Plan Terminations

1,074 topics in this forum

1. Stock acquisition/Controlled group

   By PS, March 16, 2022
   • 3 replies
   • 742 views
   • 
   • PS
   • March 18, 2022

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

   By TPA Bob, February 23, 2021   

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

3. Plan merger actually...

   By Santo Gold, January 31, 2023
   • 3 replies
   • 733 views
   • 
   • Santo Gold
   • February 2, 2023

4. Successor plan

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

5. Money Purchase Pension Plan Annuity

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

6. Controlled Group

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

7. PEP Plan Termination

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

8. Merging plan but noted as Terminating on plan audit

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

9. Bogus SSN used for employment. Plan Now Terminating

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

10. Form 6088 for Collectively Bargained Plans

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

11. vesting on plan termination

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

12. CARES ACT

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

13. Non-Prototype Accounts

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

14. RMD

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

15. Return of excess correction

    By PS, July 7, 2025
    • 2 replies
    • 694 views
    • 
    • PS
    • July 8, 2025

16. Form 6088 for frozen plan

    By Randee Sekol, August 12, 2021   

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

17. Timing of Distributions after Plan Termination

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

18. 3(15) service

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

19. Partial Plan Termination?

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

20. DB Plan termination - required amendments?

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

21. Non Prototype plan

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

22. Government contract canceled, did PPT occur?

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

23. Hedging....

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

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

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

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

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

26. Testing a terminating plan

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

27. Form 6088 and unfunded DB Plan

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

28. Plan term - roth loan balance

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

29. Invoice reimbursement

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

30. 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
    • 616 views
    • 
    • MadDog1111
    • November 29, 2018

31. PBGC Plan Term filing after annuities purchased

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

32. QJSA Annuity-Terminated Plan with Unresponsive Participants

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

33. Stock sale - contribution

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

34. Cycle 3 restatement

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

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

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

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

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

37. Terminating plan with unresponsive beneficiary

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

38. True up

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

39. 401k termination/403b in controlled group

    By dixieandruby, May 9, 2025
    • 1 reply
    • 593 views
    • 
    • Artie M
    • May 12, 2025

40. SIMPLE

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

41. Plan termination - Term date

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

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

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

43. DOL Interpretive Bulletin 95-1

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

44. 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
    • 588 views
    • 
    • SCooper
    • November 21, 2023

45. Late PBGC Form 500

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

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

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

47. Plan termination - plan had been a large plan

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

48. Employee contribution

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

49. Form 5310 "Procedural Requirements Checklist"

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

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

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