Plan Terminations

1,069 topics in this forum

1. Plan Terminations

   By Guest emmpsrm, November 24, 2008
   • 6 replies
   • 2.1k views
   • 
   • Bird
   • November 26, 2008

2. Forfeited checks

   By PS, November 15, 2022
   • 6 replies
   • 1.3k views
   • 
   • PS
   • November 16, 2022

3. Safe Harbor Mid-Year Termination

   By Vlad401k, October 16, 2017
   • 6 replies
   • 8.5k views
   • 
   • JustMe
   • July 29, 2020

4. Plan Transfer

   By Randy Watson, February 10, 2009
   • 6 replies
   • 1.7k views
   • 
   • Randy Watson
   • February 12, 2009

5. Asset with zero value

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

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

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

7. lump sum payouts after bankruptcy filing

   By erisageek1978, October 15, 2024
   • 6 replies
   • 1.1k views
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   • Peter Gulia
   • November 26, 2024

8. SMM

   By PS, August 20, 2021
   • 6 replies
   • 836 views
   • 
   • PS
   • August 23, 2021

9. Partial termination

   By pmacduff, April 26, 2016
   • 6 replies
   • 1.4k views
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   • pmacduff
   • April 27, 2016

10. plan year end and extension due date for merged plan?

    By kwalified, July 12, 2017
    • 6 replies
    • 1.5k views
    • 
    • mchazka
    • August 3, 2017

11. Reversion of Excess Assets

    By Guest ccl, December 19, 2008
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • December 21, 2008

12. Resolution versus amendment anticutback

    By Draper55, October 17, 2024
    • 6 replies
    • 1.3k views
    • 
    • Draper55
    • October 21, 2024

13. Prorated Benefit Accruals in Plan Terminations

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

14. IRS Announcement 2011-82

    By Doghouse, April 24, 2012
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • April 26, 2012

15. Estate account

    By PS, June 25, 2021
    • 6 replies
    • 1.1k views
    • 
    • Bill Presson
    • July 6, 2021

16. Small Plan PBGC Termination Question

    By Lou S., June 19, 2024
    • 6 replies
    • 1.3k views
    • 
    • CuseFan
    • June 21, 2024

17. Keogh DB Plan Termination

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

18. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 1.9k views
    • 
    • rocknrolls2
    • June 12, 2019

19. Distributions from Terminating DC Plan

    By Just Me, April 16, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • January 14, 2005

20. What is the due date of a final return?

    By lkpittman, August 10, 2000
    • 6 replies
    • 2.2k views
    • 
    • lkpittman
    • August 15, 2000

21. Safe harbor notice

    By PS, October 4, 2022
    • 6 replies
    • 944 views
    • 
    • PS
    • November 15, 2022

22. Plan Frozen in the 90s - 436 / AFTAP Question

    By Griswold, May 10, 2016
    • 6 replies
    • 1.9k views
    • 
    • My 2 cents
    • May 11, 2016

23. Full Vesting Timing

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

24. Freezing Money Purchase Pension Plan

    By chris, June 5, 1999
    • 6 replies
    • 3.9k views
    • 
    • david shipp
    • June 9, 1999

25. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.5k views
    • 
    • ConnieStorer
    • February 1, 2016

26. NHCE Reduction of benefits

    By Dougsbpc, May 30, 2008
    • 6 replies
    • 2.6k views
    • 
    • Dougsbpc
    • August 14, 2008

27. Underfunded Plan Valuation

    By Guest Lisa P, July 24, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • July 25, 2003

28. Default IRA Rollovers

    By Guest Tom:, February 12, 2010
    • 6 replies
    • 3.5k views
    • 
    • Spencer
    • May 3, 2010

29. Terminated Participant Fully Vested?

    By Dougsbpc, June 12, 2014
    • 6 replies
    • 3.3k views
    • 
    • Jim Chad
    • June 13, 2014

30. 401k limit

    By PS, November 11, 2021
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 13, 2021

31. 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

32. Defined benefit plan termination

    By Belgarath, June 26, 2012
    • 6 replies
    • 2k views
    • 
    • Belgarath
    • July 3, 2012

33. Plan Termination Distributions

    By Guest dmitchell, February 20, 2003
    • 6 replies
    • 2.6k views
    • 
    • GBurns
    • January 14, 2005

34. Replace PS Plan with SEP-IRA

    By Guest kmurp, May 6, 2008
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • May 13, 2008

35. Plan terminating, but wife has gone awol

    By kwalified, December 10, 2015
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • December 11, 2015

36. Terminated Plan - Participants Refuse to Take Distribution

    By BTH, August 21, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 5, 2002

37. Plan termination vs Plan merger

    By Santo Gold, June 13, 2005
    • 6 replies
    • 6.2k views
    • 
    • Bird
    • June 13, 2005

38. what to do with Forfeitures

    By Spencer, December 11, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • December 18, 2008

39. Complete discontinuance of profit sharing contributions

    By Medusa, August 17, 2001
    • 6 replies
    • 3.2k views
    • 
    • Medusa
    • August 24, 2001

40. Distributions upon termination of profit sharing plan

    By Guest DMP, March 13, 2007
    • 6 replies
    • 6.5k views
    • 
    • Bird
    • March 15, 2007

41. Determination letter or not?

    By PAL, January 9, 2009
    • 6 replies
    • 5.3k views
    • 
    • david rigby
    • January 9, 2009

42. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 1.8k views
    • 
    • Jakyasar
    • October 26, 2020

43. Plan Termination and 1 year Distribution Requirement

    By Dougsbpc, July 19, 2013
    • 6 replies
    • 2.5k views
    • 
    • 12AX7
    • July 24, 2013

44. Allocation or reversion of demutualization proceeds received from a gr

    By Everett Moreland, April 9, 2001
    • 6 replies
    • 2.1k views
    • 
    • Everett Moreland
    • October 31, 2001

45. CLIENT INSISTS ON 5310assets are distributed

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

46. Multiple Employer plan termination - one group spins off

    By Guest Jennyb473, July 9, 2009
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • July 15, 2009

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

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

48. Is 100% vested required?

    By MarZDoates, February 18, 2020
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • February 19, 2020

49. 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

50. Profit Sharing

    By PS, February 8, 2022
    • 5 replies
    • 1.6k views
    • 
    • PS
    • February 18, 2022