Plan Terminations

1,069 topics in this forum

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

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

2. Participating Annuity Contracts in DB plan termination

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

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

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

4. Missing Participant PBGC

   By bvhea, November 30, 2005
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   • 1.8k views
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   • bvhea
   • November 30, 2005

5. Profit Sharing termination

   By rfahey, December 5, 2012
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   • 1.3k views
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   • rfahey
   • December 5, 2012

6. Purchase or distribution of annuity to annuitant/participant in Plan Termination

   By Dalai Pookah, December 2, 2022
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   • 524 views
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   • Dalai Pookah
   • December 2, 2022

7. DB Plan Term - Is 66 2/3 % necessary

   By Guest crosseyetester, January 8, 2007
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   • 1.2k views
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   • Guest
   • January 8, 2007

8. Additional distributions - election forms?

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

9. Termination Prior to EGTRRA RAP

   By Guest AEA, December 27, 2005
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   • 1.5k views
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   • Guest
   • December 27, 2005

10. Auto rollover on plan terminations

    By Guest Do, February 3, 2005
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    • 1.2k views
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    • Guest
    • February 3, 2005

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

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

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

    By 401kQ's, June 10, 2015
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    • 937 views
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    • 401kQ's
    • June 10, 2015

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

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

14. Money Purchase Plan Termination: 5500-EZ

    By Guest reg_h2b, January 5, 2002
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    • 1.6k views
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    • Guest
    • January 5, 2002

15. PBGC Assumption of Plan

    By Guest Tad77, May 22, 2009
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    • 1.2k views
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    • Guest
    • May 22, 2009

16. Sole Prop Terminating SH 401(k) Mid Year

    By TBob, November 16, 2010
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    • 1.3k views
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    • TBob
    • November 16, 2010

17. Excess Contributions to terminated Money Purchase Plan

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

18. 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
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    • Übernerd
    • November 23, 2015

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

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

20. Freezing/terminating target benefit plan

    By chris, December 11, 2003
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    • 1.4k views
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    • chris
    • December 11, 2003

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

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

22. Small Balances in PBGC Plan Term

    By Earl, February 17, 2018
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    • 484 views
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    • Earl
    • February 17, 2018

23. Update Summary Plan Description

    By Guest justbe, February 24, 2005
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    • 1.3k views
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    • Guest
    • February 24, 2005

24. Normal DB Plan Termination and Annuities ?

    By Guest nikomendy, March 10, 2002
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    • 1.4k views
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    • Guest
    • March 10, 2002

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

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

26. Terminating an ESOP (de minimis amounts)

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

27. Plan terminated. Assets distributed. Then.....

    By MLML, May 8, 2016
    • 0 replies
    • 848 views
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    • MLML
    • May 8, 2016

28. Timing to fully vest termed EE's non-vested balances?

    By Guest KGriffith, March 11, 2002
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    • 1.7k views
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    • Guest
    • March 11, 2002

29. Has anyone used the PBGC DC Plan missing participant program?

    By EBP, September 30, 2020
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    • 532 views
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    • EBP
    • September 30, 2020

30. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
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    • 1.1k views
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    • DP
    • May 27, 2008

31. Termination of Frozen Voluntary Employee Contributions from Ongoing Defined Benefit Plan

    By rocknrolls2, October 18, 2006
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    • 1.4k views
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    • rocknrolls2
    • October 18, 2006

32. Form 5310 rev. 12/13 item 21f assets

    By Guest F5500Programmer, February 28, 2014   

    • 5310
    • assets
    • (and 1 more)

      Tagged with:

      • 5310
      • assets
      • 21f
    • 0 replies
    • 1.3k views
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    • Guest
    • February 28, 2014

33. Participant loans from a terminated plan waiting on an IRS determinati

    By Guest acathcart, June 15, 1999
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    • 2.2k views
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    • Guest
    • June 15, 1999

34. Short Final Year Exception & Asset Sales

    By Appalachian_Trail, September 22
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    • 1.1k views
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    • Appalachian_Trail
    • September 22

35. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
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    • 948 views
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    • Guest
    • January 19, 2011

36. Conversion Choice

    By Guest pep, June 17, 1999
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    • Guest
    • June 17, 1999

37. 412(e) Plan

    By jkdoll2, December 4, 2008
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    • 1.3k views
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    • jkdoll2
    • December 4, 2008

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

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

39. termination of 401(k)

    By Guest cngriffin, June 30, 1999
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    • 1.8k views
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    • Guest
    • June 30, 1999

40. Final Contribution to a Money Purchase Plan.

    By KJohnson, July 17, 1999
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    • 1.7k views
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    • KJohnson
    • July 17, 1999

41. Target Benefit Plan to Cross-Tested

    By Guest KimAnn, December 14, 2001
    • 0 replies
    • 1.7k views
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    • Guest
    • December 14, 2001

42. Information on terminating 401K?

    By Guest RONNIE WASEL, March 25, 2003
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    • 941 views
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    • Guest
    • March 25, 2003

43. 204(h) Notice

    By chris, July 19, 1999
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    • 1.7k views
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    • chris
    • July 19, 1999

44. freezing a 401(k) plan

    By Santo Gold, March 24, 2006
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    • 2.8k views
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    • Santo Gold
    • March 24, 2006

45. Terminated DC Plan - Missing Participants

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

46. Termination and Compensation

    By imchipbrown, September 10, 1999
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    • 1.6k views
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    • imchipbrown
    • September 10, 1999

47. PBGC Termination Extension

    By Randy Watson, December 21, 2010
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    • 1.2k views
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    • Randy Watson
    • December 21, 2010

48. Successor Plan????

    By Guest ksumner, October 18, 1999
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    • 1.6k views
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    • Guest
    • October 18, 1999

49. Form 5310 for 401(k) plan clarification

    By John A, October 20, 1999
    • 0 replies
    • 2k views
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    • John A
    • October 20, 1999

50. separation from service after plan termination date

    By Gudgergirl, March 12, 2009
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    • 1.5k views
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    • Gudgergirl
    • March 12, 2009