Plan Terminations

1,074 topics in this forum

1. Plan Termination

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

2. Missing Participants with no Social Security #s

   By Guest maddie7, February 5, 2016
   • 3 replies
   • 1.3k views
   • 
   • K2retire
   • May 6, 2016

3. Unexpected excess assets from plan term

   By Medusa, March 21, 2001
   • 0 replies
   • 1.3k views
   • 
   • Medusa
   • March 21, 2001

4. Plan Termination & Late 5500

   By jpdrews, January 9, 2015
   • 2 replies
   • 1.3k views
   • 
   • jpdrews
   • January 9, 2015

5. termination IRS Requires 60-day Notice for Terminations?

   By WantsToLearn, May 17, 2023   

   • profit sharing plan
   • required notices
   • (and 1 more)

     Tagged with:

     • profit sharing plan
     • required notices
     • irs
   • 4 replies
   • 1.3k views
   • 
   • Lou S.
   • May 18, 2023

6. Payment of Fee from Excess Assets

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

7. 412(e) Plan

   By jkdoll2, December 4, 2008
   • 0 replies
   • 1.3k views
   • 
   • jkdoll2
   • December 4, 2008

8. Is the Plan Terminated?

   By Basically, April 14, 2023
   • 13 replies
   • 1.3k views
   • 
   • Ken Marblestone
   • April 17, 2023

9. Amendment to Look-back Month

   By Pension RC, December 17, 2013
   • 1 reply
   • 1.3k views
   • 
   • My 2 cents
   • December 18, 2013

10. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.3k views
    • 
    • PS
    • January 16, 2019

11. Plan termination, and Summary of Material Modifications

    By Belgarath, February 2, 2024
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 2, 2024

12. vesting for terminated participant

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

13. Plan Rollover vs. Plan Termination

    By Luis Miguel, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 12, 2002

14. Plan Termination - Post PPA restatement - DC plan

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

15. Request for LOD on Plan Termination

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

16. Sole proprietor incorporates - does this mean plan must terminate?

    By Guest amfam2, April 23, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 23, 2002

17. Missing document

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

18. Volume Submitter Plan Termination

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

19. Forfeitures in a Terminated MP Plan

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

20. DB Termination, No Participants, No Assets

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

21. PBGC - Missing Participant - attach B

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

22. Profit Sharing termination

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

23. Form 5310

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

24. Payment of FIT withholding, business no longer exists

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

25. Recent IRS response time on Form 5310s?

    By kmhaab, January 11, 2023
    • 3 replies
    • 1.3k views
    • 
    • RayRay
    • January 24, 2023

26. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • JustnERPA
    • April 16, 2019

27. 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

28. plan termination dates

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

29. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 1.3k views
    • 
    • PS
    • March 23, 2022

30. lump sum payouts after bankruptcy filing

    By erisageek1978, October 15, 2024
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • November 26, 2024

31. Plan Terminated, Insurance Policy not distributed

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

32. Safe Harbor PS 401k Termination

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

33. Pension Plan Termination

    By rtheis, September 23, 2024
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • September 25, 2024

34. 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

35. must the plan trustee sign?

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

36. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • September 25, 2012

37. True up contribution

    By PS, August 8, 2025
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • August 8, 2025

38. termination of plan and multiple distribution events

    By Guest kco7, August 31, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 31, 2012

39. Timing of Benefit Obligation Transfer

    By Guest ak, January 18, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 18, 2007

40. small plan termination. taxes not withheld

    By Lori H, October 26, 2016
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • October 26, 2016

41. Auto rollover on plan terminations

    By Guest Do, February 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2005

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

    By Guest HARDship, October 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 23, 2001

43. Help with QDRO

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

44. Rehiring employee after plan termination

    By erisageek1978, August 15, 2024
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 16, 2024

45. 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

46. Final 5500-EZ for MP after merger?

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

47. PBGC Assumption of Plan

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

48. Amendment after termination date

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

49. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab, May 31, 2018
    • 3 replies
    • 1.2k views
    • 
    • kmhaab
    • June 5, 2018

50. Insurance in terminating MPP plan

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