Plan Terminations

1,076 topics in this forum

1. Plan Termination and Lost Documents

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

2. target and money purchase termination

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

3. 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

4. Trying to pay assets out of MPPP. How to handle additional deposits made into the Trust.

   By jkharvey, July 6, 2005
   • 1 reply
   • 1.7k views
   • 
   • Bird
   • July 6, 2005

5. DB termination distribution options

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

6. Future Plan Termination

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

7. Plan termination vs Plan merger

   By Santo Gold, June 13, 2005
   • 6 replies
   • 6.4k views
   • 
   • Bird
   • June 13, 2005

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

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

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

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

10. Need advice to terminate VEBA plan for small employer

    By Guest fplearner2005, April 10, 2005
    • 1 reply
    • 1.4k views
    • 
    • GBurns
    • April 10, 2005

11. Plan expenses.

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

12. Defined Benefits Pension Plan:

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

13. PBGC takeover and maximum benefit

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

14. Multiple Employer Plan if Continued Service to Participants After Leave Controlled Group

    By Guest texastax, March 11, 2005
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 11, 2005

15. Update Summary Plan Description

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

16. Liabililty for Spin Off Plan

    By Just Me, February 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • February 11, 2005

17. Auto rollover on plan terminations

    By Guest Do, February 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2005

18. IRS Location Program - Last Known Addresses Needed?

    By Leopurrd, January 17, 2005
    • 1 reply
    • 2.5k views
    • 
    • GBurns
    • January 17, 2005

19. Plan Termination Distributions

    By Guest dmitchell, February 20, 2003
    • 6 replies
    • 2.6k views
    • 
    • GBurns
    • January 14, 2005

20. Distributions from Terminating DC Plan

    By Just Me, April 16, 2004
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2005

21. Rollover vs. Annuity

    By Just Me, December 16, 2004
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • December 29, 2004

22. Employer and deductibility issue

    By dmb, December 29, 2004
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • December 29, 2004

23. Waiver by Owner

    By MGB, December 29, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2004

24. Is this a Controlled Group/Affiliated service Group?

    By himt4, December 21, 2004
    • 5 replies
    • 2k views
    • 
    • himt4
    • December 22, 2004

25. termination of DC plan

    By Guest eliotb, December 14, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

26. Looking for Plan Amendment Language

    By Guest thepensionman, December 7, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 2004

27. IRS rejecting withholding amounts with "inactive" TIN on terminating plans

    By Belgarath, December 1, 2004
    • 4 replies
    • 2.3k views
    • 
    • No Name
    • December 2, 2004

28. determination letter process

    By Guest justbe, November 15, 2004
    • 2 replies
    • 1.8k views
    • 
    • Alf
    • November 29, 2004

29. Distribution option based on 5310

    By Guest Sadie, November 16, 2004
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 17, 2004

30. Benefit Distributions

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

31. 8717 user fee

    By Guest jim williams, October 12, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 15, 2004

32. db and dc merger

    By Guest sue1jeff, October 10, 2004
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • October 10, 2004

33. Reversion - Termination before 1986

    By Guest cphs, September 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • October 1, 2004

34. Partial Plan Termination

    By DP, August 12, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • September 24, 2004

35. 401(h) plan termination - how to distribute assets?

    By Guest schneiderdowns, September 2, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 2, 2004

36. Pbgc coverage and final contribution

    By Earl, August 14, 2004
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • August 24, 2004

37. Waiver in year of termination

    By Guest shronesz, August 3, 2004
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2004

38. Can PBGC reach assets of foreign subsidiary?

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

39. need help figuring out how to argue contract is ambiguous for vesting of retiree benefits in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • July 13, 2004

40. Notice to Interested Parties

    By SoCalActuary, July 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

41. Distribution of Forfeitures at Plan Termination

    By Guest MSWilson, July 8, 2004
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

42. Whoops--forgot about the PBGC

    By Guest flogger, July 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 7, 2004

43. Abandoned/Orphan Plan?

    By Guest Retina, May 24, 2004
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • May 24, 2004

44. Amendments to Terminating Plans

    By chris, April 23, 2004
    • 4 replies
    • 1.9k views
    • 
    • Earl
    • May 21, 2004

45. Terminating a Safe Harbor 401k Plan

    By DP, May 3, 2004
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 17, 2004

46. Cost to terminate plan...

    By K-t-F, May 14, 2004
    • 4 replies
    • 1.6k views
    • 
    • K-t-F
    • May 14, 2004

47. Keogh DB Plan Termination

    By Mister Met, May 7, 2004
    • 6 replies
    • 2.7k views
    • 
    • mbozek
    • May 7, 2004

48. No 5500 EZ filings

    By MarZDoates, May 6, 2004
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2004

49. Payment of Fee from Excess Assets

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

50. Does the Blackout Notice apply to a terminating plan?

    By katieinny, March 23, 2004
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • March 24, 2004