Plan Terminations

1,069 topics in this forum

1. How do I terminate an esop (steps, stautes, regs)?

   By Guest J K Perry, March 7, 2001
   • 3 replies
   • 3.1k views
   • 
   • John A
   • March 13, 2001

2. Payment of Plan Termination Expenses

   By richard, June 25, 1999
   • 2 replies
   • 3.1k views
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   • Kirk Maldonado
   • June 26, 1999

3. Amendment for Terminating Plan

   By chris, December 6, 2005
   • 5 replies
   • 3k views
   • 
   • namealreadyinuse
   • January 23, 2006

4. 401(k) plan terminated 1 year + but assets not yet distributed

   By jlea, September 10, 2008
   • 4 replies
   • 3k views
   • 
   • jlea
   • September 16, 2008

5. Terminating 401k safe harbor match mid year

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

6. QJSA Waiver

   By Guest Barney Byrd, June 23, 1999
   • 2 replies
   • 3k views
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   • david rigby
   • June 24, 1999

7. Prorated Benefit Accruals in Plan Terminations

   By 401 Chaos, August 25, 2003
   • 6 replies
   • 3k views
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   • 401 Chaos
   • August 27, 2003

8. DC Plan Termination Procedures

   By Guest Kathleen Toth, December 6, 2002
   • 10 replies
   • 3k views
   • 
   • RCK
   • December 17, 2002

9. What to do with a participant who doesn't want to be paid out?

   By Santo Gold, December 20, 2006
   • 5 replies
   • 3k views
   • 
   • Guest
   • July 18, 2007

10. 204(h) Notice - 45 days or 15 days?

    By Guest notapensiongeek, August 16, 2007
    • 2 replies
    • 3k views
    • 
    • Mike Preston
    • August 20, 2007

11. Early Plan Termination

    By Guest mjr, June 1, 2003
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • June 4, 2003

12. plan has no IRS determination and is soon to terminate

    By Peter Gulia, May 13, 2008
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • May 13, 2008

13. Rules for plan termination

    By Guest JohnSB, December 13, 2007
    • 2 replies
    • 2.9k views
    • 
    • JanetM
    • December 13, 2007

14. How does an employer reverse (unterminate?) a plan termination?

    By John A, October 4, 1999
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • October 4, 1999

15. Terminate current plan and then start a new one?

    By doombuggy, September 30, 2009
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • November 1, 2009

16. Abandoned 1 person/sole proprietor plan?

    By Guest Bearlee, February 29, 2008
    • 8 replies
    • 2.9k views
    • 
    • JanetM
    • March 3, 2008

17. Timing for Adoption of Amendments at Plan Termination

    By Guest CAG1, July 11, 2008
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 15, 2008

18. Qualified Replacement Plan

    By bvhea, August 4, 2009
    • 2 replies
    • 2.8k views
    • 
    • bvhea
    • August 4, 2009

19. If a distribution check has not been cashed, is the plan considered pa

    By Guest Mindy, March 27, 2000
    • 6 replies
    • 2.8k views
    • 
    • david rigby
    • July 26, 2001

20. Bankruptcy Plan Termination

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

21. 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

22. No Employer; How should distributions be handled?

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

23. Dealing with QDRO

    By Randy Watson, November 22, 2010
    • 3 replies
    • 2.8k views
    • 
    • mbozek
    • November 22, 2010

24. Vesting - 5 year break in service

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

25. Abandoned/Orphan Plan?

    By Guest Retina, May 24, 2004
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • May 24, 2004

26. 204(h) Notice Required?

    By Dougsbpc, August 8, 2010
    • 1 reply
    • 2.8k views
    • 
    • My 2 cents
    • August 9, 2010

27. Profit Sharing Plan Termination

    By Guest bernverd, September 12, 2007
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • October 4, 2007

28. DC Plan "Un-termination" -- Part II

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.8k views
    • 
    • Richard Anderson
    • January 26, 2001

29. freezing a 401(k) plan

    By Santo Gold, March 24, 2006
    • 0 replies
    • 2.8k views
    • 
    • Santo Gold
    • March 24, 2006

30. Worthless Stock in Terminating PS Plan

    By DP, August 10, 2005
    • 15 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2005

31. Terminating a Profit Sharing Plan

    By Guest LWilson, June 25, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2002

32. Partial Termination

    By Randy Watson, July 24, 2009
    • 5 replies
    • 2.7k views
    • 
    • ishi
    • July 29, 2009

33. Plan Termination Resolution

    By Rob P, October 13, 2008
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • October 14, 2008

34. Partial Plan Termination?

    By Dougsbpc, October 2, 2007
    • 4 replies
    • 2.7k views
    • 
    • Dougsbpc
    • October 16, 2007

35. PBGC Schedule MP

    By Penman2006, February 21, 2008
    • 0 replies
    • 2.7k views
    • 
    • Penman2006
    • February 21, 2008

36. Full Vesting Timing

    By Guest Ann, August 27, 1998
    • 6 replies
    • 2.7k views
    • 
    • David
    • May 28, 1999

37. Plan termination and restatement

    By cdavis25, July 25, 2013
    • 5 replies
    • 2.7k views
    • 
    • Bird
    • November 18, 2014

38. Plan terminated several years ago, forfeiture balance

    By Guest Iwonder, April 8, 2009
    • 3 replies
    • 2.7k views
    • 
    • Kevin C
    • April 9, 2009

39. Plan Termination - Distribution to Trustee

    By Zoey, February 17, 2012
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • February 28, 2012

40. Reallocating excess assets in DB plan on termination

    By Dennis Povloski, May 16, 2007
    • 2 replies
    • 2.7k views
    • 
    • Dennis Povloski
    • May 16, 2007

41. Replacement/successor plans

    By pbarrett, May 27, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • May 27, 1999

42. Keogh DB Plan Termination

    By Mister Met, May 7, 2004
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • May 7, 2004

43. Plan termination

    By Belgarath, April 28, 2009
    • 5 replies
    • 2.6k views
    • 
    • J Simmons
    • May 2, 2009

44. Plan Termination and vesting

    By Dazednconfused, July 7, 2009
    • 2 replies
    • 2.6k views
    • 
    • Laura Harrington
    • July 7, 2009

45. Top Heavy and Forfeiture Reallocation

    By Guest dhall, March 12, 2010
    • 1 reply
    • 2.6k views
    • 
    • Kevin C
    • March 12, 2010

46. Terminated Plan with an Illiquid Asset

    By Scott, September 13, 2007
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 14, 2007

47. 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

48. plan termination and vesting of terminated participant

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

49. Board Resolution to terminate plan?

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

50. Money Purchase Plan Merger

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