Plan Terminations

1,069 topics in this forum

1. Pension Plan Termination

   By rtheis, September 23, 2024
   • 2 replies
   • 1.2k views
   • 
   • Lou S.
   • September 25, 2024

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

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

3. Simple-IRA Termination Requirements?

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

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

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

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

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

6. 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

7. PBGC Termination Extension

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

8. Private Annuities

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

9. DC Termination-Participant deceased

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

10. Partial terminations

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

11. 1099 question

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

12. Question 17J on the 5310

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

13. Plan terminaiton with a mortgage

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

14. 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
    • 1.2k views
    • 
    • Lou S.
    • May 18, 2023

15. 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

16. Are Surplus Assets Ever an Accrued Benefit?

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

17. 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

18. 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

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. terminate 401k/SH... start SIMPLE IRA in the same calendar year?

    By AlbanyConsultant, May 29, 2024
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • May 30, 2024

21. Updating plans prior to termination.

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

22. Forfeitures and deferred sales charges

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

23. PBGC Termination..or Not?

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

24. Effect of new MAP-21

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

25. severance pay

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

26. 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

27. Unfunded 3% Safe Harbor

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

28. PBGC audit briefly resurrects plan

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

29. Distributions

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

30. Employer and deductibility issue

    By dmb, December 29, 2004
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • December 29, 2004

31. DB plan annuity costs

    By ombskid, February 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • February 25, 2013

32. Plan Termination Date Revision

    By 401_noob, June 7, 2017
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • June 7, 2017

33. Plan terminating, but wife has gone awol

    By kwalified, December 10, 2015
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • December 11, 2015

34. paid out terminated plan, then old accounts found

    By Guest APSTLC, October 28, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 28, 2010

35. Partial Termination (yet again)

    By jkharvey, March 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 2, 2010

36. Odd qt?

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

37. Bankruptcy & plan termination

    By Guest mbv, March 26, 2010
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 26, 2010

38. True up contribution

    By PS, August 8
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • August 8

39. Employer wants to change mind on plan termination

    By Santo Gold, May 1, 2015
    • 1 reply
    • 1.1k views
    • 
    • hr for me
    • May 1, 2015

40. Terminating ERISA Trust and Moving Assets

    By holdco, January 14, 2015
    • 0 replies
    • 1.1k views
    • 
    • holdco
    • January 14, 2015

41. Rehiring employee after plan termination

    By erisageek1978, August 15, 2024
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 16, 2024

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

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • March 19, 2018

43. company sale

    By Guest nipa, December 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 8, 2007

44. PSP Sole participant deceased

    By Lori H, September 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • September 2, 2010

45. Participants Failing to Fill Out Distribution Paperwork

    By Madison71, October 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 2, 2009

46. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 2, 2019

47. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • March 23, 2018

48. 2021 Termination, assets keep coming back

    By Basically, July 20, 2022
    • 5 replies
    • 1.1k views
    • 
    • Ebplans
    • July 21, 2022

49. Is this a short plan year

    By RDY2RTR, September 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 21, 2011

50. Employer notifies participants that contributions to calendar year MPP

    By Moe Howard, October 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 18, 2002