Plan Terminations

1,069 topics in this forum

1. Successor plan

   By PS, January 27, 2022
   • 1 reply
   • 709 views
   • 
   • CuseFan
   • January 27, 2022

2. Trustee fees under Abandoned Plan Regs

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

3. Controlled Group

   By PS, January 18, 2019
   • 5 replies
   • 702 views
   • 
   • Luke Bailey
   • January 18, 2019

4. Merging plan but noted as Terminating on plan audit

   By Lori H, September 12, 2016
   • 2 replies
   • 699 views
   • 
   • My 2 cents
   • September 13, 2016

5. Plan Termination, Going to PEO, Replacement Plan Rules

   By TPA Bob, February 23, 2021   

   • peo
   • replacement plan
   • 2 replies
   • 696 views
   • 
   • TPA Bob
   • February 24, 2021

6. Name Change

   By PS, September 21, 2021
   • 2 replies
   • 693 views
   • 
   • PS
   • September 22, 2021

7. PEP Plan Termination

   By mlp0816, September 29, 2022
   • 1 reply
   • 688 views
   • 
   • Luke Bailey
   • October 4, 2022

8. vesting on plan termination

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

9. Bogus SSN used for employment. Plan Now Terminating

   By Vikram Kalra, August 18, 2021
   • 3 replies
   • 686 views
   • 
   • Vikram Kalra
   • September 29, 2021

10. CARES ACT

    By PS, August 11, 2021
    • 4 replies
    • 685 views
    • 
    • PS
    • August 16, 2021

11. Form 6088 for Collectively Bargained Plans

    By Kent Allard, November 4, 2022
    • 1 reply
    • 676 views
    • 
    • CuseFan
    • November 4, 2022

12. Non-Prototype Accounts

    By PS, November 15, 2022
    • 2 replies
    • 665 views
    • 
    • PS
    • November 15, 2022

13. Money Purchase Pension Plan Annuity

    By PS, July 11, 2024
    • 0 replies
    • 660 views
    • 
    • PS
    • July 11, 2024

14. Partial Plan Termination?

    By Belgarath, May 15, 2017
    • 1 reply
    • 653 views
    • 
    • K2retire
    • May 15, 2017

15. RMD

    By PS, April 4, 2024
    • 1 reply
    • 653 views
    • 
    • CuseFan
    • April 5, 2024

16. DB Plan termination - required amendments?

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

17. Form 6088 for frozen plan

    By Randee Sekol, August 12, 2021   

    • termination;pbgc
    • 1 reply
    • 651 views
    • 
    • CuseFan
    • August 12, 2021

18. Timing of Distributions after Plan Termination

    By Dougsbpc, August 13, 2022
    • 2 replies
    • 642 views
    • 
    • CuseFan
    • August 15, 2022

19. 3(15) service

    By PS, July 23, 2021
    • 8 replies
    • 638 views
    • 
    • PS
    • July 28, 2021

20. Government contract canceled, did PPT occur?

    By thopkins, May 11, 2021
    • 3 replies
    • 634 views
    • 
    • thopkins
    • May 11, 2021

21. Hedging....

    By Bri, April 17, 2023
    • 1 reply
    • 626 views
    • 
    • Lou S.
    • April 18, 2023

22. Form 500 Line 9 - Active Participants Covered by Other Plans

    By Pension RC, May 2, 2016
    • 3 replies
    • 621 views
    • 
    • david rigby
    • May 3, 2016

23. Non Prototype plan

    By PS, November 2, 2021
    • 2 replies
    • 616 views
    • 
    • PS
    • November 2, 2021

24. Effect of plan termination or a partial termination on a 242(b) election

    By mariemonroe, March 29, 2024
    • 1 reply
    • 612 views
    • 
    • Bird
    • March 29, 2024

25. Plan term - roth loan balance

    By pmacduff, January 28, 2020
    • 0 replies
    • 605 views
    • 
    • pmacduff
    • January 28, 2020

