Plan Terminations

1,074 topics in this forum

1. Money Purchase Pension Program Terminations

   By Guest jjohnson, May 23, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 23, 2001

2. 5310 Submission question

   By Richard Anderson, April 11, 2012
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 24, 2012

3. Asset Sale - Plan Termination Date

   By NickG, May 2, 2018   

   • termination
   • 401k
   • (and 5 more)

     Tagged with:

     • termination
     • 401k
     • limitation
     • asset sale
     • closure
     • 415
     • compensation limit
   • 1 reply
   • 1.7k views
   • 
   • Lou S.
   • May 4, 2018

4. Terminating Plan with no active participants

   By Guest krisknapp, December 4, 2007
   • 1 reply
   • 1.9k views
   • 
   • Bird
   • December 4, 2007

5. 204(h) Notice Required?

   By Dougsbpc, August 8, 2010
   • 1 reply
   • 2.8k views
   • 
   • My 2 cents
   • August 9, 2010

6. Special Tax notice - Terminating plan

   By PS, November 27, 2024
   • 1 reply
   • 812 views
   • 
   • EPCRSGuru
   • December 2, 2024

7. Multiple Employer 401k Plan Termination

   By Guest BenefitsGal5, May 18, 2010
   • 1 reply
   • 1.5k views
   • 
   • Below Ground
   • May 18, 2010

8. Effect of plan termination or a partial termination on a 242(b) election

   By mariemonroe, March 29, 2024
   • 1 reply
   • 640 views
   • 
   • Bird
   • March 29, 2024

9. need help figuring out how to argue contract is ambiguous for vesting of retiree benefits in 2nd circuit

   By Guest lawgirl2004, July 13, 2004
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • July 13, 2004

10. Post retirement benefits - plan terminating

    By almostanactuary, March 23, 2015
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • March 23, 2015

11. DB termination distribution options

    By Guest jim williams, June 16, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • June 16, 2005

12. company sale

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

13. Correct documents to use when combining a SEP with a Qualified Plan

    By Guest Barbara Bukauskas, December 29, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 12, 2001

14. DB Termination, No Participants, No Assets

    By Guest bobolink, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 3, 2011

15. PBGC Missing Participant for DC Plans - any update?

    By mwyatt, October 28, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 8, 2009

16. Rollovers

    By Guest jaf036, November 29, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 30, 2006

17. Forfeitures and deferred sales charges

    By Guest Amy Harle, September 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 18, 2002

18. 401(k) Term, Testing and 401(a)(17) proration?

    By Lou S., June 27, 2014
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • June 30, 2014

19. db and dc merger

    By Guest sue1jeff, October 10, 2004
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • October 10, 2004

20. Terminate DC plan prior to Cycle 3 restatement deadline?

    By David Peckham, June 23, 2022
    • 1 reply
    • 588 views
    • 
    • CuseFan
    • June 24, 2022

21. Form 6088 for frozen plan

    By Randee Sekol, August 12, 2021   

    • termination;pbgc
    • 1 reply
    • 680 views
    • 
    • CuseFan
    • August 12, 2021

22. HCE takes benefit first

    By Dougsbpc, July 20, 2015
    • 1 reply
    • 918 views
    • 
    • Bird
    • July 21, 2015

23. Request for LOD on Plan Termination

    By Susan S., April 23, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 23, 2010

24. Liability for "Missed" Participants When Sponsors Dissolves

    By Übernerd, March 15, 2007
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • March 15, 2007

25. Partial Plan Terminations

    By ishi, June 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • ishi
    • June 12, 2009

26. Unexpected excess assets from plan term

    By Medusa, March 21, 2001
    • 0 replies
    • 1.3k views
    • 
    • Medusa
    • March 21, 2001

27. PBGC audit

    By thepensionmaven, December 8, 2000
    • 0 replies
    • 1.8k views
    • 
    • thepensionmaven
    • December 8, 2000

28. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 948 views
    • 
    • Belgarath
    • December 27, 2011

29. Partial Termination - Vesting Requirements

    By Basil, June 15, 2021
    • 0 replies
    • 367 views
    • 
    • Basil
    • June 15, 2021

30. post termination amendment of plan

    By Guest SVogel, August 27, 2014   

    • amendment
    • termination
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 27, 2014

31. standard termination of pension plan

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

32. Distributions from a disqualified plan--what are the consequences?

    By Guest BenefitsRookie, October 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 25, 2000

33. Split-Dollar Life Insurance

    By Guest Patricia22, December 11, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 11, 2007

34. Employer incentive and employer Match

    By PS, April 15, 2022
    • 0 replies
    • 295 views
    • 
    • PS
    • April 15, 2022

35. 5310 Question 15a(6)

    By stormoj1, December 18, 2013
    • 0 replies
    • 1k views
    • 
    • stormoj1
    • December 18, 2013

36. PBGC Schedule MP

    By Penman2006, February 21, 2008
    • 0 replies
    • 2.7k views
    • 
    • Penman2006
    • February 21, 2008

37. WRERA Amendment?

    By Dougsbpc, February 10, 2009
    • 0 replies
    • 1.7k views
    • 
    • Dougsbpc
    • February 10, 2009

38. How long to wait for non-responders?

    By AlbanyConsultant, March 26, 2010
    • 0 replies
    • 916 views
    • 
    • AlbanyConsultant
    • March 26, 2010

39. Terminated 401(k) Plan With ADP Excess

    By Guest dms9999, December 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2008

40. PBGC benefit calculations

    By Guest swcpec98, November 4, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 4, 2009

41. 401k Plan Termination

    By Guest Noidy, September 16, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2003

42. Safe Harbor PS 401k Termination

    By DP, August 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • DP
    • August 4, 2003

43. termination of plan and multiple distribution events

    By Guest kco7, August 31, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 31, 2012

44. Can a paired standardized money purchase plan be merged into a profit

    By Richard Anderson, June 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • June 25, 2001

45. IRS User Fee Exemption - Terminating 401(k) Plan

    By emmetttrudy, December 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • emmetttrudy
    • December 23, 2013

46. File Form 5310 Prior to Termination Date

    By KED, January 24, 2023
    • 0 replies
    • 436 views
    • 
    • KED
    • January 24, 2023

47. Investment Company to Accept Forced Rollovers

    By Guest trumpy, November 29, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 29, 2005

48. What is the minimum time you can give a participant in a terminating D

    By Guest MAWalsh, November 21, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 21, 2000

49. Terminating Plan is Surviving Plan of Several Previous Plan Mergers - How far back to go with Answer to Line 12 on 5310?

    By Centerstage, August 25, 2021   

    • merger; termination; 5310
    • 0 replies
    • 398 views
    • 
    • Centerstage
    • August 25, 2021

50. Form 5310 for DB Termination When Aggregated for testing

    By rodin111, April 28, 2016   

    • Plan Termination
    • Form 5310
    • 0 replies
    • 990 views
    • 
    • rodin111
    • April 28, 2016