Economy

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