Plan Terminations

1,069 topics in this forum

1. Any consequences of partial plan termination other than vesting?

   By John A, January 14, 2000
   • 2 replies
   • 2.3k views
   • 
   • Alf
   • January 14, 2000

2. Plan Termination and RMD

   By Dougsbpc, March 26, 2010
   • 1 reply
   • 2.3k views
   • 
   • mbozek
   • March 28, 2010

3. GIC Surrender Charge - Terminated Plan

   By 52626, February 26, 2016
   • 10 replies
   • 2.3k views
   • 
   • GMK
   • July 21, 2016

4. Terminating K Plan--lump sum distributions

   By JWK, March 13, 2000
   • 7 replies
   • 2.3k views
   • 
   • Bill Berke
   • June 14, 2000

5. Successor Plan Rule: 401(k)

   By Idioteque9004, February 13, 2024   

   • successor plan rule
   • plan termination
   • 6 replies
   • 2.3k views
   • 
   • G8Rs
   • February 13, 2024

6. what to do with Forfeitures

   By Spencer, December 11, 2008
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • December 18, 2008

7. Top-Heavy "add backs" in the case of plan termination.

   By KJohnson, March 12, 2003
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • March 27, 2003

8. Proposed Termination Date - 401(k) Plan

   By PJ2009, May 5, 2009
   • 5 replies
   • 2.3k views
   • 
   • PJ2009
   • May 12, 2009

9. Plan Termination and the SECURE Act

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

10. 401a plan termination -

    By Guest shmoo2, June 27, 2007
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 27, 2007

11. Post retirement benefits - plan terminating

    By almostanactuary, March 23, 2015
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • March 23, 2015

12. 8717 user fee

    By Guest jim williams, October 12, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • October 15, 2004

13. Who can receive an allocation in a qualified replacement plan?

    By Guest Nadyne, January 8, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 9, 2000

14. Terminated Defined Benefit Plan

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

15. Plan Termination of DB Plan

    By Egold, September 12
    • 4 replies
    • 2.2k views
    • 
    • david rigby
    • September 15

16. Plan termination, top heavy

    By DMcGovern, June 7, 2017
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 9, 2017

17. Plan to Plan transfer on plan termination

    By dmb, May 22, 2006
    • 7 replies
    • 2.2k views
    • 
    • dmb
    • May 24, 2006

18. Money Purchase Plan Term / Required Contribution

    By sdix401k, September 3, 2008
    • 12 replies
    • 2.2k views
    • 
    • sdix401k
    • September 4, 2008

19. When are benefits paid?

    By richard, May 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Dan
    • May 27, 1999

20. Terminate Keogh PS and start SEP

    By Guest kprhok, July 22, 2009
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 22, 2009

21. What is the due date of a final return?

    By lkpittman, August 10, 2000
    • 6 replies
    • 2.2k views
    • 
    • lkpittman
    • August 15, 2000

22. Reversion and UBIT

    By Guest LBBarr, June 15, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 1999

23. Terminating Keogh and Required Minimum Distribution

    By Guest kcousin, December 19, 2001
    • 1 reply
    • 2.2k views
    • 
    • jaemmons
    • December 20, 2001

24. Participant loans from a terminated plan waiting on an IRS determinati

    By Guest acathcart, June 15, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 15, 1999

25. DB plan terminating with excess assets

    By Belgarath, February 23, 2007
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • February 23, 2007

26. Partial Plan Termination - Controlled Group of Corps with 2 plans ( 1

    By Guest HFOSTER, November 13, 2002
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • November 13, 2002

27. Trailing Dividends and Plan Termination

    By Guest jjren, December 29, 2009
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • December 30, 2009

28. QTA Needed for Abandoned Plan

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

29. Plan Loans under a terminating plan.

    By katieinny, March 23, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • March 24, 2004

30. IRA accounts for Missing Participants

    By Guest rgorman, December 21, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 22, 2006

31. 204(h) notice and IRC 4980F

    By chris, September 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 10, 2001

32. 401(h) plan termination - how to distribute assets?

    By Guest schneiderdowns, September 2, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 2, 2004

33. Is plan required to contact participant in prison?

    By jkharvey, October 21, 2013   

    • Distribution at Plan term.
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 25, 2013

34. 204(h) notice on termination

    By Guest JM123, July 14, 2008
    • 3 replies
    • 2.2k views
    • 
    • JanetM
    • July 16, 2008

35. beneficiary designation

    By Guest hester, June 28, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 29, 2008

36. Mandatory Rollover from Terminating DB to DC Plan

    By Guest Grumpy456, May 24, 2007
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • May 24, 2007

37. Required plan amendments acceleration when you terminate a plan

    By Guest Enda80, July 5, 2008
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • July 26, 2008

38. plan termination and final paycheck timing

    By K2retire, September 27, 2017
    • 5 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • September 28, 2017

39. Non-responsive participants

    By Guest CWM, December 20, 2009
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 28, 2011

40. IRS rejecting withholding amounts with "inactive" TIN on terminating plans

    By Belgarath, December 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • No Name
    • December 2, 2004

41. What do you non responding participants? Payout less 20%?

    By Guest William Lehman, June 17, 1999
    • 4 replies
    • 2.2k views
    • 
    • Dowist
    • June 21, 1999

42. 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

43. Missing Trustee

    By Guest Phil5421, June 18, 2008
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • June 18, 2008

44. Plan termination

    By Belgarath, November 8, 2011
    • 9 replies
    • 2.1k views
    • 
    • Belgarath
    • November 10, 2011

45. Excise tax on Qualified Replacement Plan after 7 years

    By Renee H, October 4, 2022
    • 9 replies
    • 2.1k views
    • 
    • Jakyasar
    • October 25, 2022

46. Spin-off of Muliple-Employer DB

    By Guest wolfpack, June 8, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 16, 1999

47. Any way to anonymously confirm PBGC Form 500 filing?

    By Guest pension222, April 17, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2001

48. Sponsor asks: Downside to abandoning a plan?

    By AlbanyConsultant, January 15, 2015
    • 5 replies
    • 2.1k views
    • 
    • AlbanyConsultant
    • January 16, 2015

49. DB Terminated and assets distributed - somehow missed an account

    By waid10, December 18, 2017
    • 10 replies
    • 2.1k views
    • 
    • waid10
    • January 9, 2018

50. Allocation or reversion of demutualization proceeds received from a gr

    By Everett Moreland, April 9, 2001
    • 6 replies
    • 2.1k views
    • 
    • Everett Moreland
    • October 31, 2001