Plan Terminations

1,074 topics in this forum

1. QDRO - Date of Valuation

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

2. 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

3. 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

4. Terminate and Start a SIMPLE?

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

5. Excise tax upon reversion

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

6. Terminated Money Purchase Plan

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

7. Payment of Termination Expenses

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

8. Plan assets reverted to the employer

   By Elizabeth Matthews, January 24, 2025
   • 5 replies
   • 1.2k views
   • 
   • Jeff Hartmann
   • January 29, 2025

9. DC Termination-Participant deceased

   By Lori H, September 10, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 11, 2008

10. Would Years of Service continue to accrue for vesting purposes in a frozen MPP Plan?

    By Lori H, July 1, 2010
    • 3 replies
    • 1.2k views
    • 
    • Lori H
    • July 1, 2010

11. Simple-IRA Termination Requirements?

    By Guest JBALLARINO, November 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 10, 2002

12. DB Plan Term - Is 66 2/3 % necessary

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 8, 2007

13. Plan was "terminated" years ago, but one participant remained.

    By katieinny, March 10, 2011
    • 1 reply
    • 1.2k views
    • 
    • doombuggy
    • June 2, 2011

14. PBGC Termination Extension

    By Randy Watson, December 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • December 21, 2010

15. Private Annuities

    By Guest Ellen Levy, May 14, 2010
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

16. Partial terminations

    By Guest Salvador A Mander, February 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 2, 2010

17. 1099 question

    By Pension RC, January 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 8, 2014

18. Question 17J on the 5310

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

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

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

20. Plan terminaiton with a mortgage

    By doombuggy, May 16, 2012
    • 0 replies
    • 1.2k views
    • 
    • doombuggy
    • May 16, 2012

21. Are Surplus Assets Ever an Accrued Benefit?

    By Blackbirch, February 4, 2010
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010

22. Contribution req. in year of term?

    By Guest Penny17, July 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2010

23. Physicians Pension Plan could come up short on funding for 2009 due to Medicare Cuts

    By Lori H, June 29, 2010
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 30, 2010

24. Statement of Net Assets on Form 5310

    By lalaland, August 7, 2014
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 7, 2014

25. self-directed brokage account

    By PS, October 3, 2024
    • 2 replies
    • 1.2k views
    • 
    • PS
    • October 4, 2024

26. Forfeitures and deferred sales charges

    By Guest Amy Harle, September 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 18, 2002

27. Updating plans prior to termination.

    By katieinny, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 11, 2002

28. PBGC Termination..or Not?

    By mphs77, October 25, 2012
    • 2 replies
    • 1.2k views
    • 
    • mphs77
    • October 25, 2012

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

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • March 19, 2018

30. Effect of new MAP-21

    By Belgarath, September 25, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 25, 2012

31. severance pay

    By Guest dublinirish, December 15, 2008
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • December 16, 2008

32. Plan Termination Date Revision

    By 401_noob, June 7, 2017
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • June 7, 2017

33. Short Final Year Exception & Asset Sales

    By Appalachian_Trail, September 22, 2025
    • 0 replies
    • 1.2k views
    • 
    • Appalachian_Trail
    • September 22, 2025

34. 403(b) Delayed Plan Termination

    By dangocek, October 25, 2015   

    • 403(b)
    • termination
    • (and 1 more)

      Tagged with:

      • 403(b)
      • termination
      • 5500
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • October 26, 2015

35. Employer and deductibility issue

    By dmb, December 29, 2004
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • December 29, 2004

36. paid out terminated plan, then old accounts found

    By Guest APSTLC, October 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2010

37. Secure Act amendment for terminating CB plan

    By D.J. Simonetti, March 30, 2023
    • 7 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • March 31, 2023

38. Distributions

    By Guest Paula G, October 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 4, 2010

39. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 0 replies
    • 1.2k views
    • 
    • DP
    • May 27, 2008

40. notifying PBGC

    By erisageek1978, May 14, 2024
    • 3 replies
    • 1.2k views
    • 
    • Tom Veal
    • May 16, 2024

41. 2021 Termination, assets keep coming back

    By Basically, July 20, 2022
    • 5 replies
    • 1.2k views
    • 
    • Ebplans
    • July 21, 2022

42. DB plan annuity costs

    By ombskid, February 25, 2013
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 25, 2013

43. PBGC audit briefly resurrects plan

    By SheilaD, April 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2012

44. Terminated Plan are 1099's Required

    By DPSRich, January 25, 2025
    • 9 replies
    • 1.2k views
    • 
    • TheBoxMan
    • February 7, 2025

45. Plan terminating, but wife has gone awol

    By kwalified, December 10, 2015
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • December 11, 2015

46. NOIT - 60 days

    By ndj2377, June 2, 2017
    • 2 replies
    • 1.2k views
    • 
    • ndj2377
    • June 2, 2017

47. Odd qt?

    By Guest mab, January 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 18, 2003

48. Partial Termination (yet again)

    By jkharvey, March 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 2, 2010

49. Terminating ERISA Trust and Moving Assets

    By holdco, January 14, 2015
    • 0 replies
    • 1.2k views
    • 
    • holdco
    • January 14, 2015

50. Bankruptcy & plan termination

    By Guest mbv, March 26, 2010
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 26, 2010