Plan Terminations

1,069 topics in this forum

1. MP Plan terminated 1/99; IRS termination approval 11/99; notice of IRS

   By Guest AndyL, April 20, 2001
   • 1 reply
   • 1.5k views
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   • Alf
   • April 23, 2001

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

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

3. Insolvent Employer Plan Termination Fees

   By Guest Paulaangell, April 11, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • April 11, 2001

4. DC plan terminated 12/31/99. No distributions. No IRS filing. What

   By John A, March 29, 2001
   • 4 replies
   • 1.9k views
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   • Alf
   • March 30, 2001

5. 5310 Determination Letter Provides Document Reliance?

   By David MacLennan, March 25, 2001
   • 1 reply
   • 1.8k views
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   • Guest
   • March 27, 2001

6. Warrants in terminating plan

   By nancy, March 13, 2001
   • 3 replies
   • 1.5k views
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   • david rigby
   • March 26, 2001

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

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

8. Contribution for terminated MPPP?

   By jkharvey, March 22, 2001
   • 2 replies
   • 1.5k views
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   • jkharvey
   • March 22, 2001

9. Unexpected excess assets from plan term

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

10. Termination of PSP which previously merged with a MPPP

    By chris, March 19, 2001
    • 0 replies
    • 1.4k views
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    • chris
    • March 19, 2001

11. How do I terminate an esop (steps, stautes, regs)?

    By Guest J K Perry, March 7, 2001
    • 3 replies
    • 3.1k views
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    • John A
    • March 13, 2001

12. Minimum funding requirement due for terminated MPP

    By Guest Theresa, March 7, 2001
    • 2 replies
    • 1.9k views
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    • Bill Berke
    • March 12, 2001

13. Excess Contributions to terminated Money Purchase Plan

    By dmb, March 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • dmb
    • March 8, 2001

14. Trust earnings paid 5 years after termination and "final" di

    By Guest, February 22, 2001
    • 1 reply
    • 1.3k views
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    • david rigby
    • February 22, 2001

15. After-tax Contributions in a DB plan termination

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

16. Top Heavy Minimum Funding for Terminating Plan?

    By Guest Kennedy, January 31, 2001
    • 7 replies
    • 3.3k views
    • 
    • david rigby
    • February 12, 2001

17. Terminating MP plan 415 issue

    By dmb, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • John A
    • February 2, 2001

18. DC Plan "Un-termination" -- Part II

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.8k views
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    • Richard Anderson
    • January 26, 2001

19. Early retirement eligibility requirements upon plan termination

    By Guest meggie, January 26, 2001
    • 1 reply
    • 1.6k views
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    • david rigby
    • January 26, 2001

20. Deferred Retirement Option Plan ("DROP")

    By Felicia, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Felicia
    • January 26, 2001

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

    By Guest CTYSON, January 17, 2001
    • 2 replies
    • 3.9k views
    • 
    • Wessex
    • January 19, 2001

22. Correct documents to use when combining a SEP with a Qualified Plan

    By Guest Barbara Bukauskas, December 29, 2000
    • 1 reply
    • 1.7k views
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    • Guest
    • January 12, 2001

23. Transferring assets of a terminated plan to another plan

    By Richard Anderson, January 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 10, 2001

24. Notice of Intent to Terminate ever required for a DC plan termination?

    By John A, December 26, 2000
    • 9 replies
    • 6.2k views
    • 
    • KJohnson
    • January 8, 2001

25. Tax Refunds to Plan after termination and full distribution of assets

    By Guest Paul Jalazo, December 29, 2000
    • 3 replies
    • 1.8k views
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    • Guest
    • January 2, 2001

26. Is the IRS accepting Form 5310's prior to restatement of plan document

    By Guest PGross, December 13, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2000

27. Trustee's duties outside of PBGC

    By Guest BTCISP1969, December 28, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • December 28, 2000

28. Can a qualified 401(k) replacement plan apply the surplus assets obtai

    By Guest meggie, December 20, 2000
    • 1 reply
    • 2.3k views
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    • david rigby
    • December 27, 2000

29. 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
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    • Richard Anderson
    • December 13, 2000

30. Participating Annuity Contracts in DB plan termination

    By Guest meggie, December 12, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2000

31. PBGC audit

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

32. Almost terminated plan and beneficiary designation issues

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

33. 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

34. Terminating DB assets

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

35. Missing Participant Distribution Redux--Practitioner Preference?

    By Guest Katharine Jungkind, November 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • November 10, 2000

36. What is the "same desk rule" with respect to terminated or s

    By Guest rambutan, November 5, 2000
    • 1 reply
    • 1.6k views
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    • John A
    • November 6, 2000

37. Plan Termination - How to amend for "GUST" prior to availabi

    By SMB, November 4, 2000
    • 1 reply
    • 1.5k views
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    • Alf
    • November 4, 2000

38. No original determination letter received - should we file on terminat

    By Guest Lisa Flagg, November 2, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 2, 2000

39. 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

40. Once a plan has been terminated and the trust is closed, for what peri

    By Guest Aylmer Magill, October 31, 2000
    • 2 replies
    • 2.1k views
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    • david rigby
    • November 1, 2000

41. Final 411(d)(6) Regs - Requirement to offer a deferred annuity on plan

    By Guest Gibson, October 30, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • October 30, 2000

42. OK to file final Form 5500 even though two distribution checks are sti

    By KJohnson, October 25, 2000
    • 1 reply
    • 1.6k views
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    • Lynn Campbell
    • October 25, 2000

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

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

44. Can a plan be "un-terminated"?

    By Richard Anderson, October 2, 2000
    • 4 replies
    • 2.5k views
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    • david rigby
    • October 24, 2000

45. Company has 2 profit sharing plans and wants to consolidate (merge) th

    By Guest Clain, October 18, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2000

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

    By Cathy from Chicago, October 12, 2000
    • 2 replies
    • 3.2k views
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    • david rigby
    • October 12, 2000

47. Haunted by Ghost of Participant Past

    By Ron Snyder, October 7, 2000
    • 4 replies
    • 2k views
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    • John A
    • October 10, 2000

48. Is the choice of a distribution date in connecton with a plan terminat

    By Guest Smokin, September 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2000

49. How to help participants avoid taxation of outstanding loan balances u

    By Guest Pat Metallic, September 29, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 29, 2000

50. Can't find terminated participants.

    By Guest Don J. Smith, September 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 25, 2000