Plan Terminations

1,075 topics in this forum

1. QDRO - Date of Valuation

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

2. Terminate and Start a SIMPLE?

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

3. Insurance in terminating MPP plan

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

4. 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

5. 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

6. Excise tax upon reversion

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

7. Terminated Money Purchase Plan

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

8. Payment of Termination Expenses

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

9. 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

10. DC Termination-Participant deceased

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

11. Terminated Plan are 1099's Required

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

12. Simple-IRA Termination Requirements?

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

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

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

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

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

15. PBGC Termination Extension

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

16. 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

17. Private Annuities

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

18. Partial terminations

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

19. self-directed brokage account

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

20. 2021 Termination, assets keep coming back

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

21. 1099 question

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

22. Question 17J on the 5310

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

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

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

24. Are Surplus Assets Ever an Accrued Benefit?

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

25. 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

26. 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

27. Plan terminaiton with a mortgage

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

28. NOIT - 60 days

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

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. 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

31. PBGC Termination..or Not?

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

32. paid out terminated plan, then old accounts found

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

33. Short Final Year Exception & Asset Sales

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

34. notifying PBGC

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

35. Updating plans prior to termination.

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

36. Forfeitures and deferred sales charges

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

37. Effect of new MAP-21

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

38. severance pay

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

39. Plan Termination Date Revision

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

40. 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

41. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • March 23, 2018

42. Money Purchase Plan termination where assets are with TIAA in individual annuities

    By Belgarath, December 3, 2024
    • 13 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • December 13, 2024

43. Plan terminating, but wife has gone awol

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

44. Distributions

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

45. Employer and deductibility issue

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

46. DB plan annuity costs

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

47. Missing participant with fake Social Security Number

    By pixiebear, October 23, 2025
    • 12 replies
    • 1.2k views
    • 
    • FormsRstillmylife
    • October 27, 2025

48. Unfunded 3% Safe Harbor

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

49. RMD

    By PS, June 17, 2021
    • 2 replies
    • 1.2k views
    • 
    • PS
    • June 17, 2021

50. PBGC audit briefly resurrects plan

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