Plan Terminations

1,074 topics in this forum

1. Money Purchase Plan Merger

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

2. Frozen 401k plan

   By cpc0506, June 7, 2017
   • 9 replies
   • 2.6k views
   • 
   • BG5150
   • June 8, 2017

3. Plan Termination Distributions

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

4. Plan Termination and 1 year Distribution Requirement

   By Dougsbpc, July 19, 2013
   • 6 replies
   • 2.6k views
   • 
   • 12AX7
   • July 24, 2013

5. Terminated Plan had J&S, Unresponsive participant

   By Guest Iwonder, August 1, 2006
   • 4 replies
   • 2.6k views
   • 
   • Locust
   • August 3, 2006

6. Uncashed checks post-plan termination

   By Guest KennyH, May 15, 2012
   • 4 replies
   • 2.6k views
   • 
   • mbozek
   • May 15, 2012

7. distributions to unresponsive participants

   By Guest anne1, April 6, 2006
   • 5 replies
   • 2.6k views
   • 
   • GBurns
   • May 9, 2006

8. NHCE Reduction of benefits

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

9. 5310-A filing for Spinoff and Transfer

   By Guest bobolink, September 17, 2008
   • 1 reply
   • 2.6k views
   • 
   • J Simmons
   • September 20, 2008

10. Uncashed checks returned to employee account in terminated plan

    By Guest carolg, June 20, 2012
    • 5 replies
    • 2.6k views
    • 
    • 00hskrgrl
    • June 22, 2012

11. Money Purchase Termination

    By Guest, January 1, 1970
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 1, 1970

12. Paying surrender penalties with forfeitures?

    By Lori H, September 11, 2014
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 12, 2014

13. EGTRRA Restatement on Terminated plan

    By jkharvey, April 2, 2009
    • 3 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 3, 2009

14. 5310 Notice to Interested Parties - Missing Participants

    By Guest medinael, February 11, 2008
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • February 11, 2008

15. Plan Termination - 3% SHNEC

    By KateSmithPA, June 16, 2008
    • 5 replies
    • 2.5k views
    • 
    • katieinny
    • October 2, 2008

16. 5310 user fee

    By Guest KLCarter, December 27, 2006
    • 3 replies
    • 2.5k views
    • 
    • J. Bringhurst
    • December 27, 2006

17. Successor Plan Rule: 401(k)

    By Idioteque9004, February 13, 2024   

    • successor plan rule
    • plan termination
    • 6 replies
    • 2.5k views
    • 
    • G8Rs
    • February 13, 2024

18. Employer forcing participants to attend meeting with Vendor

    By Guest jessecoates, July 16, 2013   

    • plan termination
    • 12 replies
    • 2.5k views
    • 
    • KJohnson
    • July 17, 2013

19. Plan Terminations

    By Guest Karenm, August 29, 2007
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • August 30, 2007

20. Partial Plan Termination: Controlled Group

    By Guest BenefitsMind, July 6, 2010
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 6, 2010

21. terminating an orphan plan

    By Gudgergirl, December 30, 2013
    • 10 replies
    • 2.5k views
    • 
    • Kevin C
    • January 14, 2014

22. Merging of assets except loans

    By Lori H, November 24, 2015
    • 16 replies
    • 2.5k views
    • 
    • Lori H
    • June 28, 2016

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

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

24. Plan Termination-Final Profit Sharing Contribution

    By Guest wolfpack, June 23, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 1999

25. IRS Location Program - Last Known Addresses Needed?

    By Leopurrd, January 17, 2005
    • 1 reply
    • 2.5k views
    • 
    • GBurns
    • January 17, 2005

26. Future Plan Termination

    By DP, June 10, 2005
    • 11 replies
    • 2.5k views
    • 
    • WDIK
    • June 15, 2005

27. PBGC Form 500- DB plan termination

    By Guest Teddie, September 11, 2007
    • 4 replies
    • 2.5k views
    • 
    • D Syrett
    • December 10, 2007

28. Pbgc coverage and final contribution

    By Earl, August 14, 2004
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • August 24, 2004

29. Form 5310?

    By BTH, May 22, 2002
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • May 28, 2002

30. Plan terminates but doesn't distribute all assets

    By mariemonroe, December 6, 2006
    • 5 replies
    • 2.5k views
    • 
    • mariemonroe
    • December 12, 2006

31. Prorate $200,000 compensation limit for mid-year plan freeze

    By mariemonroe, August 23, 2005
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • August 26, 2005

32. Anti-Cutback Issue for Mid-Year Safe Harbor Plan Termination Due to a Stock Sale

    By KJJ-TPA, November 6, 2020
    • 15 replies
    • 2.4k views
    • 
    • cheersmate
    • July 16, 2021

33. Terminating retirement plan with forfeitures and no eligible participa

    By Guest Christie Banks, October 1, 2002
    • 8 replies
    • 2.4k views
    • 
    • E as in ERISA
    • October 3, 2002

34. How about another Partial Term reading?

    By mwyatt, October 9, 2005
    • 4 replies
    • 2.4k views
    • 
    • mwyatt
    • October 10, 2005

35. Short plan year

    By PS, August 9, 2022
    • 3 replies
    • 2.4k views
    • 
    • D Lewis
    • August 10, 2022

36. Termination of Prototype Plan (by adopting ER)

    By Guest Bear1, May 24, 2006
    • 1 reply
    • 2.4k views
    • 
    • Nate X
    • June 14, 2006

37. RMD for non-owner employed beyond age 70.5

    By Kevin C, March 16, 2016
    • 8 replies
    • 2.4k views
    • 
    • Kevin C
    • April 14, 2016

38. Form 5310 Line 3c Determination Letter Issue

    By chris, April 23, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 24, 2006

39. Allocation of Forfeitures

    By waid10, August 28, 2009
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • September 2, 2009

40. Deductible Contribution in Year of Termination?

    By Dougsbpc, February 3, 2006
    • 3 replies
    • 2.4k views
    • 
    • AndyH
    • February 16, 2006

41. Plan Termination Notice

    By Dazednconfused, November 11, 2010
    • 1 reply
    • 2.4k views
    • 
    • Lou S.
    • November 11, 2010

42. Corporation closed but Plan not terminated

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

43. Options with frozen MPPP

    By Guest DennisT, January 24, 2000
    • 4 replies
    • 2.4k views
    • 
    • IRC401
    • January 27, 2000

44. Notice of Intent to Terminate Not Given To Vested Terminees

    By Guest merlin, June 8, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • June 13, 2006

45. Plan Termination Date

    By Medusa, March 11, 2009
    • 4 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2009

46. Distributions from Terminating DC Plan

    By Just Me, April 16, 2004
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2005

47. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16, 2017
    • 4 replies
    • 2.4k views
    • 
    • My 2 cents
    • February 17, 2017

48. Termination of PSP Portion of 401(k) Plan

    By chris, June 27, 2011
    • 4 replies
    • 2.4k views
    • 
    • Kevin C
    • June 29, 2011

49. GIC Surrender Charge - Terminated Plan

    By 52626, February 26, 2016
    • 10 replies
    • 2.4k views
    • 
    • GMK
    • July 21, 2016

50. Qualified Replacement Plan

    By Lou S., May 13, 2014
    • 2 replies
    • 2.3k views
    • 
    • Lou S.
    • May 13, 2014