Plan Terminations

1,075 topics in this forum

1. Form 5310?

   By BTH, May 22, 2002
   • 5 replies
   • 2.5k views
   • 
   • david rigby
   • May 28, 2002

2. Partial Plan Termination--Follow Up Questions

   By Guest NPWA, May 23, 2002
   • 2 replies
   • 1.7k views
   • 
   • MGB
   • May 23, 2002

3. Partial Plan Termination--Who Do You Vest?

   By Guest NPWA, May 22, 2002
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • May 22, 2002

4. DB Plan Termination and PBGC

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

5. Sole proprietor incorporates - does this mean plan must terminate?

   By Guest amfam2, April 23, 2002
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • April 23, 2002

6. no response to distribution froms for a terminating money purchase pla

   By Guest Elizabeth Gaskins, April 15, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • April 17, 2002

7. ineligible participant -assets already distributed

   By Guest meggie, April 10, 2002
   • 2 replies
   • 1.5k views
   • 
   • mbozek
   • April 10, 2002

8. Excise tax on reversion where overfunding due to anticipated demutuali

   By Guest Paul C. Morrison, April 2, 2002
   • 2 replies
   • 1.8k views
   • 
   • Mike Preston
   • April 3, 2002

9. Termination going on.. and on...and on

   By Guest ck1, March 27, 2002
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • March 29, 2002

10. Employees refuse Employer's Profit Sharing Contribution!

    By Guest Sara H, March 14, 2002
    • 9 replies
    • 5.3k views
    • 
    • mbozek
    • March 19, 2002

11. Validity of old QJSA forms post-termination

    By Guest jam10, March 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 14, 2002

12. Timing to fully vest termed EE's non-vested balances?

    By Guest KGriffith, March 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 11, 2002

13. Normal DB Plan Termination and Annuities ?

    By Guest nikomendy, March 10, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2002

14. DB termination, reversion, and replacement DB plan-where's the catch?

    By AndyH, March 7, 2002
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • March 8, 2002

15. plan terminating final contribution

    By CAR, March 5, 2002
    • 2 replies
    • 1.7k views
    • 
    • CAR
    • March 6, 2002

16. Missing Participants - PS plan terming w/ DB plan

    By mwyatt, February 27, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • March 2, 2002

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

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

18. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud, February 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2002

19. Form 8717 and related user fee for termination (F5310)

    By jkharvey, January 27, 2002
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 28, 2002

20. Do we need to wait for the determination letter from the IRS regarding

    By Guest LTurner, December 26, 2001
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • January 11, 2002

21. Doc Update

    By David, January 10, 2002
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • January 11, 2002

22. Money Purchase Plan Termination: 5500-EZ

    By Guest reg_h2b, January 5, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 5, 2002

23. New Form 5310

    By Medusa, January 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

24. Terminating Keogh and Required Minimum Distribution

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

25. Target Benefit Plan to Cross-Tested

    By Guest KimAnn, December 14, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 14, 2001

26. Terminating a MP plan to start DB plan

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

27. Definition of "affected employee" in a partial plan terminat

    By Guest Tim K, November 30, 2001
    • 2 replies
    • 2k views
    • 
    • alanm
    • December 3, 2001

28. GUST amendments for terminated plans

    By maverick, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • November 20, 2001

29. Identity of Interested Parties

    By Guest DMc, November 19, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 2001

30. 415 Limit in Year of Termination

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

31. Merging/Terminating Money Purchase plan

    By MarZDoates, November 12, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 12, 2001

32. Plan Termination Notice

    By Guest AdminFL, November 7, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2001

33. Allocation or reversion of demutualization proceeds received from a gr

    By Everett Moreland, April 9, 2001
    • 6 replies
    • 2.1k views
    • 
    • Everett Moreland
    • October 31, 2001

34. Withdrawal of 403 (b) plan of limbo employee status.

    By Guest HARDship, October 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 23, 2001

35. HCE Determination - M&A

    By Guest Mark Draa, October 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 18, 2001

36. What needs to be done to terminate a SARSEP?

    By Richard Anderson, January 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • October 17, 2001

37. 204(h) notice and IRC 4980F

    By chris, September 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 10, 2001

38. 5310 for multiple employer plan

    By Guest SEC, November 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 1, 2001

39. terminating a plan with no plan sponsor

    By eilano, September 20, 2001
    • 3 replies
    • 1.7k views
    • 
    • chris
    • September 21, 2001

40. Schedule Q No Longer Required

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

41. Termiantion of DC and Surrender Charges

    By Guest SMazliah, September 6, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 6, 2001

42. Complete discontinuance of profit sharing contributions

    By Medusa, August 17, 2001
    • 6 replies
    • 3.2k views
    • 
    • Medusa
    • August 24, 2001

43. Termination or Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

44. term plan, having trouble liquidating

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2001

45. Necessary to Re-Terminate Plan?

    By Christine Roberts, August 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • August 3, 2001

46. GUST Update - terminating plan

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

47. If a distribution check has not been cashed, is the plan considered pa

    By Guest Mindy, March 27, 2000
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • July 26, 2001

48. Terminated PBGC Cov'd DB Plan - Missing vs. "Not Responding"

    By Guest EMC, July 16, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 23, 2001

49. During transition from DC to 401K, can funds be deposited into money m

    By Guest michael4509, July 17, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 2001

50. standard termination of pension plan

    By Guest michael4509, July 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 14, 2001