Plan Terminations

1,040 topics in this forum

1. Profit Sharing termination

   By rfahey, December 5, 2012
   • 0 replies
   • 1.2k views
   • 
   • rfahey
   • December 5, 2012

2. Missing participants for whom automatic rollovers were done

   By Pension RC, November 29, 2012
   • 2 replies
   • 1.8k views
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   • Mike Preston
   • November 30, 2012

3. soon to be orphan plan

   By Santo Gold, October 26, 2012
   • 3 replies
   • 1.4k views
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   • david rigby
   • October 29, 2012

4. PBGC Termination..or Not?

   By mphs77, October 25, 2012
   • 2 replies
   • 1.1k views
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   • mphs77
   • October 25, 2012

5. Plan Termination-Ongoing Duty?

   By Randy Watson, October 22, 2012
   • 4 replies
   • 1.3k views
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   • david rigby
   • October 23, 2012

6. Settlement Fees Received after Plan Termination -HELP

   By Guest jvgatty, May 28, 2010
   • 12 replies
   • 4.6k views
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   • PensionPro
   • October 2, 2012

7. Cash Balance Termination

   By Lou S., September 24, 2012
   • 4 replies
   • 1.5k views
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   • Lou S.
   • September 25, 2012

8. Effect of new MAP-21

   By Belgarath, September 25, 2012
   • 2 replies
   • 1.1k views
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   • Belgarath
   • September 25, 2012

9. DB plan term optional forms

   By ombskid, September 24, 2012
   • 1 reply
   • 1.1k views
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   • Effen
   • September 25, 2012

10. Majority Owner Waiver

    By Randy Watson, September 22, 2010
    • 17 replies
    • 5.4k views
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    • Eric Taylor
    • September 11, 2012

11. Partial Plan Termination

    By Nassau, September 7, 2012
    • 2 replies
    • 1.8k views
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    • Kevin C
    • September 7, 2012

12. termination of plan and multiple distribution events

    By Guest kco7, August 31, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 31, 2012

13. force out distributions with QJSA provisions

    By K2retire, August 28, 2012
    • 5 replies
    • 1.9k views
    • 
    • Belgarath
    • August 29, 2012

14. Form 5310 Question

    By Eric Taylor, August 20, 2012
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20, 2012

15. lost/missing participant

    By Chippy, August 1, 2012
    • 3 replies
    • 1.5k views
    • 
    • Hojo
    • August 9, 2012

16. Defined benefit plan termination

    By Belgarath, June 26, 2012
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • July 3, 2012

17. Uncashed checks returned to employee account in terminated plan

    By Guest carolg, June 20, 2012
    • 5 replies
    • 2.3k views
    • 
    • 00hskrgrl
    • June 22, 2012

18. Submitting a terminated plan to the IRS (Form 5310)

    By John Feldt ERPA CPC QPA, June 5, 2012
    • 5 replies
    • 4.7k views
    • 
    • Mike Preston
    • June 14, 2012

19. 1099-R for an annuity?

    By JButtrick, June 6, 2012
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • June 11, 2012

20. contributions after termination

    By Scuba 401, May 31, 2012
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 1, 2012

21. Where does it say LOD is voluntary

    By ombskid, May 21, 2012
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • May 21, 2012

22. Plan terminaiton with a mortgage

    By doombuggy, May 16, 2012
    • 0 replies
    • 1k views
    • 
    • doombuggy
    • May 16, 2012

23. Uncashed checks post-plan termination

    By Guest KennyH, May 15, 2012
    • 4 replies
    • 2.4k views
    • 
    • mbozek
    • May 15, 2012

24. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 11, 2012

25. Is going out of business a "substantial business hardship"

    By AlbanyConsultant, April 27, 2012
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • May 3, 2012