Plan Terminations

1,075 topics in this forum

1. Form 5310 for DB Termination When Aggregated for testing

   By rodin111, April 28, 2016   

   • Plan Termination
   • Form 5310
   • 0 replies
   • 999 views
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   • rodin111
   • April 28, 2016

2. DB Plan termination - required amendments?

   By Belgarath, March 4, 2016
   • 0 replies
   • 669 views
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   • Belgarath
   • March 4, 2016

3. 401(h) plan termination - how to distribute assets?

   By Guest schneiderdowns, September 2, 2004
   • 0 replies
   • 2.2k views
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   • Guest
   • September 2, 2004

4. Terminate Keogh PS and start SEP

   By Guest kprhok, July 22, 2009
   • 0 replies
   • 2.2k views
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   • Guest
   • July 22, 2009

5. Money Purchase Termination

   By Scott, December 8, 2006
   • 0 replies
   • 1.6k views
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   • Scott
   • December 8, 2006

6. Terminating plan with unresponsive beneficiary

   By PS, April 22, 2024
   • 0 replies
   • 612 views
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   • PS
   • April 22, 2024

7. 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

8. Participating Annuity Contracts in DB plan termination

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

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

   By John A, August 9, 2000
   • 0 replies
   • 1.9k views
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   • John A
   • August 9, 2000

10. Missing Participant PBGC

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

11. Profit Sharing termination

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

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

    By Dalai Pookah, December 2, 2022
    • 0 replies
    • 563 views
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    • Dalai Pookah
    • December 2, 2022

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

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

14. Additional distributions - election forms?

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

15. Termination Prior to EGTRRA RAP

    By Guest AEA, December 27, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • December 27, 2005

16. Auto rollover on plan terminations

    By Guest Do, February 3, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • February 3, 2005

17. 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

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

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

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

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

20. Money Purchase Plan Termination: 5500-EZ

    By Guest reg_h2b, January 5, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • January 5, 2002

21. PBGC Assumption of Plan

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

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

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

23. Excess Contributions to terminated Money Purchase Plan

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

24. 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

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

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

26. Freezing/terminating target benefit plan

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

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

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

28. Small Balances in PBGC Plan Term

    By Earl, February 17, 2018
    • 0 replies
    • 532 views
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    • Earl
    • February 17, 2018

29. Update Summary Plan Description

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

30. Normal DB Plan Termination and Annuities ?

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

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

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

32. Terminating an ESOP (de minimis amounts)

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

33. Plan terminated. Assets distributed. Then.....

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

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

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

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

    By EBP, September 30, 2020
    • 0 replies
    • 566 views
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    • EBP
    • September 30, 2020

36. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 0 replies
    • 1.2k views
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    • DP
    • May 27, 2008

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

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

38. 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
    • 1.4k views
    • 
    • Guest
    • February 28, 2014

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

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

40. Short Final Year Exception & Asset Sales

    By Appalachian_Trail, September 22, 2025
    • 0 replies
    • 1.2k views
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    • Appalachian_Trail
    • September 22, 2025

41. 5300 needed for on-cycle termination?

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

42. Conversion Choice

    By Guest pep, June 17, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • June 17, 1999

43. 412(e) Plan

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

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

    By Guest pep, June 29, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • June 29, 1999

45. termination of 401(k)

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

46. Final Contribution to a Money Purchase Plan.

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

47. 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

48. Information on terminating 401K?

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

49. 204(h) Notice

    By chris, July 19, 1999
    • 0 replies
    • 1.8k views
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    • chris
    • July 19, 1999

50. freezing a 401(k) plan

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