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Plan Terminations

1,075 topics in this forum

  1. Unlocated Participants

    By Guest Emiliano,
    • 1 reply
    • 1.7k views

  2. QRP Conversion

    By Guest Mona,
    • 1 reply
    • 1.7k views

  3. Determination Letter Application

    By Guest MJ1,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  4. DOL Interpretive Bulletin 95-1

    By david rigby,
    • 1 reply
    • 605 views

  5. terminating underfunded MP plan

    By Santo Gold,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  6. Deferred Retirement Option Plan ("DROP")

    By Felicia,
    • 1 reply
    • 1.6k views

  7. Plan Termination Notice

    By Dazednconfused,
    • 1 reply
    • 2.4k views

  8. Plan Termination - The Final Valuation

    By Guest mingblue,
    • 1 reply
    • 1.9k views

  9. Plan termination due to death of owner

    By Guest lindamichals,
    • 1 reply
    • 1.4k views

  10. Missing Participant

    By Randy Watson,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  11. 5310 & VCP

    By Guest JM123,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  12. Payment of Fee from Excess Assets

    By Guest merlin,
    • 1 reply
    • 1.3k views

  13. Termination or merger of acquired subsidiary plans

    By Guest TCP,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  14. Early retirement eligibility requirements upon plan termination

    By Guest meggie,
    • 1 reply
    • 1.7k views

  15. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro,
    • 1 reply
    • 878 views

  16. Early termination// DB plan

    By Guest psk,
    • 1 reply
    • 1.8k views

  17. paying out amounts greater than $ 1000 in terminated plan

    By Guest anne1,
    • 1 reply
    • 1.8k views

  18. Plan Audits on termination

    By erisageek1978,
    • 1 reply
    • 1k views

  19. PEP Plan Termination

    By mlp0816,
    • 1 reply
    • 730 views

  20. Termination after stock acquisition

    By Guest djn,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  21. 5310-A filing for Spinoff and Transfer

    By Guest bobolink,
    • 1 reply
    • 2.6k views

  22. IRS Location Program - Last Known Addresses Needed?

    By Leopurrd,
    • 1 reply
    • 2.5k views

  23. Proposed DOL Abandoned Plan Regulations

    By Guest Thornton,
    • 1 reply
    • 1.8k views

  24. After-tax Contributions in a DB plan termination

    By Guest Jhagan,
    • 1 reply
    • 1.5k views

  25. MP Plan terminated 1/99; IRS termination approval 11/99; notice of IRS

    By Guest AndyL,
    • 1 reply
    • 1.5k views
    • Alf
    • Alf

  26. Filing for Determination on a DB plan

    By Lori H,
    • 1 reply
    • 2.1k views

  27. GUST amendments for terminated plans

    By maverick,
    • 1 reply
    • 1.6k views

  28. How to help participants avoid taxation of outstanding loan balances u

    By Guest Pat Metallic,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  29. Benefit Distributions

    By Guest dlogan6331,
    • 1 reply
    • 1.4k views

  30. Plan terminating without plan attorney

    By TPApril,
    • 1 reply
    • 1.1k views

  31. SIMPLE

    By PS,
    • 1 reply
    • 598 views

  32. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B,
    • 1 reply
    • 864 views

  33. Terminated Plan - Participant won't respond

    By DP,
    • 1 reply
    • 2.1k views

  34. Need advice to terminate VEBA plan for small employer

    By Guest fplearner2005,
    • 1 reply
    • 1.3k views

  35. Distributions prior to distress termination

    By dmb,
    • 1 reply
    • 1.5k views

  36. Transferring assets of a terminated plan to another plan

    By Richard Anderson,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  37. DOL Audit and Plan Termination

    By Guest BPension,
    • 1 reply
    • 1.8k views

  38. 1099 question

    By Pension RC,
    • 1 reply
    • 1.2k views

  39. PBGC plan termination

    By Guest Ron Sevcik,
    • 1 reply
    • 1.7k views

  40. DB plan annuity costs

    By ombskid,
    • 1 reply
    • 1.2k views

  41. Death of the MPPP?

    By Guest bdb,
    • 1 reply
    • 1.5k views

  42. HCE Determination - M&A

    By Guest Mark Draa,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  43. plan termination dates

    By Guest terid,
    • 1 reply
    • 1.3k views

  44. SB for Terminating Plan

    By Pension RC,
    • 1 reply
    • 1.4k views

  45. When are benefits paid?

    By richard,
    • 1 reply
    • 2.2k views

  46. Active receiving benefit

    By Pension RC,
    • 1 reply
    • 859 views

  47. Mandatory Rollover from Terminating DB to DC Plan

    By Guest Grumpy456,
    • 1 reply
    • 2.2k views

  48. PBGC Guarantees

    By PJ2009,
    • 1 reply
    • 1.1k views

  49. PBGC takeover and maximum benefit

    By Guest BruceCM,
    • 1 reply
    • 1.4k views

  50. Illiquid Assets

    By Randy Watson,
    • 1 reply
    • 1.5k views
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