Plan Terminations

1,074 topics in this forum

1. Required amendments for terminating plans

   By britoski, March 15, 2010
   • 0 replies
   • 4.2k views
   • 
   • britoski
   • March 15, 2010

2. DB Plan Termination - PBGC Plan for Owners?

   By Dougsbpc, November 1, 2003
   • 16 replies
   • 4.2k views
   • 
   • Mike Preston
   • November 5, 2003

3. How to handle terminating DC plan with 415 suspense account.

   By Guest CTYSON, January 17, 2001
   • 2 replies
   • 4k views
   • 
   • Wessex
   • January 19, 2001

4. DC Plan Termination - No Successor Plan - Outstanding Participant Loans

   By Guest cease, May 10, 2005
   • 5 replies
   • 4k views
   • 
   • mbozek
   • May 12, 2005

5. Freezing Money Purchase Pension Plan

   By chris, June 5, 1999
   • 6 replies
   • 3.9k views
   • 
   • david shipp
   • June 9, 1999

6. Given the cost of filing a 5310, how many are still doing it?

   By katieinny, December 7, 2017   

   • how are you handling your terminations?
   • 9 replies
   • 3.9k views
   • 
   • Bird
   • December 11, 2017

7. un-terminating a plan?

   By justanotheradmin, November 19, 2013   

   • termination
   • 401(k)
   • (and 1 more)

     Tagged with:

     • termination
     • 401(k)
     • undo
   • 1 reply
   • 3.9k views
   • 
   • david rigby
   • November 20, 2013

8. Terminated Plan-Participant has Hardhsip

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

9. Plan Termination Safe Harbor Match + Top Heavy

   By Lou S., November 6, 2008
   • 2 replies
   • 3.8k views
   • 
   • Kevin C
   • October 16, 2009

10. Terminating a Safe Harbor 401k Plan

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

11. Loan payment after plan termination

    By Guest nlamorte, October 8, 2010
    • 2 replies
    • 3.8k views
    • 
    • TPAMan
    • October 8, 2010

12. SH Non-elec plan term

    By AlbanyConsultant, December 26, 2007
    • 7 replies
    • 3.8k views
    • 
    • AlbanyConsultant
    • December 27, 2007

13. Stale Uncashed Checks After Plan Termination - what to do with them?

    By waid10, September 16, 2016   

    • pension
    • stale checks
    • (and 1 more)

      Tagged with:

      • pension
      • stale checks
      • uncashed checks
    • 14 replies
    • 3.8k views
    • 
    • Mike Preston
    • September 22, 2016

14. model 204(h) notice

    By emmetttrudy, August 12, 2010
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • August 13, 2010

15. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.7k views
    • 
    • ERISA-Bubs
    • September 27, 2019

16. Would you call this a partial termination?

    By 2muchstress, October 7, 2005
    • 5 replies
    • 3.7k views
    • 
    • 2muchstress
    • October 13, 2005

17. I wanna be a rock 'n roll star!!!

    By Guest R. Daestrom, November 20, 2002
    • 13 replies
    • 3.6k views
    • 
    • J. Bringhurst
    • November 21, 2003

18. Terminate Solo 401k to consolidate into SEP IRA

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

19. Notice of Plan Benefits Contents

    By Guest crosseyetester, May 10, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 10, 2006

20. Is it a successor plan if it exists before the termination date of the 401k plan?

    By Santo Gold, March 26, 2009
    • 3 replies
    • 3.6k views
    • 
    • Santo Gold
    • March 27, 2009

21. Default IRA Rollovers

    By Guest Tom:, February 12, 2010
    • 6 replies
    • 3.6k views
    • 
    • Spencer
    • May 3, 2010

22. Reversion of Excess Assets

    By Guest ccl, December 19, 2008
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • December 21, 2008

23. Board Res. to Terminate

    By Guest penman, October 17, 2005
    • 5 replies
    • 3.5k views
    • 
    • RTK
    • October 28, 2005