26. Testing a terminating plan

    By TMcfall, July 22, 2021
    • 2 replies
    • 605 views
    • 
    • Bob the Swimmer
    • July 23, 2021

27. Return of excess correction

    By PS, July 7
    • 2 replies
    • 602 views
    • 
    • PS
    • July 8

28. Form 6088 and unfunded DB Plan

    By Ananda, November 5, 2021
    • 1 reply
    • 599 views
    • 
    • Mike Preston
    • November 5, 2021

29. stock bonus plan Closely held stock on ESBP Plan Termination

    By MadDog1111, November 29, 2018   

    • plan termination
    • closely held stock
    • (and 2 more)

      Tagged with:

      • plan termination
      • closely held stock
      • employer stock
      • esop
    • 0 replies
    • 599 views
    • 
    • MadDog1111
    • November 29, 2018

30. PBGC Plan Term filing after annuities purchased

    By pixiebear, August 25, 2022
    • 2 replies
    • 596 views
    • 
    • ConnieStorer
    • August 27, 2022

31. Stock sale - contribution

    By PS, March 31, 2022
    • 3 replies
    • 589 views
    • 
    • Luke Bailey
    • April 20, 2022

32. Cycle 3 restatement

    By PS, July 12, 2023
    • 2 replies
    • 587 views
    • 
    • PS
    • July 16, 2023

33. SIMPLE

    By PS, July 26, 2022
    • 1 reply
    • 578 views
    • 
    • Belgarath
    • July 26, 2022

34. QJSA Annuity-Terminated Plan with Unresponsive Participants

    By BTH, November 10, 2021
    • 1 reply
    • 578 views
    • 
    • CuseFan
    • November 10, 2021

35. Partnership Dissolution - Safe Harbor 401(k) Plan

    By JRN, February 6, 2021
    • 1 reply
    • 577 views
    • 
    • Bird
    • February 8, 2021

36. True up

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

37. DOL Interpretive Bulletin 95-1

    By david rigby, February 23, 2024
    • 1 reply
    • 566 views
    • 
    • Peter Gulia
    • February 23, 2024

38. Late PBGC Form 500

    By Dalai Pookah, March 31, 2022
    • 1 reply
    • 564 views
    • 
    • Nate S
    • April 7, 2022

39. Plan termination - Term date

    By PS, October 19, 2021
    • 2 replies
    • 563 views
    • 
    • PS
    • October 19, 2021

40. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13, 2019
    • 0 replies
    • 560 views
    • 
    • Towanda
    • March 13, 2019

41. Terminate DC plan prior to Cycle 3 restatement deadline?

    By David Peckham, June 23, 2022
    • 1 reply
    • 559 views
    • 
    • CuseFan
    • June 24, 2022

42. Combo DB DC Testing in year of DB Plan Termination

    By SCooper, November 21, 2023   

    • plan termination
    • combo plans
    • (and 2 more)

      Tagged with:

      • plan termination
      • combo plans
      • nondiscimination testing
      • 404
    • 0 replies
    • 557 views
    • 
    • SCooper
    • November 21, 2023

43. Plan termination - plan had been a large plan

    By Pammie57, April 4, 2022
    • 3 replies
    • 556 views
    • 
    • Luke Bailey
    • April 22, 2022

44. Invoice reimbursement

    By PS, May 23, 2024
    • 0 replies
    • 555 views
    • 
    • PS
    • May 23, 2024

45. Terminating plan with unresponsive beneficiary

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

46. Successor Plan Rule for Church 403(b) Plan

    By ERISA guy, February 2, 2024
    • 1 reply
    • 545 views
    • 
    • Patricia Neal Jensen
    • February 5, 2024

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

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

48. Form 5310 "Procedural Requirements Checklist"

    By Ananda, October 6, 2021
    • 2 replies
    • 530 views
    • 
    • DCPensionGal
    • October 7, 2021

49. Employee contribution

    By PS, January 19, 2024
    • 4 replies
    • 529 views
    • 
    • Bird
    • January 19, 2024

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

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