Plan Terminations

1,075 topics in this forum

1. Termination or Merger of plan with no assets or participants

   By Guest Bud, August 17, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 17, 2001

2. Missing participants

   By jkdoll2, May 17, 2010
   • 0 replies
   • 1k views
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   • jkdoll2
   • May 17, 2010

3. Annuity Provider

   By Guest C.Meyers, December 22, 2009
   • 0 replies
   • 1.1k views
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   • Guest
   • December 22, 2009

4. Trustee's duties outside of PBGC

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

5. Nondiscrimination Testing Date for Terminated Plan

   By PS, August 7, 2025
   • 0 replies
   • 366 views
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   • PS
   • August 7, 2025

6. 401(h) funds in a plan termination

   By Guest KMT, July 10, 2010
   • 0 replies
   • 1.9k views
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   • Guest
   • July 10, 2010

7. Termiantion of DC and Surrender Charges

   By Guest SMazliah, September 6, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • September 6, 2001

8. PPA '06 Effect on Plan Termination

   By Dougsbpc, September 11, 2006
   • 0 replies
   • 1.5k views
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   • Dougsbpc
   • September 11, 2006

9. Term date

   By PS, August 26, 2022
   • 0 replies
   • 420 views
   • 
   • PS
   • August 26, 2022

10. Invoice reimbursement

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

11. Termination of PSP which previously merged with a MPPP

    By chris, March 19, 2001
    • 0 replies
    • 1.4k views
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    • chris
    • March 19, 2001

12. allocation of excess assets limted to 8% for non-actives

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 488 views
    • 
    • Ted Munice
    • June 26, 2018

13. 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
    • 621 views
    • 
    • MadDog1111
    • November 29, 2018

14. Gap of required amendments on the cumulative list

    By Guest PivotTable, August 8, 2010
    • 0 replies
    • 1.1k views
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    • Guest
    • August 8, 2010

15. Simple-IRA Termination Requirements?

    By Guest JBALLARINO, November 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 10, 2002

16. Rev. Rul. 2003-85

    By Guest MLT323, August 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2003

17. Terminating DB assets

    By Guest VAP, November 14, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2000

18. PBGC Termination Timing

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

19. Withdrawal of 403 (b) plan of limbo employee status.

    By Guest HARDship, October 23, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • October 23, 2001

20. Profit Sharing contribution and Safe harbor for 2025

    By PS, August 13, 2025
    • 0 replies
    • 1.7k views
    • 
    • PS
    • August 13, 2025

21. DB Plan Termination Question

    By Dougsbpc, October 27, 2008
    • 0 replies
    • 1.8k views
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    • Dougsbpc
    • October 27, 2008

22. Terminating a SIMPLE plan

    By k man, October 4, 2002
    • 0 replies
    • 1k views
    • 
    • k man
    • October 4, 2002

23. Insolvent Employer Plan Termination Fees

    By Guest Paulaangell, April 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

24. Notice of Plan Benefits - Relative Value information included?

    By Guest crosseyetester, June 7, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2006

25. Money Purchase Termination

    By Guest, January 1, 1970
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 1, 1970