Plan Terminations

1,069 topics in this forum

1. DB Plan Termination - PBGC Plan for Owners?

   By Dougsbpc, November 1, 2003
   • 16 replies
   • 4.1k views
   • 
   • Mike Preston
   • November 5, 2003

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

   By Alf, October 31, 2003
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • October 31, 2003

3. CLIENT INSISTS ON 5310assets are distributed

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

4. Payment of Termination Expenses

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

5. PBGC action in lieu of termination

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

6. 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

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

   By Guest pensionadmin, September 25, 2003
   • 5 replies
   • 3.1k views
   • 
   • KJohnson
   • September 26, 2003

8. 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

9. Earnings reversion to ER

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

10. 401k Plan Termination

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

11. Prorated Benefit Accruals in Plan Terminations

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

12. Summary Annual Report

    By DTH, August 20, 2003
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • August 21, 2003

13. Rev. Rul. 2003-85

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

14. Safe Harbor PS 401k Termination

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

15. Distress termination

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

16. Underfunded Plan Valuation

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

17. Paying account for terminated plan

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

18. Distribution amounts on termed plan

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

19. term and payout from deferred compensation plan

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

20. Question 17J on the 5310

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

21. MPP PSP Merger / 5500

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

22. Frozen plan to be terminated

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

23. DC plan termination

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

24. Plan Termination/Merger

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

25. Early Plan Termination

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

26. Bankruptcy Plan Termination

    By Guest dyoder, May 29, 2003
    • 8 replies
    • 2.8k views
    • 
    • mbozek
    • May 30, 2003

27. Form 5310

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

28. trustee to trustee transfer

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

29. Partial Termination

    By Christine Roberts, April 15, 2003
    • 12 replies
    • 4.8k views
    • 
    • Belgarath
    • September 25, 2006

30. Terminating a Target Benefit Plan

    By Guest Thornton, March 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • April 14, 2003

31. Information on terminating 401K?

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

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

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

33. Plan Termination Distributions

    By Guest dmitchell, February 20, 2003
    • 6 replies
    • 2.6k views
    • 
    • GBurns
    • January 14, 2005

34. welfare plan lost tax exempt status

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

35. GUST/EGTRRA Amendments for Terminated Plan

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

36. Merging of Plan Sources

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

37. Odd qt?

    By Guest mab, January 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 18, 2003

38. Filing 5310

    By Guest R. Daestrom, January 13, 2003
    • 4 replies
    • 1.8k views
    • 
    • jpod
    • January 14, 2003

39. Help! information needed on survivor benefit

    By Guest P Duggan, January 13, 2003
    • 1 reply
    • 902 views
    • 
    • Guest
    • January 13, 2003

40. IRS Requesting EGTRRA Amendment for Terminated Plan

    By chris, January 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • chris
    • January 8, 2003

41. Plan Terminated, Insurance Policy not distributed

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

42. PEO and Plan Termination

    By Guest kgsingletary, December 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • Ron Snyder
    • December 23, 2002

43. Form 5310

    By Guest ladycpa, December 10, 2002
    • 9 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • December 12, 2002

44. DC Plan Termination Procedures

    By Guest Kathleen Toth, December 6, 2002
    • 10 replies
    • 3k views
    • 
    • RCK
    • December 17, 2002

45. MP & PSP Plan Mergers - Optional Forms of Benefit

    By Guest Laura12345, November 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 25, 2002

46. Form 5310

    By Guest ladycpa, November 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2002

47. GUST restatement upon final distr of assets??

    By dmb, November 21, 2002
    • 1 reply
    • 1k views
    • 
    • Appleby
    • November 21, 2002

48. 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

49. 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

50. Distributing assets prior to Determination Letter

    By Guest HHR, November 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 25, 2002