Plan Terminations

1,075 topics in this forum

1. Multiple-Employer Plan Situation

   By Guest lvegas, March 1, 2004
   • 17 replies
   • 8.5k views
   • 
   • Guest
   • March 12, 2004

2. Partial Termination?

   By stephen, February 20, 2004
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • February 20, 2004

3. Merger of PS and MP - final 5500 needed?

   By Guest RONNIE WASEL, February 6, 2004
   • 2 replies
   • 1.2k views
   • 
   • WDIK
   • February 6, 2004

4. Pension plan frozen

   By Guest Michigan62, February 4, 2004
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • February 4, 2004

5. hardhip distribution during pending termination

   By k man, January 27, 2004
   • 5 replies
   • 1.6k views
   • 
   • QDROphile
   • February 2, 2004

6. PBGC plan term?

   By dmb, February 2, 2004
   • 4 replies
   • 1.3k views
   • 
   • dmb
   • February 2, 2004

7. PS Termination

   By Guest boston431, January 15, 2004
   • 7 replies
   • 1.8k views
   • 
   • david rigby
   • January 22, 2004

8. Full vesting and investment gains and losses

   By Guest cpp, January 9, 2004
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • January 9, 2004

9. Bankruptcy and 401k plans

   By Guest lindamichals, December 18, 2003
   • 4 replies
   • 1.6k views
   • 
   • mbozek
   • December 19, 2003

10. PBGC standard termination with asset shortfall

    By Guest Judy S, December 12, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2003

11. Freezing/terminating target benefit plan

    By chris, December 11, 2003
    • 0 replies
    • 1.4k views
    • 
    • chris
    • December 11, 2003

12. I wanna be a rock 'n roll star!!!

    By Guest R. Daestrom, November 20, 2002
    • 13 replies
    • 3.6k views
    • 
    • J. Bringhurst
    • November 21, 2003

13. When is Plan Terminated?

    By Archimage, November 19, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • November 20, 2003

14. New to documenting plan terminations

    By Guest chris4013, November 4, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 5, 2003

15. DB Plan Termination - PBGC Plan for Owners?

    By Dougsbpc, November 1, 2003
    • 16 replies
    • 4.2k views
    • 
    • Mike Preston
    • November 5, 2003

16. Amend Plan to provide for transfer of assets to other e/er plan....

    By chris, November 3, 2003
    • 8 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2003

17. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • October 31, 2003

18. CLIENT INSISTS ON 5310assets are distributed

    By Lori H, October 22, 2003
    • 6 replies
    • 1.9k views
    • 
    • Ron Snyder
    • October 24, 2003

19. PBGC action in lieu of termination

    By Guest CURUGBY, October 6, 2003
    • 5 replies
    • 1.6k views
    • 
    • IRC401
    • October 13, 2003

20. Payment of Termination Expenses

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

21. Can employer take action now to terminate money purchase pension plan effective 1/1/03?

    By Guest tws, October 3, 2003
    • 4 replies
    • 1.9k views
    • 
    • chris
    • October 6, 2003

22. How to handle unexpected receipt of demutualization funds; DB plan already terminated

    By Guest pensionadmin, September 25, 2003
    • 5 replies
    • 3.2k views
    • 
    • KJohnson
    • September 26, 2003

23. 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

24. Earnings reversion to ER

    By Guest dukec, September 16, 2003
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • September 16, 2003

25. 401k Plan Termination

    By Guest Noidy, September 16, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2003

26. Prorated Benefit Accruals in Plan Terminations

    By 401 Chaos, August 25, 2003
    • 6 replies
    • 3k views
    • 
    • 401 Chaos
    • August 27, 2003

27. Summary Annual Report

    By DTH, August 20, 2003
    • 3 replies
    • 2k views
    • 
    • MGB
    • August 21, 2003

28. Distress termination

    By Guest JBeck, July 31, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 20, 2003

29. Rev. Rul. 2003-85

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

30. Safe Harbor PS 401k Termination

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

31. Underfunded Plan Valuation

    By Guest Lisa P, July 24, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • July 25, 2003

32. Paying account for terminated plan

    By FJR, July 3, 2003
    • 7 replies
    • 1.7k views
    • 
    • FJR
    • July 9, 2003

33. Question 17J on the 5310

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

34. Distribution amounts on termed plan

    By pbarrett, June 25, 2003
    • 5 replies
    • 1.7k views
    • 
    • RTK
    • June 25, 2003

35. term and payout from deferred compensation plan

    By Guest erisaman, June 24, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • June 24, 2003

36. MPP PSP Merger / 5500

    By Guest ElKH, June 18, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 19, 2003

37. Frozen plan to be terminated

    By chris, June 17, 2003
    • 3 replies
    • 1.4k views
    • 
    • chris
    • June 18, 2003

38. DC plan termination

    By Guest cpamichael, June 9, 2003
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • June 13, 2003

39. Plan Termination/Merger

    By Guest mjr, June 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 4, 2003

40. Early Plan Termination

    By Guest mjr, June 1, 2003
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • June 4, 2003

41. Bankruptcy Plan Termination

    By Guest dyoder, May 29, 2003
    • 8 replies
    • 2.9k views
    • 
    • mbozek
    • May 30, 2003

42. Form 5310

    By Belgarath, May 21, 2003
    • 5 replies
    • 1.7k views
    • 
    • BFree
    • May 21, 2003

43. trustee to trustee transfer

    By Guest sue1jeff, April 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 22, 2003

44. Plan Termination

    By Guest Sunny, November 8, 2002
    • 10 replies
    • 6.8k views
    • 
    • KJohnson
    • April 18, 2003

45. Terminating a Target Benefit Plan

    By Guest Thornton, March 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 14, 2003

46. Top-Heavy "add backs" in the case of plan termination.

    By KJohnson, March 12, 2003
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • March 27, 2003

47. Information on terminating 401K?

    By Guest RONNIE WASEL, March 25, 2003
    • 0 replies
    • 961 views
    • 
    • Guest
    • March 25, 2003

48. welfare plan lost tax exempt status

    By Guest JD698, February 19, 2003
    • 1 reply
    • 977 views
    • 
    • mbozek
    • February 19, 2003

49. GUST/EGTRRA Amendments for Terminated Plan

    By Guest enelson, January 29, 2003
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 29, 2003

50. Merging of Plan Sources

    By Guest KFLETT, January 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • mbozek
    • January 20, 2003