Plan Terminations

1,071 topics in this forum

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

   By Guest Pat Metallic, September 29, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • September 29, 2000

2. Can't find terminated participants.

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

3. Who is the Plan Sponsor of a Terminated Plan?

   By Dawn Hafner, May 4, 2000
   • 3 replies
   • 1.8k views
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   • Guest
   • August 30, 2000

4. Fully Vest Termed EEs Non-vested Bals?

   By Guest cole stevenson, August 28, 2000
   • 3 replies
   • 2.1k views
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   • Guest
   • August 29, 2000

5. PBGC Termination Timing

   By Guest Henry P. Schneider, August 25, 2000
   • 0 replies
   • 1.6k views
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   • Guest
   • August 25, 2000

6. What is the due date of a final return?

   By lkpittman, August 10, 2000
   • 6 replies
   • 2.2k views
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   • lkpittman
   • August 15, 2000

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

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

8. Terminating 401(k) plan that files Form 5310 is "frozen" unt

   By Guest Dook, August 4, 2000
   • 1 reply
   • 1.9k views
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   • QDROphile
   • August 4, 2000

9. Plan Term Fees

   By dmb, June 29, 2000
   • 4 replies
   • 2.1k views
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   • KJohnson
   • July 11, 2000

10. Terminating K Plan--lump sum distributions

    By JWK, March 13, 2000
    • 7 replies
    • 2.3k views
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    • Bill Berke
    • June 14, 2000

11. Not sure what this reg. section is all about.

    By david rigby, June 6, 2000
    • 0 replies
    • 1.8k views
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    • david rigby
    • June 6, 2000

12. We are terminating a defined benefit plan and the client wants to purc

    By Guest Lonnie Tomlin, May 26, 2000
    • 2 replies
    • 1.7k views
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    • pjkoehler
    • May 27, 2000

13. Company with two DC plans and wants to merge them.

    By Guest jen graber, May 18, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • May 18, 2000

14. Distribution of annuity upon termination of plan

    By chris, April 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • May 8, 2000

15. Partial Termination Issue

    By Hoard1, May 8, 2000
    • 1 reply
    • 2k views
    • 
    • Bill Berke
    • May 8, 2000

16. What are the consequences of nullification by PBGC of a plan terminati

    By Guest, May 5, 2000
    • 1 reply
    • 1.6k views
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    • david rigby
    • May 5, 2000

17. How soon does a defined contribution plan have to make distributions a

    By John A, May 5, 2000
    • 2 replies
    • 1.5k views
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    • John A
    • May 5, 2000

18. Can a 403(b) plan be a successor plan?

    By Guest Karen Geiger, May 1, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • May 1, 2000

19. GUST and 5310

    By k man, May 1, 2000
    • 0 replies
    • 1.6k views
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    • k man
    • May 1, 2000

20. Adopting Employer wants Out

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

21. 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
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    • Kirk Maldonado
    • March 24, 2000

22. Testing ADP on a terminated plan

    By Guest Melissa Winslow, March 20, 2000
    • 1 reply
    • 1.8k views
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    • Alonzo
    • March 21, 2000

23. Reduction in ben. formula result in partial plan termination for DC p

    By John A, March 1, 2000
    • 2 replies
    • 1.8k views
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    • Wessex
    • March 20, 2000

24. Should client file for a determination letter when terminating his one

    By Fredman, March 2, 2000
    • 3 replies
    • 1.9k views
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    • Ervin Barham
    • March 20, 2000

25. Looking for information on Defined Contribution Recordkeepers annual C

    By Guest Gary M, March 13, 2000
    • 1 reply
    • 1.5k views
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    • david rigby
    • March 14, 2000

26. What date is a horizontal partial termination considered to have occur

    By Dave Baker, March 3, 2000
    • 3 replies
    • 2.3k views
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    • Wessex
    • March 6, 2000

27. IRS Required Statemnt for Termination of DB Plans

    By Hoard1, March 2, 2000
    • 0 replies
    • 1.5k views
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    • Hoard1
    • March 2, 2000

28. Payment options for retirement fund if terminating employment

    By Guest Rhonda, February 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • February 18, 2000

29. PS Plan treatment when company is sold

    By Guest passmf, January 28, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • January 28, 2000

30. Options with frozen MPPP

    By Guest DennisT, January 24, 2000
    • 4 replies
    • 2.4k views
    • 
    • IRC401
    • January 27, 2000

31. Deemed plan termination

    By eilano, January 24, 2000
    • 0 replies
    • 1.7k views
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    • eilano
    • January 24, 2000

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

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

33. Who can receive an allocation in a qualified replacement plan?

    By Guest Nadyne, January 8, 2000
    • 1 reply
    • 2.3k views
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    • david rigby
    • January 9, 2000

34. Ps or Sep plan for 1 year

    By Guest cascigm, December 10, 1999
    • 3 replies
    • 1.7k views
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    • richard
    • December 30, 1999

35. What is the best course of action for a terminating, 1 participant MPP

    By Guest Malou, December 28, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 1999

36. Who gets interest earned on 401(k) assets between plan termination and

    By Guest David Smith, December 17, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 1999

37. T-H Minimum Contribution Under Terminated DC Plan

    By davef, December 17, 1999
    • 2 replies
    • 1.7k views
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    • davef
    • December 17, 1999

38. Terminated Plan - Allocation of Surplus

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

39. Is a terminating plan required to offer an immediate annuity to a 30-y

    By David, December 9, 1999
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 9, 1999

40. What can and can't a plan sponsor do re: suspending distributions from

    By John A, November 29, 1999
    • 0 replies
    • 1.9k views
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    • John A
    • November 29, 1999

41. Interested Party Notice

    By Guest, November 3, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 5, 1999

42. Terminate plan and rollover to existing plan

    By John A, October 26, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 1, 1999

43. 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

44. Successor Plan????

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

45. Profit sharing plan termination?

    By Guest rim, October 14, 1999
    • 1 reply
    • 1.7k views
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    • Ervin Barham
    • October 15, 1999

46. How does an employer reverse (unterminate?) a plan termination?

    By John A, October 4, 1999
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • October 4, 1999

47. Cash Value Insurance in Terminated Plan

    By Guest WHill, September 29, 1999
    • 3 replies
    • 1.7k views
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    • KJohnson
    • September 30, 1999

48. Termination and Compensation

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

49. Simple IRA, /(k) and Qualified (k) Comparison

    By Hoard1, August 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • imchipbrown
    • September 10, 1999

50. Payment Options for a Terminated Plan

    By Guest Sara H, August 26, 1999
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • August 26, 1999