Plan Terminations

1,070 topics in this forum

1. PS plan terminated; can its funds be transferred to same employer's DB plan without distribution election forms?

   By dmb, September 24, 2003
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • September 25, 2003

2. PS Plan treatment when company is sold

   By Guest passmf, January 28, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 28, 2000

3. ps plan: freeze or terminate?

   By Lori H, October 18, 2005
   • 3 replies
   • 2k views
   • 
   • mbozek
   • October 19, 2005

4. PS Termination

   By Guest boston431, January 15, 2004
   • 7 replies
   • 1.7k views
   • 
   • david rigby
   • January 22, 2004

5. PSP Sole participant deceased

   By Lori H, September 1, 2010
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • September 2, 2010

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

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

7. Puerto Rico Plan Termination

   By PS, May 24, 2023
   • 3 replies
   • 1.5k views
   • 
   • PS
   • July 19, 2024

8. Purchase or distribution of annuity to annuitant/participant in Plan Termination

   By Dalai Pookah, December 2, 2022
   • 0 replies
   • 526 views
   • 
   • Dalai Pookah
   • December 2, 2022

9. QDRO - Date of Valuation

   By PS, April 23, 2020
   • 3 replies
   • 1.2k views
   • 
   • PS
   • June 15, 2020

10. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH, November 10, 2021
    • 1 reply
    • 579 views
    • 
    • CuseFan
    • November 10, 2021

11. QJSA Waiver

    By Guest Barney Byrd, June 23, 1999
    • 2 replies
    • 3k views
    • 
    • david rigby
    • June 24, 1999

12. QPLO

    By PS, July 28, 2021
    • 0 replies
    • 275 views
    • 
    • PS
    • July 28, 2021

13. QRP Conversion

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

14. QTA Needed for Abandoned Plan

    By Flyboyjohn, June 16, 2016
    • 5 replies
    • 2.2k views
    • 
    • Kevin C
    • June 20, 2016

15. Qualified Replacement Plan

    By bvhea, August 4, 2009
    • 2 replies
    • 2.9k views
    • 
    • bvhea
    • August 4, 2009

16. Qualified Replacement Plan

    By Lou S., May 13, 2014
    • 2 replies
    • 2.3k views
    • 
    • Lou S.
    • May 13, 2014

17. Qualified Replacement Plan More Than One

    By Ananda, November 18, 2021
    • 0 replies
    • 406 views
    • 
    • Ananda
    • November 18, 2021

18. Qualified Replacement Plan, overfunded DB plan

    By John Feldt ERPA CPC QPA, April 19, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 20, 2007

19. Question 17J on the 5310

    By Belgarath, June 19, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 27, 2003

20. Question of Post-Distribution Certification

    By Pension RC, October 23, 2015
    • 1 reply
    • 964 views
    • 
    • My 2 cents
    • October 23, 2015

21. Re-allocation

    By PS, July 28, 2022
    • 5 replies
    • 927 views
    • 
    • Lou S.
    • August 1, 2022

22. Reallocating excess assets in DB plan on termination

    By Dennis Povloski, May 16, 2007
    • 2 replies
    • 2.7k views
    • 
    • Dennis Povloski
    • May 16, 2007

23. Recent IRS response time on Form 5310s?

    By kmhaab, January 11, 2023
    • 3 replies
    • 1.2k views
    • 
    • RayRay
    • January 24, 2023

24. Recourse for PBGC denial of application

    By Guest Rags, October 12, 2009
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 13, 2009

25. Reduction in ben. formula result in partial plan termination for DC p

    By John A, March 1, 2000
    • 2 replies
    • 1.8k views
    • 
    • Wessex
    • March 20, 2000

26. Refund From Annuity Provider

    By Guest merlin, July 26, 2006
    • 13 replies
    • 4.3k views
    • 
    • Guest
    • August 1, 2006

27. Refund of fees reactivates plan over a year later?

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • March 19, 2018

28. Rehiring employee after plan termination

    By erisageek1978, August 15, 2024
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 16, 2024

29. Replace PS Plan with SEP-IRA

    By Guest kmurp, May 6, 2008
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • May 13, 2008

30. Replacement/successor plans

    By pbarrett, May 27, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • May 27, 1999

31. Reportable Event After Plan Termination Date

    By JJRetirement, December 31, 2013
    • 2 replies
    • 1.4k views
    • 
    • JJRetirement
    • August 24, 2015

32. Reporting Asset Reversion

    By Guest ak, July 18, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • July 18, 2006

33. Request for LOD on Plan Termination

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

34. Required amendments for terminating plans

    By britoski, March 15, 2010
    • 0 replies
    • 4.2k views
    • 
    • britoski
    • March 15, 2010

35. Required Full Vesting

    By Hoard1, August 11, 1999
    • 5 replies
    • 2k views
    • 
    • chris
    • August 24, 1999

36. Required plan amendments acceleration when you terminate a plan

    By Guest Enda80, July 5, 2008
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • July 26, 2008

37. Resolution versus amendment anticutback

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

38. Restatement and Termination

    By John Feldt ERPA CPC QPA, January 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 6, 2010

39. Retroactive Plan Term Eff Date and Current Salary Deferred Contributions

    By Tinman, April 11, 2007
    • 5 replies
    • 2.1k views
    • 
    • Tinman
    • April 12, 2007

40. Retroactive Plan Termination

    By Below Ground, October 6, 2023
    • 11 replies
    • 2.6k views
    • 
    • Below Ground
    • October 18, 2023

41. Retroactive plan termination amendment

    By John A, October 20, 1999
    • 3 replies
    • 3.3k views
    • 
    • PensionPro
    • April 25, 2016

42. Retroactive PS Plan Termination date?

    By mschwechter, March 21, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2006

43. Return of excess correction

    By PS, July 7
    • 2 replies
    • 603 views
    • 
    • PS
    • July 8

44. Rev. Rul. 2003-85

    By Guest MLT323, August 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2003

45. Revenue Sharing/credit

    By PS, June 15, 2020
    • 0 replies
    • 443 views
    • 
    • PS
    • June 15, 2020

46. Reversion - Termination before 1986

    By Guest cphs, September 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • October 1, 2004

47. Reversion and UBIT

    By Guest LBBarr, June 15, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 1999

48. Reversion of Excess Assets

    By Guest ccl, December 19, 2008
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • December 21, 2008

49. RMD

    By PS, April 4, 2024
    • 1 reply
    • 655 views
    • 
    • CuseFan
    • April 5, 2024

50. RMD

    By PS, June 17, 2021
    • 2 replies
    • 1.1k views
    • 
    • PS
    • June 17, 2021