Plan Terminations

1,069 topics in this forum

1. Rollover vs. Annuity

   By Just Me, December 16, 2004
   • 5 replies
   • 2k views
   • 
   • Guest
   • December 29, 2004

2. distributions to unresponsive participants

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

3. De Facto Plan Termination

   By Guest PBJ, May 8, 2007
   • 5 replies
   • 3.3k views
   • 
   • Guest
   • May 9, 2007

4. Spouse Refuses to Consent

   By Guest LHart, November 14, 2011
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • November 15, 2011

5. Plan termination and restatement

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

6. force out distributions with QJSA provisions

   By K2retire, August 28, 2012
   • 5 replies
   • 2.1k views
   • 
   • Belgarath
   • August 29, 2012

7. Retroactive Plan Term Eff Date and Current Salary Deferred Contributions

   By Tinman, April 11, 2007
   • 5 replies
   • 2.1k views
   • 
   • Tinman
   • April 12, 2007

8. Terminating a Profit Sharing Plan

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

9. Counting Participants in a Frozen Plan

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

10. Plan Termination - Plan Document

    By PJ2009, July 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • PJ2009
    • July 17, 2009

11. QTA Needed for Abandoned Plan

    By Flyboyjohn, June 16, 2016
    • 5 replies
    • 2.2k views
    • 
    • Kevin C
    • June 20, 2016

12. Terminating plan - Unknown

    By PS, April 15, 2022
    • 5 replies
    • 709 views
    • 
    • Nate S
    • April 21, 2022

13. Terminated Defined Benefit Plan

    By nancy, August 28, 2002
    • 5 replies
    • 2.2k views
    • 
    • MGB
    • August 30, 2002

14. PBGC action in lieu of termination

    By Guest CURUGBY, October 6, 2003
    • 5 replies
    • 1.6k views
    • 
    • IRC401
    • October 13, 2003

15. Profit Sharing Plan Termination

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

16. Plan Termination after Annuity Purchase, no Participants Left

    By LarryDavid, April 10, 2024
    • 5 replies
    • 1.3k views
    • 
    • Retired, but still reading
    • April 13, 2024

17. Submitting a terminated plan to the IRS (Form 5310)

    By John Feldt ERPA CPC QPA, June 5, 2012
    • 5 replies
    • 5k views
    • 
    • Mike Preston
    • June 14, 2012

18. 5310 Notice to Interested Parties

    By Guest medinael, November 8, 2007
    • 5 replies
    • 6.8k views
    • 
    • 401 Chaos
    • March 3, 2010

19. Springing Safe Harbor

    By PS, July 6, 2022
    • 5 replies
    • 752 views
    • 
    • PS
    • July 8, 2022

20. Plan Termination - 3% SHNEC

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

21. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 1.6k views
    • 
    • A Shot in the Dark
    • September 15, 2022

22. Plan terminates but doesn't distribute all assets

    By mariemonroe, December 6, 2006
    • 5 replies
    • 2.4k views
    • 
    • mariemonroe
    • December 12, 2006

23. Minimum required distribution

    By PS, April 16, 2024
    • 5 replies
    • 879 views
    • 
    • david rigby
    • May 15, 2024

24. Overlap between last payroll and plan termination date - how to process deferrals?

    By t.haley, October 18, 2024
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • October 21, 2024

25. Terminating DB and 403(b) plans - default IRA provider recommendations

    By taxllm, February 13, 2014
    • 5 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 18, 2014

26. term and payout from deferred compensation plan

    By Guest erisaman, June 24, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • June 24, 2003

27. Would you call this a partial termination?

    By 2muchstress, October 7, 2005
    • 5 replies
    • 3.6k views
    • 
    • 2muchstress
    • October 13, 2005

28. New Form 5310

    By Medusa, January 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

29. Is this a Controlled Group/Affiliated service Group?

    By himt4, December 21, 2004
    • 5 replies
    • 1.9k views
    • 
    • himt4
    • December 22, 2004

30. Distribution amounts on termed plan

    By pbarrett, June 25, 2003
    • 5 replies
    • 1.7k views
    • 
    • RTK
    • June 25, 2003

31. Partial Plan Termination

    By DP, August 12, 2004
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 24, 2004

32. VESTING ISSUE AND PLAN TERMINATION

    By HarleyBabe, April 1, 2010
    • 5 replies
    • 1.6k views
    • 
    • Trekker
    • April 8, 2010

33. Is going out of business a "substantial business hardship"

    By AlbanyConsultant, April 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • May 3, 2012

34. New Participants In A Terminated Plan?

    By mming, February 5, 2010
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • June 3, 2010

35. Cares Act Optional?

    By ombskid, June 2, 2020
    • 5 replies
    • 951 views
    • 
    • Larry Starr
    • June 4, 2020

36. 2021 Termination, assets keep coming back

    By Basically, July 20, 2022
    • 5 replies
    • 1.1k views
    • 
    • Ebplans
    • July 21, 2022

37. After-Tax

    By PS, September 2, 2021
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • September 7, 2021

38. Ineffective Termination; Vesting of New Participants

    By Guest Steve McKneely, May 14, 2001
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 25, 2001

39. Abandoned Plan

    By PS, January 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • MoJo
    • January 5, 2024

40. $3.17 interest - Non-amender

    By imchipbrown, May 6, 2016
    • 5 replies
    • 1.3k views
    • 
    • imchipbrown
    • May 10, 2016

41. Plan term, participant not lost, can they be forced out?

    By BG5150, October 29, 2021
    • 5 replies
    • 864 views
    • 
    • Bill Presson
    • October 29, 2021

42. Prior plan contributions made to PEP

    By Keith Lowery, October 31, 2023
    • 5 replies
    • 1k views
    • 
    • Paul I
    • November 1, 2023

43. Partial Termination

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

44. Pbgc coverage and final contribution

    By Earl, August 14, 2004
    • 5 replies
    • 2.4k views
    • 
    • SoCalActuary
    • August 24, 2004

45. Form 5310?

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

46. Partial Plan termination when all but owner is left

    By Guest EPS, July 2, 2002
    • 5 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 4, 2002

47. Re-allocation

    By PS, July 28, 2022
    • 5 replies
    • 923 views
    • 
    • Lou S.
    • August 1, 2022

48. Partial Plan Termination

    By doombuggy, June 22, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

49. Physicians Pension Plan could come up short on funding for 2009 due to Medicare Cuts

    By Lori H, June 29, 2010
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 30, 2010

50. Forfeiture balance

    By PS, March 10, 2022
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • March 10, 2022