Plan Terminations

1,075 topics in this forum

1. Partial Termination (yet again)

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

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

   By Minnesota planner, December 28, 2018
   • 4 replies
   • 1.2k views
   • 
   • Larry Starr
   • January 2, 2019

3. Amendment

   By PS, April 25, 2022
   • 7 replies
   • 1.2k views
   • 
   • EBP
   • April 27, 2022

4. Odd qt?

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

5. Bankruptcy & plan termination

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

6. Terminating ERISA Trust and Moving Assets

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

7. Employer wants to change mind on plan termination

   By Santo Gold, May 1, 2015
   • 1 reply
   • 1.2k views
   • 
   • hr for me
   • May 1, 2015

8. Employee notice requirement for profit sharing plan

   By Renee H, August 10, 2022
   • 3 replies
   • 1.2k views
   • 
   • Belgarath
   • November 8, 2022

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

   By t.haley, November 15, 2024
   • 2 replies
   • 1.2k views
   • 
   • CuseFan
   • November 18, 2024

10. company sale

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

11. Participants Failing to Fill Out Distribution Paperwork

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

12. PSP Sole participant deceased

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

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

    By Belgarath, December 11, 2024
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • December 11, 2024

14. Partial Plan Terminations

    By Belgarath, May 21, 2024
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • May 22, 2024

15. Testing

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

16. 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

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

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

18. Plan Term - 401(k) Contributions Continue

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

19. Estate account

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

20. Is this a short plan year

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

21. 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

22. 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

23. 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

24. Plan termination payouts

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

25. PBGC Guarantees

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

26. Lost assets found - after plan terminated

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

27. Prior plan contributions made to PEP

    By Keith Lowery, October 31, 2023
    • 5 replies
    • 1.1k views
    • 
    • Paul I
    • November 1, 2023

28. Annuity Provider

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

29. Plan termination - short year or not?

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

30. 1099s

    By PS, February 6, 2024
    • 7 replies
    • 1.1k views
    • 
    • Lou S.
    • February 7, 2024

31. Gap of required amendments on the cumulative list

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

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

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

33. Spin off and Plan Termination

    By PS, February 17, 2023
    • 2 replies
    • 1.1k views
    • 
    • PS
    • February 20, 2023

34. DB Plan Termination Problem

    By dpav, May 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • dpav
    • May 27, 2021

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

    By BG5150, April 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • April 30, 2010

36. Personal contribution.

    By PS, November 20, 2023
    • 10 replies
    • 1.1k views
    • 
    • PS
    • November 27, 2023

37. 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

38. Plan Termination/Merger

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

39. Terminate Again

    By Dougsbpc, January 15, 2025
    • 3 replies
    • 1.1k views
    • 
    • truphao
    • January 16, 2025

40. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

    • safe harbor non-elective
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 17, 2017

41. Plan terminating without plan attorney

    By TPApril, December 8, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 8, 2012

42. Obtaining Annuity Bidders

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

43. profit sharing plan with insurance

    By thepensionmaven, July 29, 2016
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 29, 2016

44. Way to Undo a new plan?

    By justanotheradmin, June 3, 2015
    • 4 replies
    • 1.1k views
    • 
    • justanotheradmin
    • June 4, 2015

45. 401(k) Plan abandoned and missing contributions

    By Jennifer D., April 2, 2025
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 2, 2025

46. Plan Closure

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

47. Missing participants

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

48. Social Security Integration

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

49. term date and compensation

    By M Norton, December 9, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • December 20, 2022

50. Adoption of EGTRRA Compensation Limit To Increase Benefits

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