Plan Terminations

1,074 topics in this forum

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

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

2. to vest or not to vest - DC plan

   By Jakyasar, December 28, 2020
   • 2 replies
   • 413 views
   • 
   • Jakyasar
   • December 29, 2020

3. Top Heavy and Forfeiture Reallocation

   By Guest dhall, March 12, 2010
   • 1 reply
   • 2.6k views
   • 
   • Kevin C
   • March 12, 2010

4. Top heavy for year of termination in 401(k)

   By Belgarath, July 30, 2019
   • 2 replies
   • 941 views
   • 
   • Belgarath
   • July 30, 2019

5. Top Heavy Minimum Funding for Terminating Plan?

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

6. Top-Heavy "add backs" in the case of plan termination.

   By KJohnson, March 12, 2003
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • March 27, 2003

7. Trailing Dividends and Plan Termination

   By Guest jjren, December 29, 2009
   • 2 replies
   • 2.2k views
   • 
   • Bird
   • December 30, 2009

8. Transfer of assets from qualified plan to nonqualified plan

   By t.haley, July 2, 2010
   • 2 replies
   • 1.1k views
   • 
   • t.haley
   • July 2, 2010

9. Transferring assets of a terminated plan to another plan

   By Richard Anderson, January 10, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • January 10, 2001

10. True up

    By PS, October 13, 2021
    • 3 replies
    • 600 views
    • 
    • BG5150
    • October 20, 2021

11. True up contribution

    By PS, August 8, 2025
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • August 8, 2025

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

    By Guest, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 22, 2001

13. Trustee fees under Abandoned Plan Regs

    By erisageek1978, September 23, 2024
    • 1 reply
    • 763 views
    • 
    • Gina Alsdorf
    • September 23, 2024

14. trustee to trustee transfer

    By Guest sue1jeff, April 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 22, 2003

15. Trustee's duties outside of PBGC

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

16. Trying to pay assets out of MPPP. How to handle additional deposits made into the Trust.

    By jkharvey, July 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • July 6, 2005

17. Ugh! Messy plan termination

    By Santo Gold, October 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • Leopurrd
    • October 27, 2006

18. 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

19. Uncashed checks post-plan termination

    By Guest KennyH, May 15, 2012
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • May 15, 2012

20. Uncashed checks returned to employee account in terminated plan

    By Guest carolg, June 20, 2012
    • 5 replies
    • 2.6k views
    • 
    • 00hskrgrl
    • June 22, 2012

21. Underfunded Abandoned Pension Plan

    By Saiai, February 26, 2018   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • terminate
      • underfunded
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 28, 2018

22. Underfunded Plan Valuation

    By Guest Lisa P, July 24, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • July 25, 2003

23. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • JustnERPA
    • April 16, 2019

24. Unexpected excess assets from plan term

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

25. Unfunded 3% Safe Harbor

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

26. UNITED STATES v. WINDSOR

    By PS, September 1, 2021
    • 3 replies
    • 971 views
    • 
    • PS
    • September 2, 2021

27. Unlocated Participants

    By Guest Emiliano, June 1, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • June 1, 2001

28. Unresponsive Participant

    By Randy Watson, February 21, 2007
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 22, 2007

29. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 4.5k views
    • 
    • Belgarath
    • March 26, 2018

30. Unsold real estate only asset in plan

    By rblum50, February 27, 2018
    • 14 replies
    • 2.1k views
    • 
    • BG5150
    • March 5, 2018

31. Update Summary Plan Description

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

32. updating and restating terminated plans

    By Guest srr, September 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • September 12, 2002

33. Updating plans prior to termination.

    By katieinny, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 11, 2002

34. Validity of old QJSA forms post-termination

    By Guest jam10, March 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 14, 2002

35. Vesting

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

36. Vesting - 5 year break in service

    By PS, January 31, 2022
    • 7 replies
    • 2.9k views
    • 
    • PS
    • February 7, 2022

37. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 1.3k views
    • 
    • Tom
    • August 13, 2018

38. VESTING ISSUE AND PLAN TERMINATION

    By HarleyBabe, April 1, 2010
    • 5 replies
    • 1.6k views
    • 
    • Trekker
    • April 8, 2010

39. vesting on plan termination

    By Draper55, July 22, 2019
    • 1 reply
    • 706 views
    • 
    • 401_noob
    • July 24, 2019

40. Volume Submitter Plan Termination

    By Ananda, November 11, 2021
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 16, 2021

41. Waiver by Owner

    By MGB, December 29, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2004

42. Waiver in year of termination

    By Guest shronesz, August 3, 2004
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2004

43. Warrants in terminating plan

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

44. Way to Undo a new plan?

    By justanotheradmin, June 3, 2015
    • 4 replies
    • 1k views
    • 
    • justanotheradmin
    • June 4, 2015

45. 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
    • 
    • pjkoehler
    • May 27, 2000

46. welfare plan lost tax exempt status

    By Guest JD698, February 19, 2003
    • 1 reply
    • 974 views
    • 
    • mbozek
    • February 19, 2003

47. What am I missing here? IRS & Plan Term Notice

    By Bruddah Kimo, December 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 24, 2010

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

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

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

    By John A, November 29, 1999
    • 0 replies
    • 2k views
    • 
    • John A
    • November 29, 1999

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

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