Plan Terminations

1,069 topics in this forum

1. Excess Contributions to terminated Money Purchase Plan

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

2. Benefit Distributions

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

3. Plan Eligible on USERRA-protected Active Duty

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

4. 5310 completion questions

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

5. Plan Term and new plan in same plan year

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

6. Pension plan frozen

   By Guest Michigan62, February 4, 2004
   • 2 replies
   • 1.3k views
   • 
   • Appleby
   • February 4, 2004

7. Term of a Safe harbor plan

   By doombuggy, July 14, 2011
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • July 14, 2011

8. Partial Plan Temination - "Affected" Participants

   By Flyboyjohn, August 14, 2015
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • August 17, 2015

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

   By Guest, February 22, 2001
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • February 22, 2001

10. Can PBGC reach assets of foreign subsidiary?

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

11. 401(k) termination

    By Guest Inhouse ERISA, May 6, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 6, 2011

12. 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

13. Termination Process

    By Randy Watson, October 7, 2009
    • 3 replies
    • 1.3k views
    • 
    • Randy Watson
    • October 7, 2009

14. Distribute assets within 12 months

    By Trisports, January 20, 2017
    • 4 replies
    • 1.3k views
    • 
    • My 2 cents
    • January 20, 2017

15. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 9, 2009

16. $3.17 interest - Non-amender

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

17. 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

18. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid, April 10, 2024
    • 5 replies
    • 1.3k views
    • 
    • Retired, but still reading
    • April 13, 2024

19. The timing of things...

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

20. Need advice to terminate VEBA plan for small employer

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

21. PBGC plan term?

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

22. Plan Termination and Potential Problem with Amendments

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

23. DB Termination

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

24. Underfunded Plan Valuation

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

25. terminate 401k s/h

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

26. Small Plan PBGC Termination Question

    By Lou S., June 19, 2024
    • 6 replies
    • 1.3k views
    • 
    • CuseFan
    • June 21, 2024

27. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • June 18, 2020

28. Resolution versus amendment anticutback

    By Draper55, October 17, 2024
    • 6 replies
    • 1.3k views
    • 
    • Draper55
    • October 21, 2024

29. Update Summary Plan Description

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

30. Split-Dollar Life Insurance

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

31. Partial Termination & Economy

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

32. Determination Letter Application

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

33. CARES-ACT

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

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

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

35. Deceased missing participants

    By pixiebear, October 18, 2023
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • October 19, 2023

36. Terminating an ESOP (de minimis amounts)

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

37. Converting a 5300 to a 5310

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

38. RMD From terminating DB plan

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

39. Unexpected excess assets from plan term

    By Medusa, March 21, 2001
    • 0 replies
    • 1.3k views
    • 
    • Medusa
    • March 21, 2001

40. Payment of Fee from Excess Assets

    By Guest merlin, March 26, 2004
    • 1 reply
    • 1.3k views
    • 
    • No Name
    • March 26, 2004

41. Plan Termination & Late 5500

    By jpdrews, January 9, 2015
    • 2 replies
    • 1.3k views
    • 
    • jpdrews
    • January 9, 2015

42. 412(e) Plan

    By jkdoll2, December 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • jkdoll2
    • December 4, 2008

43. Missing Participants with no Social Security #s

    By Guest maddie7, February 5, 2016
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • May 6, 2016

44. Missing Participants Terminated Plans

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

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. Request for LOD on Plan Termination

    By Susan S., April 23, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 23, 2010

47. Amendment to Look-back Month

    By Pension RC, December 17, 2013
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • December 18, 2013

48. Abandoned Plan

    By PS, January 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • MoJo
    • January 5, 2024

49. Plan Rollover vs. Plan Termination

    By Luis Miguel, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 12, 2002

50. Sole proprietor incorporates - does this mean plan must terminate?

    By Guest amfam2, April 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 23, 2002