Plan Terminations

1,069 topics in this forum

1. Forfeited checks

   By PS, November 15, 2022
   • 6 replies
   • 1.3k views
   • 
   • PS
   • November 16, 2022

2. Underfunded Abandoned Pension Plan

   By Saiai, February 26, 2018   

   • pension
   • defined benefit
   • (and 2 more)

     Tagged with:

     • pension
     • defined benefit
     • terminate
     • underfunded
   • 8 replies
   • 1.3k views
   • 
   • Luke Bailey
   • February 28, 2018

3. vesting for terminated participant

   By Tom, August 9, 2018
   • 4 replies
   • 1.3k views
   • 
   • Tom
   • August 13, 2018

4. DB Termination, No Participants, No Assets

   By Guest bobolink, March 4, 2011
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • April 3, 2011

5. Forfeitures in a Terminated MP Plan

   By MarZDoates, June 18, 2002
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • June 18, 2002

6. Partial plan termination - employees fired for dishonesty

   By rblum50, July 18, 2018
   • 12 replies
   • 1.3k views
   • 
   • CJ Allen
   • July 19, 2018

7. Participants reappear after plan termination

   By Carol V. Calhoun, May 25, 2017
   • 7 replies
   • 1.3k views
   • 
   • waid10
   • December 19, 2017

8. Profit Sharing termination

   By rfahey, December 5, 2012
   • 0 replies
   • 1.3k views
   • 
   • rfahey
   • December 5, 2012

9. Missing document

   By Dougsbpc, August 19, 2002
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • August 19, 2002

10. Change address on 5500

    By Lou81, August 1, 2024
    • 2 replies
    • 1.3k views
    • 
    • Lou81
    • August 2, 2024

11. plan termination dates

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

12. PBGC - Missing Participant - attach B

    By Guest JBY, November 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 19, 2010

13. Form 5310

    By jpod, July 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • smm
    • July 30, 2002

14. Money Purchase Pension Plan merger final Form 5500

    By Guest tcunagin, November 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • November 21, 2002

15. 5500 due date after plan termination

    By Dougsbpc, September 26, 2024
    • 2 replies
    • 1.3k views
    • 
    • ugueth
    • September 30, 2024

16. Volume Submitter Plan Termination

    By Ananda, November 11, 2021
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 16, 2021

17. Plan Terminated, Insurance Policy not distributed

    By Guest EBGEEK, January 4, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 2003

18. Safe Harbor PS 401k Termination

    By DP, August 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • DP
    • August 4, 2003

19. Payment of FIT withholding, business no longer exists

    By CLE401kGuy, November 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 11, 2011

20. Plan Termination

    By PS, January 11, 2024
    • 5 replies
    • 1.3k views
    • 
    • TheBoxMan
    • January 25, 2024

21. Plan Termination - Post PPA restatement - DC plan

    By Lou S., February 26, 2016
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • February 26, 2016

22. Terminating a small calendar year plan for 2014 when assets were not fully liquidated until 2015

    By Lori H, January 23, 2015
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • January 23, 2015

23. must the plan trustee sign?

    By K2retire, October 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 20, 2011

24. profit sharing plan termination with leftover funds

    By thepensionmaven, May 12, 2023
    • 9 replies
    • 1.2k views
    • 
    • Bird
    • May 17, 2023

25. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 25, 2012

26. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.2k views
    • 
    • PS
    • January 16, 2019

27. Auto rollover on plan terminations

    By Guest Do, February 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2005

28. Timing of Benefit Obligation Transfer

    By Guest ak, January 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 18, 2007

29. Is the Plan Terminated?

    By Basically, April 14, 2023
    • 13 replies
    • 1.2k views
    • 
    • Ken Marblestone
    • April 17, 2023

30. Help with QDRO

    By Guest De26, December 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 9, 2010

31. small plan termination. taxes not withheld

    By Lori H, October 26, 2016
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • October 26, 2016

32. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.2k views
    • 
    • JustnERPA
    • April 16, 2019

33. PBGC Assumption of Plan

    By Guest Tad77, May 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2009

34. Final 5500-EZ for MP after merger?

    By Guest RONNIE WASEL, September 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • September 23, 2002

35. How Much Time Does Employer Have To Distribute Funds After Employee Requests Funds

    By Guest curtis1007, June 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • June 9, 2010

36. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 2, 2024

37. termination of plan and multiple distribution events

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

38. cross tax correction

    By PS, April 24, 2024
    • 10 replies
    • 1.2k views
    • 
    • justanotheradmin
    • April 25, 2024

39. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 1.2k views
    • 
    • PS
    • March 23, 2022

40. Amendment after termination date

    By imchipbrown, January 20, 2021
    • 2 replies
    • 1.2k views
    • 
    • imchipbrown
    • January 20, 2021

41. Recent IRS response time on Form 5310s?

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

42. Withdrawal of 403 (b) plan of limbo employee status.

    By Guest HARDship, October 23, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2001

43. Terminated Money Purchase Plan

    By Guest Golden Girl, June 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • June 11, 2013

44. Decision Not To Request IRS Determination Letter

    By Andy the Actuary, August 25, 2014
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • August 26, 2014

45. Payment of Termination Expenses

    By chris, October 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • October 7, 2003

46. QDRO - Date of Valuation

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

47. Termination or Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

48. Terminate and Start a SIMPLE?

    By pcbenefits007, January 16, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • January 16, 2014

49. Insurance in terminating MPP plan

    By kwalified, August 2, 2016
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 3, 2016

50. Excise tax upon reversion

    By Guest Quacka, June 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 20, 2011