Plan Terminations

1,074 topics in this forum

1. Terminate plan and rollover to existing plan

   By John A, October 26, 1999
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • November 1, 1999

2. Terminate Solo 401k to consolidate into SEP IRA

   By jjfacejj, April 29, 2015
   • 5 replies
   • 3.6k views
   • 
   • Bird
   • May 4, 2015

3. Terminated 401(k) Plan With ADP Excess

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

4. Terminated Company/Open Plan

   By Guest ResearchGirl, February 28, 2006
   • 2 replies
   • 2k views
   • 
   • Guest
   • March 1, 2006

5. Terminated DB Plan

   By Guest Sieve, November 25, 2008
   • 3 replies
   • 2k views
   • 
   • Guest
   • November 30, 2008

6. Terminated DC Plan - Missing Participants

   By David, August 11, 1999
   • 0 replies
   • 2k views
   • 
   • David
   • August 11, 1999

7. Terminated Defined Benefit Plan

   By nancy, August 28, 2002
   • 5 replies
   • 2.3k views
   • 
   • MGB
   • August 30, 2002

8. Terminated Money Purchase Plan

   By Guest Golden Girl, June 11, 2013
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • June 11, 2013

9. Terminated Participant Fully Vested?

   By Dougsbpc, June 12, 2014
   • 6 replies
   • 3.3k views
   • 
   • Jim Chad
   • June 13, 2014

10. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 1.9k views
    • 
    • rocknrolls2
    • June 12, 2019

11. Terminated Participants Prior to Plan Termination

    By Coleboy1, December 13, 2022
    • 3 replies
    • 965 views
    • 
    • Roycal
    • December 15, 2022

12. 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

13. Terminated PBGC covered cash balance plan unresponsive participant

    By cathyw, September 10, 2020
    • 1 reply
    • 998 views
    • 
    • CuseFan
    • September 10, 2020

14. Terminated Plan - Allocation of Surplus

    By Guest Boston Attorney, December 17, 1999
    • 1 reply
    • 3.2k views
    • 
    • david rigby
    • December 17, 1999

15. Terminated Plan - Participant won't respond

    By DP, November 3, 2005
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • November 3, 2005

16. Terminated Plan - Participants Refuse to Take Distribution

    By BTH, August 21, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 5, 2002

17. Terminated Plan are 1099's Required

    By DPSRich, January 25, 2025
    • 9 replies
    • 1.2k views
    • 
    • TheBoxMan
    • February 7, 2025

18. Terminated Plan Assets Roll into New Plan Under Same Control Group - Unrelated or Related?

    By lcollins300, May 10, 2021   

    • related rollover
    • 1 reply
    • 788 views
    • 
    • CuseFan
    • May 11, 2021

19. Terminated Plan had J&S, Unresponsive participant

    By Guest Iwonder, August 1, 2006
    • 4 replies
    • 2.6k views
    • 
    • Locust
    • August 3, 2006

20. Terminated Plan wants to Self Correct Omission of Eligible Participant

    By 401kQ's, June 10, 2015
    • 0 replies
    • 951 views
    • 
    • 401kQ's
    • June 10, 2015

21. Terminated Plan with an Illiquid Asset

    By Scott, September 13, 2007
    • 4 replies
    • 2.7k views
    • 
    • Peter Gulia
    • September 14, 2007

22. Terminated Plan-Participant has Hardhsip

    By Dougsbpc, March 26, 2008
    • 8 replies
    • 3.9k views
    • 
    • Dougsbpc
    • March 28, 2008

23. Terminated Plan-TRA86 Document Compliance

    By Guest merlin, October 17, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 17, 2002

24. Terminated Plan, Final 5500, investments remaining

    By Janice F, October 25, 2019
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • October 28, 2019

25. Terminating 401(k) plan that files Form 5310 is "frozen" unt

    By Guest Dook, August 4, 2000
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • August 4, 2000

26. Terminating 401k safe harbor match mid year

    By Tagpay, February 24, 2015
    • 7 replies
    • 3.1k views
    • 
    • Lou S.
    • February 24, 2015

27. Terminating 412i

    By Guest pensionadvisor48, September 12, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 12, 2013

28. Terminating a 401(k) during VCP submission process

    By katieinny, September 24, 2014   

    • term now or wait for IRS?
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 24, 2014

29. terminating a Money Purchase plan

    By Guest biener, July 17, 2014
    • 12 replies
    • 6.1k views
    • 
    • KimberlyC
    • July 31, 2014

30. Terminating a MP plan to start DB plan

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

31. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 865 views
    • 
    • Madison71
    • April 5, 2018

32. terminating a plan with no plan sponsor

    By eilano, September 20, 2001
    • 3 replies
    • 1.6k views
    • 
    • chris
    • September 21, 2001

33. Terminating a Profit Sharing Plan

    By Guest LWilson, June 25, 2002
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • June 25, 2002

34. Terminating a Profit Sharing Plan where no Contributions Were Made

    By Guest Kennedy, November 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2000

35. Terminating a ROBS

    By cpc0506, June 6, 2014
    • 1 reply
    • 1.8k views
    • 
    • ESOP Guy
    • June 6, 2014

36. Terminating a Safe Harbor 401k Plan

    By DP, May 3, 2004
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 17, 2004

37. Terminating a safe harbor plan

    By Guest Celtics, December 20, 2013
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • December 27, 2013

38. Terminating a SIMPLE plan

    By k man, October 4, 2002
    • 0 replies
    • 1k views
    • 
    • k man
    • October 4, 2002

39. Terminating a small calendar year plan for 2014 when assets were not fully liquidated until 2015

    By Lori H, January 23, 2015
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • January 23, 2015

40. Terminating a Target Benefit Plan

    By Guest Thornton, March 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 14, 2003

41. Terminating a Target Benefit Plan

    By Santo Gold, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • April 28, 2006

42. Terminating a UK pension

    By Guest Quacka, March 5, 2013
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 13, 2013

43. Terminating an ESOP (de minimis amounts)

    By Guest Maxwell, July 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2002

44. terminating an orphan plan

    By Gudgergirl, December 30, 2013
    • 10 replies
    • 2.5k views
    • 
    • Kevin C
    • January 14, 2014

45. Terminating DB and 403(b) plans - default IRA provider recommendations

    By taxllm, February 13, 2014
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • February 18, 2014

46. Terminating DB assets

    By Guest VAP, November 14, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2000

47. Terminating DB Plan's 5310 det. letter filing "randomly selected

    By Guest E.B. Grant, March 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • Wessex
    • March 22, 2001

48. Terminating DB with Insufficient Assets

    By Dougsbpc, November 9, 2015
    • 1 reply
    • 913 views
    • 
    • david rigby
    • February 1, 2016

49. Terminating DC 401k Plan

    By PS, June 29, 2023
    • 3 replies
    • 870 views
    • 
    • Roycal
    • July 3, 2023

50. Terminating Employee Welfare Benefit Plan - Vacation Plan

    By Robert B, June 27, 2024
    • 1 reply
    • 839 views
    • 
    • Luke Bailey
    • July 12, 2024