Plan Terminations

1,074 topics in this forum

1. DB plan distributions to active employees

   By Übernerd, November 23, 2015   

   • defined benefit plans
   • plan termination
   • (and 1 more)

     Tagged with:

     • defined benefit plans
     • plan termination
     • in-service distributions
   • 0 replies
   • 1k views
   • 
   • Übernerd
   • November 23, 2015

2. Terminated Plan-TRA86 Document Compliance

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

3. 401(k) Plan abandoned and missing contributions

   By Jennifer D., April 2, 2025
   • 2 replies
   • 1k views
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   • Peter Gulia
   • April 2, 2025

4. 5500 and participant accounts

   By 30Rock, December 27, 2010
   • 0 replies
   • 1k views
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   • 30Rock
   • December 27, 2010

5. Short plan year payroll year

   By PS, September 26, 2022
   • 4 replies
   • 1k views
   • 
   • Lou S.
   • October 10, 2022

6. Good Faith Amendment

   By PS, November 1, 2024
   • 3 replies
   • 1k views
   • 
   • Bill Presson
   • November 1, 2024

7. 403(b) termination - restated document?

   By Belgarath, July 14, 2017
   • 4 replies
   • 1k views
   • 
   • Belgarath
   • July 18, 2017

8. PBGC benefit calculations

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

9. Money Purchase Plan

   By PS, October 12, 2021
   • 10 replies
   • 1k views
   • 
   • PS
   • October 14, 2021

10. Plan Audits on termination

    By erisageek1978, August 28, 2024
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 28, 2024

11. 5310 Question 15a(6)

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

12. PBGC form 501 - how to reflect excess assets

    By Jakyasar, October 19, 2021
    • 2 replies
    • 1k views
    • 
    • Jakyasar
    • October 19, 2021

13. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • September 12, 2018

14. term date and compensation

    By M Norton, December 9, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • December 20, 2022

15. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 1k views
    • 
    • Larry Starr
    • June 4, 2020

16. Terminating a SIMPLE plan

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

17. Terminated PBGC covered cash balance plan unresponsive participant

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

18. Owner Waiver

    By Cloudy, February 1, 2016
    • 1 reply
    • 996 views
    • 
    • david rigby
    • February 1, 2016

19. 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

20. PS plan - company being sold

    By thepensionmaven, February 9, 2018
    • 4 replies
    • 988 views
    • 
    • EBECatty
    • February 13, 2018

21. 403 B Plan termination

    By PS, March 4, 2021
    • 2 replies
    • 982 views
    • 
    • PS
    • March 17, 2021

22. Question of Post-Distribution Certification

    By Pension RC, October 23, 2015
    • 1 reply
    • 981 views
    • 
    • My 2 cents
    • October 23, 2015

23. Partial Plan Termination

    By Pammie57, November 15, 2021
    • 3 replies
    • 979 views
    • 
    • Luke Bailey
    • November 16, 2021

24. Fund Terminated DB after benefits paid

    By Dougsbpc, September 11, 2023
    • 4 replies
    • 978 views
    • 
    • Bird
    • September 11, 2023

25. welfare plan lost tax exempt status

    By Guest JD698, February 19, 2003
    • 1 reply
    • 973 views
    • 
    • mbozek
    • February 19, 2003

26. Amendment

    By PS, August 20, 2021
    • 4 replies
    • 972 views
    • 
    • PS
    • August 23, 2021

27. UNITED STATES v. WINDSOR

    By PS, September 1, 2021
    • 3 replies
    • 971 views
    • 
    • PS
    • September 2, 2021

28. Safe harbor notice

    By PS, October 4, 2022
    • 6 replies
    • 967 views
    • 
    • PS
    • November 15, 2022

29. Distribution During Plan Termination

    By Pension RC, June 1, 2016
    • 1 reply
    • 966 views
    • 
    • My 2 cents
    • June 1, 2016

30. Terminated Participants Prior to Plan Termination

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

31. Minimum required distribution

    By PS, April 16, 2024
    • 5 replies
    • 963 views
    • 
    • david rigby
    • May 15, 2024

32. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
    • 0 replies
    • 962 views
    • 
    • Guest
    • January 19, 2011

33. Information on terminating 401K?

    By Guest RONNIE WASEL, March 25, 2003
    • 0 replies
    • 957 views
    • 
    • Guest
    • March 25, 2003

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

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

35. File 5310 in advance of termination date?

    By cathyw, February 8, 2017
    • 3 replies
    • 949 views
    • 
    • Mike Preston
    • February 13, 2017

36. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 949 views
    • 
    • John314
    • August 21, 2019

37. 5 year break occurs in year of plan termination

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

38. Re-allocation

    By PS, July 28, 2022
    • 5 replies
    • 945 views
    • 
    • Lou S.
    • August 1, 2022

39. Severance

    By PS, December 6, 2024
    • 2 replies
    • 944 views
    • 
    • CuseFan
    • December 6, 2024

40. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 941 views
    • 
    • Belgarath
    • July 30, 2019

41. Do we have a distributable event?

    By Santo Gold, October 10, 2023
    • 3 replies
    • 940 views
    • 
    • Santo Gold
    • October 17, 2023

42. SIMPLE

    By PS, July 13, 2022
    • 8 replies
    • 940 views
    • 
    • Bill Presson
    • July 18, 2022

43. Appoint Plan Admin committee members after plan termination?

    By kmhaab, September 20, 2019
    • 7 replies
    • 936 views
    • 
    • Larry Starr
    • September 23, 2019

44. Expense reimbursement from surplus

    By david rigby, June 13, 2024
    • 1 reply
    • 930 views
    • 
    • Paul I
    • June 13, 2024

45. Successor plan rules and one participant plans

    By TMcfall, June 16, 2021
    • 4 replies
    • 923 views
    • 
    • Luke Bailey
    • June 19, 2021

46. OFAC

    By PS, April 8, 2024
    • 4 replies
    • 922 views
    • 
    • Peter Gulia
    • April 9, 2024

47. HCE takes benefit first

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

48. Help! information needed on survivor benefit

    By Guest P Duggan, January 13, 2003
    • 1 reply
    • 917 views
    • 
    • Guest
    • January 13, 2003

49. How long to wait for non-responders?

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

50. Dental practice sold - final employer contributions

    By pmacduff, September 26, 2023
    • 4 replies
    • 916 views
    • 
    • pmacduff
    • September 28, 2023