Plan Terminations

1,040 topics in this forum

1. 5310 Determination Letter Provides Document Reliance?

   By David MacLennan, March 25, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • March 27, 2001

2. Warrants in terminating plan

   By nancy, March 13, 2001
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • March 26, 2001

3. Terminating DB Plan's 5310 det. letter filing "randomly selected

   By Guest E.B. Grant, March 21, 2001
   • 1 reply
   • 1.4k views
   • 
   • Wessex
   • March 22, 2001

4. Contribution for terminated MPPP?

   By jkharvey, March 22, 2001
   • 2 replies
   • 1.4k views
   • 
   • jkharvey
   • March 22, 2001

5. Unexpected excess assets from plan term

   By Medusa, March 21, 2001
   • 0 replies
   • 1.2k views
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   • Medusa
   • March 21, 2001

6. Termination of PSP which previously merged with a MPPP

   By chris, March 19, 2001
   • 0 replies
   • 1.3k views
   • 
   • chris
   • March 19, 2001

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

   By Guest J K Perry, March 7, 2001
   • 3 replies
   • 2.9k views
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   • John A
   • March 13, 2001

8. Minimum funding requirement due for terminated MPP

   By Guest Theresa, March 7, 2001
   • 2 replies
   • 1.7k views
   • 
   • Bill Berke
   • March 12, 2001

9. Excess Contributions to terminated Money Purchase Plan

   By dmb, March 8, 2001
   • 0 replies
   • 1.3k views
   • 
   • dmb
   • March 8, 2001

10. Trust earnings paid 5 years after termination and "final" di

    By Guest, February 22, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 22, 2001

11. After-tax Contributions in a DB plan termination

    By Guest Jhagan, February 16, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 16, 2001

12. Top Heavy Minimum Funding for Terminating Plan?

    By Guest Kennedy, January 31, 2001
    • 7 replies
    • 3.1k views
    • 
    • david rigby
    • February 12, 2001

13. Terminating MP plan 415 issue

    By dmb, February 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • John A
    • February 2, 2001

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

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.5k views
    • 
    • Richard Anderson
    • January 26, 2001

15. Early retirement eligibility requirements upon plan termination

    By Guest meggie, January 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 26, 2001

16. Deferred Retirement Option Plan ("DROP")

    By Felicia, January 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Felicia
    • January 26, 2001

17. How to handle terminating DC plan with 415 suspense account.

    By Guest CTYSON, January 17, 2001
    • 2 replies
    • 3.8k views
    • 
    • Wessex
    • January 19, 2001

18. Correct documents to use when combining a SEP with a Qualified Plan

    By Guest Barbara Bukauskas, December 29, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 12, 2001

19. Transferring assets of a terminated plan to another plan

    By Richard Anderson, January 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 10, 2001

20. Notice of Intent to Terminate ever required for a DC plan termination?

    By John A, December 26, 2000
    • 9 replies
    • 5.8k views
    • 
    • KJohnson
    • January 8, 2001

21. Tax Refunds to Plan after termination and full distribution of assets

    By Guest Paul Jalazo, December 29, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

22. Is the IRS accepting Form 5310's prior to restatement of plan document

    By Guest PGross, December 13, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 2000

23. Trustee's duties outside of PBGC

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

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

    By Guest meggie, December 20, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • December 27, 2000

25. An plan termination was treated as a merger; is there a way to correct

    By Richard Anderson, December 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • Richard Anderson
    • December 13, 2000