Plan Terminations

1,070 topics in this forum

1. RMD for non-owner employed beyond age 70.5

   By Kevin C, March 16, 2016
   • 8 replies
   • 2.4k views
   • 
   • Kevin C
   • April 14, 2016

2. 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

3. Plan Terminations

   By Guest Karenm, August 29, 2007
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • August 30, 2007

4. Volume Submitter Plan Termination

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

5. 3(15) service

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

6. MPP Plan

   By PS, January 15, 2019
   • 8 replies
   • 1.2k views
   • 
   • PS
   • January 16, 2019

7. Asset Acquisition

   By PS, March 22, 2022
   • 8 replies
   • 1.2k views
   • 
   • PS
   • March 23, 2022

8. Successor Plan

   By PS, January 21, 2022
   • 8 replies
   • 1.4k views
   • 
   • PS
   • January 25, 2022

9. Terminating retirement plan with forfeitures and no eligible participa

   By Guest Christie Banks, October 1, 2002
   • 8 replies
   • 2.4k views
   • 
   • E as in ERISA
   • October 3, 2002

10. Bankruptcy Plan Termination

    By Guest dyoder, May 29, 2003
    • 8 replies
    • 2.8k views
    • 
    • mbozek
    • May 30, 2003

11. 16b indicator

    By PS, November 30, 2021
    • 8 replies
    • 1.6k views
    • 
    • PS
    • December 2, 2021

12. Do we need to wait for the determination letter from the IRS regarding

    By Guest LTurner, December 26, 2001
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • January 11, 2002

13. Contributing To Why I'm Going Mad

    By Andy the Actuary, August 28, 2014
    • 7 replies
    • 1.5k views
    • 
    • Jim Chad
    • September 2, 2014

14. 8717 user fee

    By Guest jim williams, October 12, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • October 15, 2004

15. Appoint Plan Admin committee members after plan termination?

    By kmhaab, September 20, 2019
    • 7 replies
    • 913 views
    • 
    • Larry Starr
    • September 23, 2019

16. Terminating Money Purcahse Plans--Lost Participants and Spousal Consent

    By BG5150, April 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • Bird
    • May 7, 2021

17. Money purchase plan, termination and spousal consent

    By Guest kmf, March 3, 2010
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 3, 2010

18. New plan - potential permanency issue?

    By Belgarath, November 1, 2013
    • 7 replies
    • 6.4k views
    • 
    • mbozek
    • November 2, 2013

19. Amendment

    By PS, April 25, 2022
    • 7 replies
    • 1.1k views
    • 
    • EBP
    • April 27, 2022

20. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24, 2017
    • 7 replies
    • 4.5k views
    • 
    • SavingsRUS
    • June 20, 2017

21. Store closing & Partial Plan Termination

    By Dazednconfused, June 23, 2010
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2010

22. Almost terminated plan and beneficiary designation issues

    By Guest sgriff, November 21, 2000
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • November 21, 2000

23. Participants reappear after plan termination

    By Carol V. Calhoun, May 25, 2017
    • 7 replies
    • 1.3k views
    • 
    • waid10
    • December 19, 2017

24. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW, May 26, 2017
    • 7 replies
    • 1.5k views
    • 
    • My 2 cents
    • May 31, 2017

25. Secure Act amendment for terminating CB plan

    By D.J. Simonetti, March 30, 2023
    • 7 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • March 31, 2023

26. Corporation closed but Plan not terminated

    By Fred Payne, June 12, 2002
    • 7 replies
    • 2.4k views
    • 
    • chris
    • June 17, 2002

27. Plan Term - 401(k) Contributions Continue

    By Lou S., February 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • Lou S.
    • February 3, 2023

28. term date and compensation

    By M Norton, December 9, 2022
    • 7 replies
    • 975 views
    • 
    • Luke Bailey
    • December 20, 2022

29. No Employer; How should distributions be handled?

    By Guest kms, May 28, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • June 4, 1999

30. SH Non-elec plan term

    By AlbanyConsultant, December 26, 2007
    • 7 replies
    • 3.8k views
    • 
    • AlbanyConsultant
    • December 27, 2007

31. Terminating 401k safe harbor match mid year

    By Tagpay, February 24, 2015
    • 7 replies
    • 3k views
    • 
    • Lou S.
    • February 24, 2015

32. Plan terminating but participant won't request distribution

    By M Norton, August 25, 2010
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • August 25, 2010

33. Termination going on.. and on...and on

    By Guest ck1, March 27, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2002

34. Amending/Restating for Termination: Style & Substance Question

    By Guest Much2Learn, September 6, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 12, 2002

35. Top Heavy Minimum Funding for Terminating Plan?

    By Guest Kennedy, January 31, 2001
    • 7 replies
    • 3.3k views
    • 
    • david rigby
    • February 12, 2001

36. no response to distribution froms for a terminating money purchase pla

    By Guest Elizabeth Gaskins, April 15, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • April 17, 2002

37. Plan to Plan transfer on plan termination

    By dmb, May 22, 2006
    • 7 replies
    • 2.2k views
    • 
    • dmb
    • May 24, 2006

38. Paying account for terminated plan

    By FJR, July 3, 2003
    • 7 replies
    • 1.7k views
    • 
    • FJR
    • July 9, 2003

39. Due date for Comments to IRS on Notice of Intent To Terminate

    By Guest BrooklynKid, August 6, 2014   

    • Notice of Intent to Terminate
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • Notice of Intent to Terminate
      • Plan Termination
      • Weekend Rule
    • 7 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 7, 2014

40. DC plan - post termination amendment to allow partial distributions

    By Belgarath, January 12, 2018
    • 7 replies
    • 1.9k views
    • 
    • Belgarath
    • January 16, 2018

41. Terminating K Plan--lump sum distributions

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

42. Distributions restricted by Office of Foreign Access Control

    By ConnieStorer, October 15, 2020
    • 7 replies
    • 762 views
    • 
    • ConnieStorer
    • October 19, 2020

43. Money Purchase Plan Merger

    By Guest pjrieck, July 31, 2002
    • 7 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2002

44. Vesting - 5 year break in service

    By PS, January 31, 2022
    • 7 replies
    • 2.8k views
    • 
    • PS
    • February 7, 2022

45. 1099s

    By PS, February 6, 2024
    • 7 replies
    • 993 views
    • 
    • Lou S.
    • February 7, 2024

46. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • March 26, 2019

47. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

    By jessica401(k), October 6, 2017
    • 7 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • October 8, 2017

48. PS Termination

    By Guest boston431, January 15, 2004
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • January 22, 2004

49. MPP PSP Merger / 5500

    By Guest ElKH, June 18, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 19, 2003

50. Successor Plan Rule: 401(k)

    By Idioteque9004, February 13, 2024   

    • successor plan rule
    • plan termination
    • 6 replies
    • 2.3k views
    • 
    • G8Rs
    • February 13, 2024