Plan Terminations

1,069 topics in this forum

1. Distributions restricted by Office of Foreign Access Control

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

2. 415 Limits for terminated plan

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

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

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

4. Terminated PBGC covered cash balance plan unresponsive participant

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

5. Safe Harbor Plan Termination

   By AmyETPA, July 22, 2020
   • 4 replies
   • 4.3k views
   • 
   • Luke Bailey
   • July 24, 2020

6. Revenue Sharing/credit

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

7. Form 5310 and loans

   By BenefitsBum, June 3, 2020
   • 4 replies
   • 1.3k views
   • 
   • RatherBeGolfing
   • June 18, 2020

8. Cares Act Optional?

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

9. QDRO - Date of Valuation

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

10. CARES-ACT

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

11. Is 100% vested required?

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

12. Plan Termination and the SECURE Act

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

13. Plan term - roth loan balance

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

14. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2k views
    • 
    • Lou S.
    • December 3, 2019

15. Changing the Plan Termination Date

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

16. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • November 1, 2019

17. Terminated Plan, Final 5500, investments remaining

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

18. Successor Plan Issue

    By ERISA-Bubs, September 24, 2019
    • 10 replies
    • 3.6k views
    • 
    • ERISA-Bubs
    • September 27, 2019

19. Appoint Plan Admin committee members after plan termination?

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

20. Plan termination payouts

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

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

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

22. Safe Harbor 401k Plan Termination

    By mming, July 31, 2019
    • 4 replies
    • 5.4k views
    • 
    • drakecohen
    • November 11, 2023

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

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

24. vesting on plan termination

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

25. terminated participant resurfaces

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

26. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.2k views
    • 
    • JustnERPA
    • April 16, 2019

27. plan termination and vesting of terminated participant

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

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

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

29. Plan Termination and Guardian Plan

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

30. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 1.7k views
    • 
    • PS
    • February 6, 2019

31. Controlled Group

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

32. MPP Plan

    By PS, January 15, 2019
    • 8 replies
    • 1.2k views
    • 
    • PS
    • January 16, 2019

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

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

34. 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
    • 593 views
    • 
    • MadDog1111
    • November 29, 2018

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

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

36. dumb question RE unlocated participant

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

37. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

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

38. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 5.2k views
    • 
    • Greg Walker
    • August 31, 2018

39. vesting for terminated participant

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

40. Lump Sum Option for Current Retirees upon Plan Termination

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

41. Partial plan termination - employees fired for dishonesty

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

42. Amending a plan after submitting to PBGC

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

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

    By Ted Munice, June 26, 2018   

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

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

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

45. 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
    • 1.6k views
    • 
    • Lou S.
    • May 4, 2018

46. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 845 views
    • 
    • Madison71
    • April 5, 2018

47. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • March 23, 2018

48. Plan is terminating, not the participant: RMD needed?

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 1.4k views
    • 
    • AlbanyConsultant
    • March 23, 2018

49. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 4.3k views
    • 
    • Belgarath
    • March 26, 2018

50. Refund of fees reactivates plan over a year later?

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • March 19, 2018