Plan Terminations

1,069 topics in this forum

1. Special Tax notice - Terminating plan

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

2. Multiple Employer 401k Plan Termination

   By Guest BenefitsGal5, May 18, 2010
   • 1 reply
   • 1.4k views
   • 
   • Below Ground
   • May 18, 2010

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

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

4. 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

5. Post retirement benefits - plan terminating

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

6. DB termination distribution options

   By Guest jim williams, June 16, 2005
   • 1 reply
   • 1.7k views
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   • david rigby
   • June 16, 2005

7. company sale

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

8. 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

9. DB Termination, No Participants, No Assets

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

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

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

11. Rollovers

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

12. Forfeitures and deferred sales charges

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

13. 401(k) Term, Testing and 401(a)(17) proration?

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

14. db and dc merger

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

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

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

16. Form 6088 for frozen plan

    By Randee Sekol, August 12, 2021   

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

17. HCE takes benefit first

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

18. Request for LOD on Plan Termination

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

19. Liability for "Missed" Participants When Sponsors Dissolves

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

20. Partial Plan Terminations

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

21. Unexpected excess assets from plan term

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

22. PBGC audit

    By thepensionmaven, December 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • thepensionmaven
    • December 8, 2000

23. 5 year break occurs in year of plan termination

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

24. Partial Termination - Vesting Requirements

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

25. post termination amendment of plan

    By Guest SVogel, August 27, 2014   

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

26. standard termination of pension plan

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

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

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

28. Split-Dollar Life Insurance

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

29. Employer incentive and employer Match

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

30. 5310 Question 15a(6)

    By stormoj1, December 18, 2013
    • 0 replies
    • 988 views
    • 
    • stormoj1
    • December 18, 2013

31. PBGC Schedule MP

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

32. WRERA Amendment?

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

33. How long to wait for non-responders?

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

34. Terminated 401(k) Plan With ADP Excess

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

35. PBGC benefit calculations

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

36. 401k Plan Termination

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

37. Safe Harbor PS 401k Termination

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

38. termination of plan and multiple distribution events

    By Guest kco7, August 31, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 31, 2012

39. 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

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

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

41. File Form 5310 Prior to Termination Date

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

42. Investment Company to Accept Forced Rollovers

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

43. 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

44. 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
    • 372 views
    • 
    • Centerstage
    • August 25, 2021

45. Form 5310 for DB Termination When Aggregated for testing

    By rodin111, April 28, 2016   

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

46. DB Plan termination - required amendments?

    By Belgarath, March 4, 2016
    • 0 replies
    • 649 views
    • 
    • Belgarath
    • March 4, 2016

47. 401(h) plan termination - how to distribute assets?

    By Guest schneiderdowns, September 2, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 2, 2004

48. Terminate Keogh PS and start SEP

    By Guest kprhok, July 22, 2009
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 22, 2009

49. Money Purchase Termination

    By Scott, December 8, 2006
    • 0 replies
    • 1.6k views
    • 
    • Scott
    • December 8, 2006

50. Terminating plan with unresponsive beneficiary

    By PS, April 22, 2024
    • 0 replies
    • 547 views
    • 
    • PS
    • April 22, 2024