Plan Terminations

1,069 topics in this forum

1. 5310 user fee

   By Guest KLCarter, December 27, 2006
   • 3 replies
   • 2.5k views
   • 
   • J. Bringhurst
   • December 27, 2006

2. 5310-A filing for Spinoff and Transfer

   By Guest bobolink, September 17, 2008
   • 1 reply
   • 2.5k views
   • 
   • J Simmons
   • September 20, 2008

3. 5500 and participant accounts

   By 30Rock, December 27, 2010
   • 0 replies
   • 989 views
   • 
   • 30Rock
   • December 27, 2010

4. 5500 deadline for Terminated Plan

   By Guest crystalg, March 18, 2002
   • 3 replies
   • 4.6k views
   • 
   • Mike Preston
   • March 31, 2015

5. 5500 Due Date

   By Dougsbpc, September 11, 2017
   • 4 replies
   • 5.3k views
   • 
   • ETA Consulting LLC
   • September 12, 2017

6. 5500 due date after plan termination

   By Dougsbpc, September 26, 2024
   • 2 replies
   • 1.3k views
   • 
   • ugueth
   • September 30, 2024

7. 8717 user fee

   By Guest jim williams, October 12, 2004
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • October 15, 2004

8. A few Qualified Replacement Plan questions, relating to administering

   By John A, August 9, 2000
   • 0 replies
   • 1.8k views
   • 
   • John A
   • August 9, 2000

9. A plan in which the sponsor is dead and all the participants are gone.

   By Guest RMM, March 9, 2000
   • 4 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 24, 2000

10. Abandoned 1 person/sole proprietor plan?

    By Guest Bearlee, February 29, 2008
    • 8 replies
    • 2.9k views
    • 
    • JanetM
    • March 3, 2008

11. Abandoned Plan

    By PS, January 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • MoJo
    • January 5, 2024

12. Abandoned/Orphan Plan?

    By Guest Retina, May 24, 2004
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • May 24, 2004

13. Acquired Employer submitting 5310. Controlled Group on App or No?

    By Guest LLHarlow, November 14, 2014   

    • 5310
    • Controlled Group
    • (and 1 more)

      Tagged with:

      • 5310
      • Controlled Group
      • Acquisition
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 14, 2014

14. Acquisition and Cycle 3 Restatement

    By msmith, March 28, 2022
    • 4 replies
    • 834 views
    • 
    • msmith
    • March 30, 2022

15. Active receiving benefit

    By Pension RC, February 20, 2017
    • 1 reply
    • 834 views
    • 
    • david rigby
    • February 20, 2017

16. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 1.4k views
    • 
    • t.haley
    • April 7, 2014

17. Adopting employer wants out

    By Santo Gold, February 19, 2009
    • 4 replies
    • 2k views
    • 
    • J Simmons
    • February 19, 2009

18. Adopting Employer wants Out

    By kocak, April 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 14, 2000

19. Adoption of EGTRRA Compensation Limit To Increase Benefits

    By Guest merlin, October 18, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 18, 2002

20. ADP test failure

    By PS, March 4, 2024
    • 4 replies
    • 763 views
    • 
    • PS
    • March 4, 2024

21. Affect of Section 436 on Lump Sum Termination Distributions from an Underfunded Plan

    By Guest Dressageho, October 12, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 12, 2009

22. After-Tax

    By PS, September 2, 2021
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • September 7, 2021

23. After-tax Contributions in a DB plan termination

    By Guest Jhagan, February 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 16, 2001

24. Allocation of Distribution Expenses in a Cash Balance Pension Plan Termination

    By Guest Dressageho, February 25, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 25, 2010

25. Allocation of Excess Assets

    By Dougsbpc, January 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 9, 2009

26. allocation of excess assets limted to 8% for non-actives

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 442 views
    • 
    • Ted Munice
    • June 26, 2018

27. Allocation of Forfeitures

    By waid10, August 28, 2009
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • September 2, 2009

28. Allocation of Surplus Assets

    By Pension RC, July 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • CuseFan
    • July 14, 2017

29. 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

30. Almost terminated plan and beneficiary designation issues

    By Guest sgriff, November 21, 2000
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • November 21, 2000

31. Amend Plan to provide for transfer of assets to other e/er plan....

    By chris, November 3, 2003
    • 8 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2003

32. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 748 views
    • 
    • Earl
    • June 28, 2018

33. Amending Form 5310

    By Guest DASLaw, October 24, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2008

34. Amending/Restating for Termination: Style & Substance Question

    By Guest Much2Learn, September 6, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 12, 2002

35. Amendment

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

36. Amendment

    By PS, April 25, 2022
    • 7 replies
    • 1.1k views
    • 
    • EBP
    • April 27, 2022

37. Amendment after termination date

    By imchipbrown, January 20, 2021
    • 2 replies
    • 1.2k views
    • 
    • imchipbrown
    • January 20, 2021

38. Amendment for Terminating Plan

    By chris, December 6, 2005
    • 5 replies
    • 3k views
    • 
    • namealreadyinuse
    • January 23, 2006

39. Amendment to Look-back Month

    By Pension RC, December 17, 2013
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • December 18, 2013

40. Amendments to Terminating Plans

    By chris, April 23, 2004
    • 4 replies
    • 1.8k views
    • 
    • Earl
    • May 21, 2004

41. An plan termination was treated as a merger; is there a way to correct

    By Richard Anderson, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • December 13, 2000

42. Annuity Provider

    By Guest C.Meyers, December 22, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2009

43. Anti-Cutback Issue for Mid-Year Safe Harbor Plan Termination Due to a Stock Sale

    By KJJ-TPA, November 6, 2020
    • 15 replies
    • 2.3k views
    • 
    • cheersmate
    • July 16, 2021

44. Any consequences of partial plan termination other than vesting?

    By John A, January 14, 2000
    • 2 replies
    • 2.3k views
    • 
    • Alf
    • January 14, 2000

45. Any way to anonymously confirm PBGC Form 500 filing?

    By Guest pension222, April 17, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2001

46. Appoint Plan Admin committee members after plan termination?

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

47. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep, June 29, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • June 29, 1999

48. Are Surplus Assets Ever an Accrued Benefit?

    By Blackbirch, February 4, 2010
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 5, 2010

49. Asset Acquisition

    By PS, March 22, 2022
    • 8 replies
    • 1.2k views
    • 
    • PS
    • March 23, 2022

50. Asset Sale

    By PS, September 16, 2022
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 20, 2022