Plan Terminations

1,069 topics in this forum

1. self-directed brokage account

   By PS, October 3, 2024
   • 2 replies
   • 1.1k views
   • 
   • PS
   • October 4, 2024

2. NOIT - 60 days

   By ndj2377, June 2, 2017
   • 2 replies
   • 1.1k views
   • 
   • ndj2377
   • June 2, 2017

3. RMD

   By PS, June 17, 2021
   • 2 replies
   • 1.1k views
   • 
   • PS
   • June 17, 2021

4. lump sum payouts after bankruptcy filing

   By erisageek1978, October 15, 2024
   • 6 replies
   • 1.1k views
   • 
   • Peter Gulia
   • November 26, 2024

5. Plan assets reverted to the employer

   By Elizabeth Matthews, January 24
   • 5 replies
   • 1.1k views
   • 
   • Jeff Hartmann
   • January 29

6. Lump Sum Value of Long-Ago Majority Owner 70 1/2 Election

   By Guest D.W., December 19, 2013
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 15, 2014

7. Secure Act amendment for terminating CB plan

   By D.J. Simonetti, March 30, 2023
   • 7 replies
   • 1.1k views
   • 
   • C. B. Zeller
   • March 31, 2023

8. Transfer of assets from qualified plan to nonqualified plan

   By t.haley, July 2, 2010
   • 2 replies
   • 1.1k views
   • 
   • t.haley
   • July 2, 2010

9. Terminating Money Purcahse Plans--Lost Participants and Spousal Consent

   By BG5150, April 19, 2021
   • 7 replies
   • 1.1k views
   • 
   • Bird
   • May 7, 2021

10. Short Final Year Exception & Asset Sales

    By Appalachian_Trail, September 22
    • 0 replies
    • 1.1k views
    • 
    • Appalachian_Trail
    • September 22

11. Annuity Provider

    By Guest C.Meyers, December 22, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2009

12. Testing

    By PS, January 24, 2023
    • 10 replies
    • 1.1k views
    • 
    • PS
    • January 24, 2023

13. PBGC Guarantees

    By PJ2009, April 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • PJ2009
    • May 7, 2009

14. Plan termination - short year or not?

    By Belgarath, June 7, 2017
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • June 7, 2017

15. Lost assets found - after plan terminated

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

16. Estate account

    By PS, June 25, 2021
    • 6 replies
    • 1.1k views
    • 
    • Bill Presson
    • July 6, 2021

17. Employee notice requirement for profit sharing plan

    By Renee H, August 10, 2022
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • November 8, 2022

18. notifying PBGC

    By erisageek1978, May 14, 2024
    • 3 replies
    • 1.1k views
    • 
    • Tom Veal
    • May 16, 2024

19. Plan terminated - Did not mark final return on 1906

    By mattmc82, January 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • mattmc82
    • January 21, 2011

20. Amendment

    By PS, April 25, 2022
    • 7 replies
    • 1.1k views
    • 
    • EBP
    • April 27, 2022

21. Plan termination payouts

    By pmacduff, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • September 11, 2019

22. Gap of required amendments on the cumulative list

    By Guest PivotTable, August 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 8, 2010

23. Plan Term - 401(k) Contributions Continue

    By Lou S., February 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • Lou S.
    • February 3, 2023

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

    By Belgarath, December 3, 2024
    • 13 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • December 13, 2024

25. Affect of Section 436 on Lump Sum Termination Distributions from an Underfunded Plan

    By Guest Dressageho, October 12, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 12, 2009

26. Terminated Plan are 1099's Required

    By DPSRich, January 25
    • 9 replies
    • 1.1k views
    • 
    • TheBoxMan
    • February 7

27. Distribution of an ancient MassMutual annuity from a Pension Plan.

    By Lori H, September 28, 2017
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 29, 2017

28. Plan Termination/Merger

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

29. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

    • safe harbor non-elective
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 17, 2017

30. Plan is Top Heavy, what comp do I use?

    By BG5150, April 29, 2010
    • 2 replies
    • 1k views
    • 
    • BG5150
    • April 30, 2010

31. Obtaining Annuity Bidders

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

32. Spin off and Plan Termination

    By PS, February 17, 2023
    • 2 replies
    • 1k views
    • 
    • PS
    • February 20, 2023

33. Partial Plan Terminations

    By Belgarath, May 21, 2024
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • May 22, 2024

34. profit sharing plan with insurance

    By thepensionmaven, July 29, 2016
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • July 29, 2016

35. Social Security Integration

    By jpod, April 24, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 24, 2015

36. Way to Undo a new plan?

    By justanotheradmin, June 3, 2015
    • 4 replies
    • 1k views
    • 
    • justanotheradmin
    • June 4, 2015

37. pre-approved 401k plan with multiple missed restatements - how to correct?

    By t.haley, November 15, 2024
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • November 18, 2024

38. Plan terminating without plan attorney

    By TPApril, December 8, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • December 8, 2012

39. Adoption of EGTRRA Compensation Limit To Increase Benefits

    By Guest merlin, October 18, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 18, 2002

40. Missing participants

    By jkdoll2, May 17, 2010
    • 0 replies
    • 1k views
    • 
    • jkdoll2
    • May 17, 2010

41. Prior plan contributions made to PEP

    By Keith Lowery, October 31, 2023
    • 5 replies
    • 1k views
    • 
    • Paul I
    • November 1, 2023

42. Freeze of MPPP Cause Full Vesting??

    By chris, November 7, 2002
    • 0 replies
    • 1k views
    • 
    • chris
    • November 7, 2002

43. GUST restatement upon final distr of assets??

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

44. DB Plan Termination Problem

    By dpav, May 26, 2021
    • 3 replies
    • 1k views
    • 
    • dpav
    • May 27, 2021

45. Plan termination (DC - 401(k) plan

    By Belgarath, December 11, 2024
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 11, 2024

46. Plan Closure

    By thepensionmaven, December 30, 2020
    • 3 replies
    • 1k views
    • 
    • PeterN
    • July 9, 2021

47. Terminated Plan-TRA86 Document Compliance

    By Guest merlin, October 17, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 17, 2002

48. DB plan distributions to active employees

    By Übernerd, November 23, 2015   

    • defined benefit plans
    • plan termination
    • (and 1 more)

      Tagged with:

      • defined benefit plans
      • plan termination
      • in-service distributions
    • 0 replies
    • 1k views
    • 
    • Übernerd
    • November 23, 2015

49. PBGC benefit calculations

    By Guest swcpec98, November 4, 2009
    • 0 replies
    • 997 views
    • 
    • Guest
    • November 4, 2009

50. Personal contribution.

    By PS, November 20, 2023
    • 10 replies
    • 994 views
    • 
    • PS
    • November 27, 2023