Plan Terminations

1,074 topics in this forum

1. DC plan termination

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

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

   By Guest cease, May 10, 2005
   • 5 replies
   • 4k views
   • 
   • mbozek
   • May 12, 2005

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

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

4. DC Plan Termination Procedures

   By Guest Kathleen Toth, December 6, 2002
   • 10 replies
   • 3k views
   • 
   • RCK
   • December 17, 2002

5. DC Termination-Participant deceased

   By Lori H, September 10, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 11, 2008

6. De Facto Plan Termination

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

7. Dealing with QDRO

   By Randy Watson, November 22, 2010
   • 3 replies
   • 2.8k views
   • 
   • mbozek
   • November 22, 2010

8. Death of the MPPP?

   By Guest bdb, June 28, 2001
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • June 29, 2001

9. Deceased missing participants

   By pixiebear, October 18, 2023
   • 2 replies
   • 1.4k views
   • 
   • MoJo
   • October 19, 2023

10. Deceased participant

    By PS, March 18, 2024
    • 0 replies
    • 418 views
    • 
    • PS
    • March 18, 2024

11. Deceased participant's account

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 8, 2009

12. Decision Not To Request IRS Determination Letter

    By Andy the Actuary, August 25, 2014
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • August 26, 2014

13. Deductible Contribution in Year of Termination?

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

14. Deemed Defaulted

    By PS, August 15, 2022
    • 4 replies
    • 810 views
    • 
    • PS
    • August 19, 2022

15. Deemed plan termination

    By eilano, January 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • eilano
    • January 24, 2000

16. Default IRA Rollovers

    By Guest Tom:, February 12, 2010
    • 6 replies
    • 3.6k views
    • 
    • Spencer
    • May 3, 2010

17. Deferred Retirement Option Plan ("DROP")

    By Felicia, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Felicia
    • January 26, 2001

18. Defined Benefit Pension Plan -- Permanency Issue

    By JRN, March 31, 2015
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 31, 2015

19. Defined Benefit Plan Termination

    By Doghouse, October 11, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • October 13, 2011

20. Defined benefit plan termination

    By Belgarath, June 26, 2012
    • 6 replies
    • 2k views
    • 
    • Belgarath
    • July 3, 2012

21. Defined Benefit question

    By FJR, May 18, 2005
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2007

22. Defined Benefit Termination - $0 Accrued Benefit

    By pixiebear, April 14, 2022
    • 3 replies
    • 883 views
    • 
    • david rigby
    • April 15, 2022

23. Defined Benefits Pension Plan:

    By Guest ejandvj@znet.com, March 31, 2005
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • March 31, 2005

24. Definition of "affected employee" in a partial plan terminat

    By Guest Tim K, November 30, 2001
    • 2 replies
    • 2k views
    • 
    • alanm
    • December 3, 2001

25. Demo 6 on cross tested PS plan

    By Belgarath, July 28, 2009
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • October 14, 2009

26. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW, May 26, 2016   

    • Use of demutualization awards
    • reversion tax
    • 1 reply
    • 855 views
    • 
    • Mike Preston
    • May 27, 2016

27. Dental practice sold - final employer contributions

    By pmacduff, September 26, 2023
    • 4 replies
    • 913 views
    • 
    • pmacduff
    • September 28, 2023

28. Determination Letter Application

    By Guest MJ1, May 3, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 3, 2011

29. Determination letter or not?

    By PAL, January 9, 2009
    • 6 replies
    • 5.3k views
    • 
    • david rigby
    • January 9, 2009

30. determination letter process

    By Guest justbe, November 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • November 29, 2004

31. different dates on 204h notice and amendment

    By dmb, January 23, 2009
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • January 26, 2009

32. Diligent Search

    By Pension RC, March 31, 2015
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • April 10, 2015

33. Discovered plan was a PBGC Plan after termination

    By Randy Watson, March 8, 2011
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 8, 2011

34. distress termination

    By Guest stanlipton, April 10, 2013
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • April 12, 2013

35. Distress termination

    By Guest JBeck, July 31, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • August 20, 2003

36. Distribute assets within 12 months

    By Trisports, January 20, 2017
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • January 20, 2017

37. Distribute or File?

    By IRA, February 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • February 13, 2007

38. Distributing assets prior to Determination Letter

    By Guest HHR, November 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 25, 2002

39. Distribution amounts on termed plan

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

40. Distribution During Plan Termination

    By Pension RC, June 1, 2016
    • 1 reply
    • 966 views
    • 
    • My 2 cents
    • June 1, 2016

41. Distribution from terminated? plan

    By chris, May 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • chris
    • May 11, 2001

42. Distribution of an ancient MassMutual annuity from a Pension Plan.

    By Lori H, September 28, 2017
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 29, 2017

43. Distribution of annuity upon termination of plan

    By chris, April 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • May 8, 2000

44. Distribution of Assets

    By Randy Watson, August 20, 2007
    • 15 replies
    • 4.3k views
    • 
    • Randy Watson
    • August 30, 2007

45. distribution of assets after termination

    By Scuba 401, March 4, 2011
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • March 7, 2011

46. Distribution of Forfeitures at Plan Termination

    By Guest MSWilson, July 8, 2004
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

47. Distribution option based on 5310

    By Guest Sadie, November 16, 2004
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 17, 2004

48. Distribution restriction pending determination letter

    By Guest JM123, July 21, 2008
    • 8 replies
    • 2.1k views
    • 
    • david rigby
    • July 22, 2008

49. Distributions

    By Guest Paula G, October 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 4, 2010

50. Distributions After Death- 401(a)(9)

    By Guest MJO, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 13, 2002