24. Multiple Employer plan termination - one group spins off

    By Guest Jennyb473, July 9, 2009
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • July 15, 2009

25. Money purchase plan, termination and spousal consent

    By Guest kmf, March 3, 2010
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 3, 2010

26. Earnings reversion to ER

    By Guest dukec, September 16, 2003
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • September 16, 2003

27. DB Plan termination but with a difficult participant....

    By mphs77, November 17, 2014
    • 11 replies
    • 3.4k views
    • 
    • mbozek
    • November 19, 2014

28. DC plan termination

    By Guest cpamichael, June 9, 2003
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • June 13, 2003

29. Top Heavy Minimum Funding for Terminating Plan?

    By Guest Kennedy, January 31, 2001
    • 7 replies
    • 3.4k views
    • 
    • david rigby
    • February 12, 2001

30. Vesting

    By PS, July 12, 2021
    • 9 replies
    • 3.4k views
    • 
    • PS
    • July 21, 2021

31. Missing Participant

    By Randy Watson, September 8, 2005
    • 8 replies
    • 3.4k views
    • 
    • stephen
    • September 13, 2005

32. When forfeitures have always been used to offset employer contribution

    By John A, December 10, 1999
    • 14 replies
    • 3.3k views
    • 
    • mbozek
    • December 4, 2002

33. Retroactive plan termination amendment

    By John A, October 20, 1999
    • 3 replies
    • 3.3k views
    • 
    • PensionPro
    • April 25, 2016

34. Form 6088

    By Guest OfficialNerd, May 25, 2006
    • 1 reply
    • 3.3k views
    • 
    • Mike Preston
    • May 25, 2006

35. De Facto Plan Termination

    By Guest PBJ, May 8, 2007
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • May 9, 2007

36. Terminated Participant Fully Vested?

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

37. Plan Conversion

    By Randy Watson, October 17, 2005
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • October 24, 2005

38. Post termination audit

    By Belgarath, November 25, 2008
    • 16 replies
    • 3.3k views
    • 
    • Belgarath
    • April 24, 2009

39. Due date for Comments to IRS on Notice of Intent To Terminate

    By Guest BrooklynKid, August 6, 2014   

    • Notice of Intent to Terminate
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • Notice of Intent to Terminate
      • Plan Termination
      • Weekend Rule
    • 7 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 7, 2014

40. Should client file a Form 5310 when terminating a standardized prototy

    By Cathy from Chicago, October 12, 2000
    • 2 replies
    • 3.3k views
    • 
    • david rigby
    • October 12, 2000

41. Form 6088

    By Guest bjfgfg, December 21, 2006
    • 2 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 27, 2006

42. Complete discontinuance of profit sharing contributions

    By Medusa, August 17, 2001
    • 6 replies
    • 3.2k views
    • 
    • Medusa
    • August 24, 2001

43. Terminated Plan - Allocation of Surplus

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

44. Terminating plan with unresponsive beneficiary

    By K2retire, August 24, 2017   

    • plan termination
    • deceased participant
    • (and 1 more)

      Tagged with:

      • plan termination
      • deceased participant
      • unresponsive beneficiary
    • 10 replies
    • 3.2k views
    • 
    • K2retire
    • August 28, 2017

45. Frozen MPP

    By Guest maxtax, December 12, 2007
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • December 21, 2007

46. How to handle unexpected receipt of demutualization funds; DB plan already terminated

    By Guest pensionadmin, September 25, 2003
    • 5 replies
    • 3.2k views
    • 
    • KJohnson
    • September 26, 2003

47. Has anyone been court appointed to terminate a plan?

    By Guest Bearlee, March 15, 2008
    • 11 replies
    • 3.1k views
    • 
    • alexa
    • December 8, 2009

48. Spouse Refuses to Consent

    By Guest LHart, November 14, 2011
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 15, 2011

49. Payment of Plan Termination Expenses

    By richard, June 25, 1999
    • 2 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • June 26, 1999

50. different dates on 204h notice and amendment

    By dmb, January 23, 2009
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • January 26, 2009