Plan Terminations

1,074 topics in this forum

1. Amendment after termination date

   By imchipbrown, January 20, 2021
   • 2 replies
   • 1.2k views
   • 
   • imchipbrown
   • January 20, 2021

2. Plan Closure

   By thepensionmaven, December 30, 2020
   • 3 replies
   • 1k views
   • 
   • PeterN
   • July 9, 2021

3. to vest or not to vest - DC plan

   By Jakyasar, December 28, 2020
   • 2 replies
   • 411 views
   • 
   • Jakyasar
   • December 29, 2020

4. 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

5. PBGC standard termination

   By Jakyasar, October 22, 2020
   • 6 replies
   • 1.9k views
   • 
   • Jakyasar
   • October 26, 2020

6. Distributions restricted by Office of Foreign Access Control

   By ConnieStorer, October 15, 2020
   • 7 replies
   • 802 views
   • 
   • ConnieStorer
   • October 19, 2020

7. 415 Limits for terminated plan

   By cpc0506, October 1, 2020
   • 2 replies
   • 808 views
   • 
   • BG5150
   • October 1, 2020

8. Has anyone used the PBGC DC Plan missing participant program?

   By EBP, September 30, 2020
   • 0 replies
   • 555 views
   • 
   • EBP
   • September 30, 2020

9. Terminated PBGC covered cash balance plan unresponsive participant

   By cathyw, September 10, 2020
   • 1 reply
   • 995 views
   • 
   • CuseFan
   • September 10, 2020

10. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 4.5k views
    • 
    • Luke Bailey
    • July 24, 2020

11. Revenue Sharing/credit

    By PS, June 15, 2020
    • 0 replies
    • 466 views
    • 
    • PS
    • June 15, 2020

12. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • June 18, 2020

13. Cares Act Optional?

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

14. QDRO - Date of Valuation

    By PS, April 23, 2020
    • 3 replies
    • 1.2k views
    • 
    • PS
    • June 15, 2020

15. CARES-ACT

    By PS, April 14, 2020
    • 10 replies
    • 1.3k views
    • 
    • PS
    • April 17, 2020

16. Is 100% vested required?

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

17. Plan Termination and the SECURE Act

    By msmith, February 11, 2020
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • July 29, 2020

18. Plan term - roth loan balance

    By pmacduff, January 28, 2020
    • 0 replies
    • 620 views
    • 
    • pmacduff
    • January 28, 2020

19. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2.1k views
    • 
    • Lou S.
    • December 3, 2019

20. Changing the Plan Termination Date

    By emmetttrudy, November 13, 2019
    • 1 reply
    • 768 views
    • 
    • Luke Bailey
    • November 15, 2019

21. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 2k views
    • 
    • CuseFan
    • November 1, 2019

22. Terminated Plan, Final 5500, investments remaining

    By Janice F, October 25, 2019
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • October 28, 2019

23. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.7k views
    • 
    • ERISA-Bubs
    • September 27, 2019

24. Appoint Plan Admin committee members after plan termination?

    By kmhaab, September 20, 2019
    • 7 replies
    • 935 views
    • 
    • Larry Starr
    • September 23, 2019

25. Plan termination payouts

    By pmacduff, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • September 11, 2019

26. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 946 views
    • 
    • John314
    • August 21, 2019

27. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.7k views
    • 
    • drakecohen
    • November 11, 2023

28. Top heavy for year of termination in 401(k)

    By Belgarath, July 30, 2019
    • 2 replies
    • 938 views
    • 
    • Belgarath
    • July 30, 2019

29. vesting on plan termination

    By Draper55, July 22, 2019
    • 1 reply
    • 702 views
    • 
    • 401_noob
    • July 24, 2019

30. terminated participant resurfaces

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

31. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • JustnERPA
    • April 16, 2019

32. plan termination and vesting of terminated participant

    By Chippy, March 21, 2019
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • March 26, 2019

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

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

34. Plan Termination and Guardian Plan

    By PS, February 6, 2019
    • 1 reply
    • 758 views
    • 
    • Kevin C
    • February 7, 2019

35. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 1.8k views
    • 
    • PS
    • February 6, 2019

36. Controlled Group

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

37. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.3k views
    • 
    • PS
    • January 16, 2019

38. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 2, 2019

39. stock bonus plan Closely held stock on ESBP Plan Termination

    By MadDog1111, November 29, 2018   

    • plan termination
    • closely held stock
    • (and 2 more)

      Tagged with:

      • plan termination
      • closely held stock
      • employer stock
      • esop
    • 0 replies
    • 615 views
    • 
    • MadDog1111
    • November 29, 2018

40. No filing fee for form 5300, but what about the 5310?

    By katieinny, September 21, 2018
    • 0 replies
    • 856 views
    • 
    • katieinny
    • September 21, 2018

41. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • September 12, 2018

42. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

    • db
    • 2 replies
    • 773 views
    • 
    • JARichardson
    • August 29, 2018

43. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 5.3k views
    • 
    • Greg Walker
    • August 31, 2018

44. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 1.3k views
    • 
    • Tom
    • August 13, 2018

45. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd, August 1, 2018
    • 2 replies
    • 873 views
    • 
    • Luke Bailey
    • August 2, 2018

46. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 1.3k views
    • 
    • CJ Allen
    • July 19, 2018

47. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 765 views
    • 
    • Earl
    • June 28, 2018

48. allocation of excess assets limted to 8% for non-actives

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 476 views
    • 
    • Ted Munice
    • June 26, 2018

49. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab, May 31, 2018
    • 3 replies
    • 1.2k views
    • 
    • kmhaab
    • June 5, 2018

50. Asset Sale - Plan Termination Date

    By NickG, May 2, 2018   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • May 4, 2018