Plan Terminations

1,074 topics in this forum

1. ESOP Plan Termination

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

2. 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

3. 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

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

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

5. RMD

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

6. company sale

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

7. Participants Failing to Fill Out Distribution Paperwork

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

8. PSP Sole participant deceased

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

9. Employee notice requirement for profit sharing plan

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

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

    By t.haley, November 15, 2024
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • November 18, 2024

11. Amendment

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

12. Testing

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

13. Is this a short plan year

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

14. 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

15. Partial Plan Terminations

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

16. Missing participant with fake Social Security Number

    By pixiebear, October 23, 2025
    • 12 replies
    • 1.1k views
    • 
    • FormsRstillmylife
    • October 27, 2025

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. 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

19. 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

20. Estate account

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

21. PBGC Guarantees

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

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

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

23. Plan Term - 401(k) Contributions Continue

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

24. Lost assets found - after plan terminated

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

25. Annuity Provider

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

26. 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

27. Plan termination - short year or not?

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

28. Plan termination payouts

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

29. Gap of required amendments on the cumulative list

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

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

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

31. Spin off and Plan Termination

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

32. Prior plan contributions made to PEP

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

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

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

34. Plan Termination/Merger

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

35. 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

36. DB Plan Termination Problem

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

37. Safe harbor contrib

    By thepensionmaven, May 17, 2017   

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

38. Plan terminating without plan attorney

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

39. Obtaining Annuity Bidders

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

40. profit sharing plan with insurance

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

41. 1099s

    By PS, February 6, 2024
    • 7 replies
    • 1k views
    • 
    • Lou S.
    • February 7, 2024

42. Way to Undo a new plan?

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

43. Missing participants

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

44. Social Security Integration

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

45. Adoption of EGTRRA Compensation Limit To Increase Benefits

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

46. Personal contribution.

    By PS, November 20, 2023
    • 10 replies
    • 1k views
    • 
    • PS
    • November 27, 2023

47. Freeze of MPPP Cause Full Vesting??

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

48. Terminate Again

    By Dougsbpc, January 15, 2025
    • 3 replies
    • 1k views
    • 
    • truphao
    • January 16, 2025

49. GUST restatement upon final distr of assets??

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

50. Plan Closure

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