Plan Terminations

1,069 topics in this forum

1. Company with two DC plans and wants to merge them.

   By Guest jen graber, May 18, 2000
   • 1 reply
   • 1.8k views
   • 
   • pjkoehler
   • May 18, 2000

2. Comparable plans

   By Guest Louis, May 21, 1999
   • 1 reply
   • 1.9k views
   • 
   • Lorraine Dorsa
   • July 2, 1999

3. Complete discontinuance of profit sharing contributions

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

4. Contributing To Why I'm Going Mad

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

5. Contribution for terminated MPPP?

   By jkharvey, March 22, 2001
   • 2 replies
   • 1.5k views
   • 
   • jkharvey
   • March 22, 2001

6. Contribution req. in year of term?

   By Guest Penny17, July 29, 2010
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • July 29, 2010

7. contributions after termination

   By Scuba 401, May 31, 2012
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • June 1, 2012

8. Controlled Group

   By PS, January 18, 2019
   • 5 replies
   • 699 views
   • 
   • Luke Bailey
   • January 18, 2019

9. Conversion Choice

   By Guest pep, June 17, 1999
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • June 17, 1999

10. Converting a 5300 to a 5310

    By Randy Watson, January 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • January 8, 2011

11. Corporation closed but Plan not terminated

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

12. 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

13. Cost to terminate plan...

    By K-t-F, May 14, 2004
    • 4 replies
    • 1.6k views
    • 
    • K-t-F
    • May 14, 2004

14. Counting Participants in a Frozen Plan

    By 12AX7, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2007

15. cross tax correction

    By PS, April 24, 2024
    • 10 replies
    • 1.2k views
    • 
    • justanotheradmin
    • April 25, 2024

16. Current 5310 Timing

    By Guest bobolink, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2009

17. Cycle 3 restatement

    By PS, July 12, 2023
    • 2 replies
    • 584 views
    • 
    • PS
    • July 16, 2023

18. db and dc merger

    By Guest sue1jeff, October 10, 2004
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • October 10, 2004

19. DB plan annuity costs

    By ombskid, February 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • February 25, 2013

20. DB plan distributions to active employees

    By Übernerd, November 23, 2015   

    • defined benefit plans
    • plan termination
    • (and 1 more)

      Tagged with:

      • defined benefit plans
      • plan termination
      • in-service distributions
    • 0 replies
    • 1k views
    • 
    • Übernerd
    • November 23, 2015

21. DB Plan Term - Is 66 2/3 % necessary

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 8, 2007

22. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 25, 2012

23. DB plan terminating with excess assets

    By Belgarath, February 23, 2007
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • February 23, 2007

24. DB Plan terminating with excess assets

    By Belgarath, May 17, 2016
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • May 17, 2016

25. DB Plan Termination - PBGC Plan for Owners?

    By Dougsbpc, November 1, 2003
    • 16 replies
    • 4.1k views
    • 
    • Mike Preston
    • November 5, 2003

26. DB Plan termination - required amendments?

    By Belgarath, March 4, 2016
    • 0 replies
    • 648 views
    • 
    • Belgarath
    • March 4, 2016

27. DB PLan Termination - what amendments are required?

    By mariemonroe, September 9, 2008
    • 2 replies
    • 1.6k views
    • 
    • mariemonroe
    • September 10, 2008

28. DB Plan Termination and PBGC

    By Guest nikomendy, April 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • April 23, 2002

29. DB Plan termination but with a difficult participant....

    By mphs77, November 17, 2014
    • 11 replies
    • 3.4k views
    • 
    • mbozek
    • November 19, 2014

30. DB Plan Termination Problem

    By dpav, May 26, 2021
    • 3 replies
    • 1k views
    • 
    • dpav
    • May 27, 2021

31. DB Plan Termination Question

    By Dougsbpc, October 27, 2008
    • 0 replies
    • 1.8k views
    • 
    • Dougsbpc
    • October 27, 2008

32. DB Plan termination with insufficient assets and waiver of benefits

    By rodin111, May 2, 2016   

    • plan termination
    • waiver of benefit
    • 8 replies
    • 1.9k views
    • 
    • rodin111
    • May 3, 2016

33. DB Terminated and assets distributed - somehow missed an account

    By waid10, December 18, 2017
    • 10 replies
    • 2.1k views
    • 
    • waid10
    • January 9, 2018

34. DB Termination

    By Guest JMN, May 25, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 25, 2011

35. DB Termination - Rollover Question

    By Guest ebailey, January 27, 2010
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • January 27, 2010

36. DB termination distribution options

    By Guest jim williams, June 16, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • June 16, 2005

37. DB termination timing

    By ombskid, January 24, 2010
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • January 26, 2010

38. DB Termination--Majority Owner Forego Benefits

    By Randy Watson, November 9, 2010
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • November 10, 2010

39. DB Termination-Participant Being Difficult

    By Randy Watson, November 2, 2010
    • 4 replies
    • 1.6k views
    • 
    • My 2 cents
    • November 2, 2010

40. DB Termination, No Participants, No Assets

    By Guest bobolink, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 3, 2011

41. DB termination, reversion, and replacement DB plan-where's the catch?

    By AndyH, March 7, 2002
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • March 8, 2002

42. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13, 2019
    • 0 replies
    • 558 views
    • 
    • Towanda
    • March 13, 2019

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

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

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

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

45. DC plan terminated 12/31/99. No distributions. No IRS filing. What

    By John A, March 29, 2001
    • 4 replies
    • 1.9k views
    • 
    • Alf
    • March 30, 2001

46. DC plan termination

    By thepensionmaven, March 10, 2011
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2011

47. DC plan termination

    By Guest cpamichael, June 9, 2003
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • June 13, 2003

48. DC plan termination

    By Guest JM123, December 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 15, 2009

49. DC Plan Termination - No Successor Plan - Outstanding Participant Loans

    By Guest cease, May 10, 2005
    • 5 replies
    • 3.9k views
    • 
    • mbozek
    • May 12, 2005

50. DC Plan Termination and Post PPA (Cycle 3) Restatement

    By MaryMcConnell, July 29, 2021
    • 5 replies
    • 1.3k views
    • 
    • Gilmore
    • July 30, 2021