Plan Terminations

1,074 topics in this forum

1. QRP Conversion

   By Guest Mona, June 28, 2002
   • 1 reply
   • 1.7k views
   • 
   • jpod
   • June 28, 2002

2. Determination Letter Application

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

3. DOL Interpretive Bulletin 95-1

   By david rigby, February 23, 2024
   • 1 reply
   • 586 views
   • 
   • Peter Gulia
   • February 23, 2024

4. terminating underfunded MP plan

   By Santo Gold, January 26, 2006
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 30, 2006

5. Deferred Retirement Option Plan ("DROP")

   By Felicia, January 26, 2001
   • 1 reply
   • 1.6k views
   • 
   • Felicia
   • January 26, 2001

6. Plan Termination Notice

   By Dazednconfused, November 11, 2010
   • 1 reply
   • 2.4k views
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   • Lou S.
   • November 11, 2010

7. Plan Termination - The Final Valuation

   By Guest mingblue, January 8, 2007
   • 1 reply
   • 1.9k views
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   • david rigby
   • February 15, 2007

8. Plan termination due to death of owner

   By Guest lindamichals, September 14, 2011
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • September 15, 2011

9. Missing Participant

   By Randy Watson, January 24, 2008
   • 1 reply
   • 2.1k views
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   • Guest
   • February 15, 2008

10. 5310 & VCP

    By Guest JM123, July 21, 2008
    • 1 reply
    • 1.7k views
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    • Guest
    • July 21, 2008

11. Payment of Fee from Excess Assets

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

12. Termination or merger of acquired subsidiary plans

    By Guest TCP, September 18, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 19, 2006

13. Early retirement eligibility requirements upon plan termination

    By Guest meggie, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 26, 2001

14. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 864 views
    • 
    • Madison71
    • April 5, 2018

15. Early termination// DB plan

    By Guest psk, July 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • July 26, 2006

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

    By Guest anne1, December 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • December 28, 2005

17. Plan Audits on termination

    By erisageek1978, August 28, 2024
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 28, 2024

18. PEP Plan Termination

    By mlp0816, September 29, 2022
    • 1 reply
    • 712 views
    • 
    • Luke Bailey
    • October 4, 2022

19. Termination after stock acquisition

    By Guest djn, August 22, 2007
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 24, 2007

20. 5310-A filing for Spinoff and Transfer

    By Guest bobolink, September 17, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • September 20, 2008

21. IRS Location Program - Last Known Addresses Needed?

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

22. Proposed DOL Abandoned Plan Regulations

    By Guest Thornton, May 14, 2013
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • May 15, 2013

23. After-tax Contributions in a DB plan termination

    By Guest Jhagan, February 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 16, 2001

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

    By Guest AndyL, April 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • April 23, 2001

25. Filing for Determination on a DB plan

    By Lori H, June 2, 2011
    • 1 reply
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 3, 2011

26. GUST amendments for terminated plans

    By maverick, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • November 20, 2001

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

    By Guest Pat Metallic, September 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 29, 2000

28. Benefit Distributions

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

29. Plan terminating without plan attorney

    By TPApril, December 8, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 8, 2012

30. SIMPLE

    By PS, July 26, 2022
    • 1 reply
    • 593 views
    • 
    • Belgarath
    • July 26, 2022

31. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B, June 27, 2024
    • 1 reply
    • 836 views
    • 
    • Luke Bailey
    • July 12, 2024

32. Terminated Plan - Participant won't respond

    By DP, November 3, 2005
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • November 3, 2005

33. Need advice to terminate VEBA plan for small employer

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

34. Distributions prior to distress termination

    By dmb, December 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 29, 2005

35. Transferring assets of a terminated plan to another plan

    By Richard Anderson, January 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 10, 2001

36. DOL Audit and Plan Termination

    By Guest BPension, March 10, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • March 10, 2009

37. 1099 question

    By Pension RC, January 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 8, 2014

38. PBGC plan termination

    By Guest Ron Sevcik, January 13, 2010
    • 1 reply
    • 1.7k views
    • 
    • Dougsbpc
    • January 15, 2010

39. DB plan annuity costs

    By ombskid, February 25, 2013
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 25, 2013

40. Death of the MPPP?

    By Guest bdb, June 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • June 29, 2001

41. HCE Determination - M&A

    By Guest Mark Draa, October 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 18, 2001

42. plan termination dates

    By Guest terid, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 13, 2002

43. SB for Terminating Plan

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

44. When are benefits paid?

    By richard, May 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Dan
    • May 27, 1999

45. Active receiving benefit

    By Pension RC, February 20, 2017
    • 1 reply
    • 852 views
    • 
    • david rigby
    • February 20, 2017

46. Mandatory Rollover from Terminating DB to DC Plan

    By Guest Grumpy456, May 24, 2007
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • May 24, 2007

47. PBGC Guarantees

    By PJ2009, April 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • PJ2009
    • May 7, 2009

48. PBGC takeover and maximum benefit

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

49. Illiquid Assets

    By Randy Watson, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

50. Plan Termination - How to amend for "GUST" prior to availabi

    By SMB, November 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • November 4, 2000