Plan Terminations

1,074 topics in this forum

1. Distributions After Death- 401(a)(9)

   By Guest MJO, February 13, 2002
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • February 13, 2002

2. Termination of Prototype Plan (by adopting ER)

   By Guest Bear1, May 24, 2006
   • 1 reply
   • 2.4k views
   • 
   • Nate X
   • June 14, 2006

3. Exemption from user fee

   By Dougsbpc, October 26, 2007
   • 1 reply
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 26, 2007

4. Form 6088(e)

   By LIBERTYKID, November 12, 2014
   • 1 reply
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • November 13, 2014

5. What are the consequences of nullification by PBGC of a plan terminati

   By Guest, May 5, 2000
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • May 5, 2000

6. 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

7. Partial Termination Issue

   By Hoard1, May 8, 2000
   • 1 reply
   • 2k views
   • 
   • Bill Berke
   • May 8, 2000

8. Terminating a MP plan to start DB plan

   By dmb, November 7, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • December 13, 2001

9. Distribution of Forfeitures at Plan Termination

   By Guest MSWilson, July 8, 2004
   • 1 reply
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • July 8, 2004

10. Company with two DC plans and wants to merge them.

    By Guest jen graber, May 18, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • May 18, 2000

11. Terminating Keogh and Required Minimum Distribution

    By Guest kcousin, December 19, 2001
    • 1 reply
    • 2.2k views
    • 
    • jaemmons
    • December 20, 2001

12. RMD From terminating DB plan

    By dmb, March 23, 2011
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • March 23, 2011

13. Trust earnings paid 5 years after termination and "final" di

    By Guest, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 22, 2001

14. Excess Assets

    By Dougsbpc, January 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 27, 2011

15. PSP Sole participant deceased

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

16. Trustee fees under Abandoned Plan Regs

    By erisageek1978, September 23, 2024
    • 1 reply
    • 761 views
    • 
    • Gina Alsdorf
    • September 23, 2024

17. Form 6088

    By Guest OfficialNerd, May 25, 2006
    • 1 reply
    • 3.3k views
    • 
    • Mike Preston
    • May 25, 2006

18. Attorney Fees

    By Guest ASFESQ, November 15, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 2008

19. Minimum Top Heavy Contribution Requirement on a Terminated Plan

    By Guest pmayfie, May 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • May 31, 2002

20. Excise tax upon reversion

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

21. Termination of 401(k) Plan

    By chris, September 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • chris
    • September 28, 2006

22. Distributions

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

23. GUST Update - terminating plan

    By Guest Robin S. Vatalaro, July 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

24. 415 Limit in Year of Termination

    By Guest Sherri M. Miller, November 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 15, 2001

25. Obtaining Annuity Bidders

    By Andy the Actuary, July 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • July 2, 2015

26. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW, May 26, 2016   

    • Use of demutualization awards
    • reversion tax
    • 1 reply
    • 855 views
    • 
    • Mike Preston
    • May 27, 2016

27. Does the 10% Penalty Apply

    By DPSRich, May 20, 2024
    • 1 reply
    • 804 views
    • 
    • Bri
    • May 20, 2024

28. Successor plan

    By PS, January 27, 2022
    • 1 reply
    • 726 views
    • 
    • CuseFan
    • January 27, 2022

29. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 31, 2002

30. 5310 Notice to Interested Parties - Missing Participants

    By Guest medinael, February 11, 2008
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • February 11, 2008

31. DB termination timing

    By ombskid, January 24, 2010
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • January 26, 2010

32. Lost assets found - after plan terminated

    By Guest TaxedToDeath, November 3, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 3, 2011

33. Question of Post-Distribution Certification

    By Pension RC, October 23, 2015
    • 1 reply
    • 979 views
    • 
    • My 2 cents
    • October 23, 2015

34. Ugh! Messy plan termination

    By Santo Gold, October 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • Leopurrd
    • October 27, 2006

35. Terminating a Target Benefit Plan

    By Santo Gold, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • April 28, 2006

36. RMD at time of Plan Termination

    By WesleyT, September 29, 2008
    • 1 reply
    • 2k views
    • 
    • ERISAnut
    • September 29, 2008

37. Distribution During Plan Termination

    By Pension RC, June 1, 2016
    • 1 reply
    • 966 views
    • 
    • My 2 cents
    • June 1, 2016

38. 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

39. Form 5310 Question

    By Eric Taylor, August 20, 2012
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20, 2012

40. Late PBGC Form 500

    By Dalai Pookah, March 31, 2022
    • 1 reply
    • 587 views
    • 
    • Nate S
    • April 7, 2022

41. Can PBGC reach assets of foreign subsidiary?

    By J2D2, August 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • August 3, 2004

42. 401(k) Plan Term- VFCP corrections

    By Guest MTransue, November 4, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 4, 2011

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

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

44. Partnership Dissolution - Safe Harbor 401(k) Plan

    By JRN, February 6, 2021
    • 1 reply
    • 602 views
    • 
    • Bird
    • February 8, 2021

45. Offering Lump Sum on Plan Termination

    By WestCoast, September 30, 2011
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 30, 2011

46. Successor Plan Rule for Church 403(b) Plan

    By ERISA guy, February 2, 2024
    • 1 reply
    • 601 views
    • 
    • Patricia Neal Jensen
    • February 5, 2024

47. Permanence?

    By Guest bobolink, October 29, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • October 29, 2010

48. Schedule Q No Longer Required

    By chris, September 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • September 12, 2001

49. Form 6088 for Collectively Bargained Plans

    By Kent Allard, November 4, 2022
    • 1 reply
    • 705 views
    • 
    • CuseFan
    • November 4, 2022

50. DB Plan Termination and PBGC

    By Guest nikomendy, April 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 23, 2002