Plan Terminations

1,069 topics in this forum

1. Asset Sale - Plan Termination Date

   By NickG, May 2, 2018   

   • termination
   • 401k
   • (and 5 more)

     Tagged with:

     • termination
     • 401k
     • limitation
     • asset sale
     • closure
     • 415
     • compensation limit
   • 1 reply
   • 1.6k views
   • 
   • Lou S.
   • May 4, 2018

2. Asset Sale -Plan Termination

   By thepensionmaven, May 19, 2022
   • 10 replies
   • 1.7k views
   • 
   • Luke Bailey
   • May 22, 2022

3. Asset sale & Plan Termination--paying out "terminated employees"

   By Minnesota planner, December 28, 2018
   • 4 replies
   • 1.1k views
   • 
   • Larry Starr
   • January 2, 2019

4. Asset with zero value

   By Guest Sheryl L, August 28, 2002
   • 6 replies
   • 2.1k views
   • 
   • mbozek
   • August 29, 2002

5. Assets moved into Terminated Plan

   By Guest Beneflaw, February 3, 2012
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 6, 2012

6. Attorney Fees

   By Guest ASFESQ, November 15, 2008
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 16, 2008

7. audits of terminated plans

   By himt4, May 26, 2006
   • 2 replies
   • 1.9k views
   • 
   • Bird
   • May 27, 2006

8. Auto rollover on plan terminations

   By Guest Do, February 3, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 3, 2005

9. Bankruptcy & plan termination

   By Guest mbv, March 26, 2010
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 26, 2010

10. Bankruptcy and 401k plans

    By Guest lindamichals, December 18, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • December 19, 2003

11. Bankruptcy and Safe Harbor Contributions

    By Guest gopher2378, June 15, 2009
    • 1 reply
    • 1.8k views
    • 
    • K2retire
    • June 16, 2009

12. Bankruptcy Plan Termination

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

13. Bankruptcy termination, DOL audit, late 5500 (Oh my)

    By Saiai, October 9, 2013
    • 2 replies
    • 2.1k views
    • 
    • Lou S.
    • October 9, 2013

14. beneficiary designation

    By Guest hester, June 28, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 29, 2008

15. Benefit Distributions

    By Guest dlogan6331, October 20, 2004
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • October 20, 2004

16. Board Res. to Terminate

    By Guest penman, October 17, 2005
    • 5 replies
    • 3.5k views
    • 
    • RTK
    • October 28, 2005

17. Board Resolution to terminate plan?

    By AnnCK, June 29, 2022
    • 13 replies
    • 2.6k views
    • 
    • Barry Levy
    • June 30, 2022

18. Bogus SSN used for employment. Plan Now Terminating

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

19. Bulletin 95-1

    By Randy Watson, June 26, 2007
    • 2 replies
    • 1.7k views
    • 
    • Randy Watson
    • June 26, 2007

20. calculating total participants

    By t.haley, November 14, 2008
    • 2 replies
    • 1.4k views
    • 
    • t.haley
    • November 24, 2008

21. Calculation for Partner @ 7/1, 5%TWB+20%>TWB

    By Guest crosseyetester, January 19, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2007

22. Can a 403(b) plan be a successor plan?

    By Guest Karen Geiger, May 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2000

23. Can a paired standardized money purchase plan be merged into a profit

    By Richard Anderson, June 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • June 25, 2001

24. Can a plan be "un-terminated"?

    By Richard Anderson, October 2, 2000
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • October 24, 2000

25. Can a plan distribute all plan assets, terminate and then immediately start a new plan ?

    By Guest Moe Howard2, February 18, 2005
    • 13 replies
    • 4.5k views
    • 
    • Guest
    • January 31, 2008

26. Can a qualified 401(k) replacement plan apply the surplus assets obtai

    By Guest meggie, December 20, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • December 27, 2000

27. can a termination be rescined by board action

    By Scuba 401, April 12, 2011
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 15, 2011

28. Can directed Trustee be removed during Plan Termination?

    By Bruddah Kimo, September 30, 2009
    • 3 replies
    • 1.9k views
    • 
    • Bruddah Kimo
    • October 1, 2009

29. Can employer take action now to terminate money purchase pension plan effective 1/1/03?

    By Guest tws, October 3, 2003
    • 4 replies
    • 1.9k views
    • 
    • chris
    • October 6, 2003

30. Can PBGC reach assets of foreign subsidiary?

    By J2D2, August 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • August 3, 2004

31. Can plan adopt termination post-4/30/10 w/o restating?

    By AlbanyConsultant, August 24, 2010
    • 12 replies
    • 2.6k views
    • 
    • Belgarath
    • February 15, 2012

32. Can you correct plan failure after plan termination

    By Gudgergirl, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 1, 2009

33. Can you revoke termination of a 401(k) plan?

    By Guest APensionGuy, July 13, 2007
    • 6 replies
    • 5.6k views
    • 
    • Belgarath
    • March 10, 2023

34. Can't find terminated participants.

    By Guest Don J. Smith, September 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 25, 2000

35. CARES ACT

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

36. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 951 views
    • 
    • Larry Starr
    • June 4, 2020

37. CARES-ACT

    By PS, August 24, 2021
    • 3 replies
    • 762 views
    • 
    • RatherBeGolfing
    • August 25, 2021

38. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 1.3k views
    • 
    • PS
    • April 17, 2020

39. Cash Balance Plan Termination - Difficult Annuity Purchase

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

40. Cash Balance Termination

    By Guest Tad77, September 26, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 26, 2006

41. Cash Balance Termination

    By Lou S., September 24, 2012
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • September 25, 2012

42. Cash Balance Termination - Accrued Benefit

    By MGOAdmin, August 13, 2014   

    • cash balance
    • accrued benefit
    • (and 3 more)

      Tagged with:

      • cash balance
      • accrued benefit
      • accrual
      • terminate
      • termination
    • 0 replies
    • 1.5k views
    • 
    • MGOAdmin
    • August 13, 2014

43. Cash Value Insurance in Terminated Plan

    By Guest WHill, September 29, 1999
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • September 30, 1999

44. Change address on 5500

    By Lou81, August 1, 2024
    • 2 replies
    • 1.3k views
    • 
    • Lou81
    • August 2, 2024

45. Changing the Plan Termination Date

    By emmetttrudy, November 13, 2019
    • 1 reply
    • 747 views
    • 
    • Luke Bailey
    • November 15, 2019

46. CLIENT INSISTS ON 5310assets are distributed

    By Lori H, October 22, 2003
    • 6 replies
    • 1.9k views
    • 
    • Ron Snyder
    • October 24, 2003

47. 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
    • 595 views
    • 
    • MadDog1111
    • November 29, 2018

48. 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

49. Company has 2 profit sharing plans and wants to consolidate (merge) th

    By Guest Clain, October 18, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2000

50. company sale

    By Guest nipa, December 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 8, 2007