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Plan Terminations

1,071 topics in this forum

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

    By Ted Munice,   
    • 0 replies
    • 464 views

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

    By kmhaab,
    • 3 replies
    • 1.2k views

  3. Asset Sale - Plan Termination Date

    By NickG,   
    • 1 reply
    • 1.7k views

  4. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro,
    • 1 reply
    • 860 views

  5. Unresponsive Participant

    By ratherbereading,   
    • 16 replies
    • 4.4k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.4k views

  7. ESOP Plan Termination

    By MAS,
    • 3 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 5 replies
    • 1.2k views

  9. Unsold real estate only asset in plan

    By rblum50,
    • 14 replies
    • 2.1k views

  10. Underfunded Abandoned Pension Plan

    By Saiai,   
    • 8 replies
    • 1.3k views

  11. Small Balances in PBGC Plan Term

    By Earl,
    • 0 replies
    • 516 views

  12. PS plan - company being sold

    By thepensionmaven,
    • 4 replies
    • 971 views

  13. DC plan - post termination amendment to allow partial distributions

    By Belgarath,
    • 7 replies
    • 1.9k views

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

    By waid10,
    • 10 replies
    • 2.2k views

  15. Participants reappear after plan termination

    By Carol V. Calhoun,
    • 7 replies
    • 1.3k views

  16. Given the cost of filing a 5310, how many are still doing it?

    By katieinny,   
    • 9 replies
    • 3.9k views

  17. SIMPLE IRA termination

    By HipHiro,
    • 1 reply
    • 864 views

  18. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

    By jessica401(k),
    • 7 replies
    • 1.8k views

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

    By Lori H,
    • 3 replies
    • 1.1k views

  20. plan termination and final paycheck timing

    By K2retire,
    • 5 replies
    • 2.2k views

  21. 5500 Due Date

    By Dougsbpc,
    • 4 replies
    • 5.4k views

  22. Terminating plan with unresponsive beneficiary

    By K2retire,   
    • 10 replies
    • 3.1k views

  23. plan year end and extension due date for merged plan?

    By kwalified,
    • 6 replies
    • 1.6k views

  24. 403(b) termination - restated document?

    By Belgarath,
    • 4 replies
    • 1k views

  25. Allocation of Surplus Assets

    By Pension RC,
    • 4 replies
    • 1.6k views

  26. Partial Termination - 100% Vesting Question

    By MarZDoates,
    • 7 replies
    • 4.6k views

  27. Plan termination, top heavy

    By DMcGovern,
    • 3 replies
    • 2.3k views

  28. Frozen 401k plan

    By cpc0506,
    • 9 replies
    • 2.6k views

  29. Plan termination - short year or not?

    By Belgarath,
    • 3 replies
    • 1.1k views

  30. Plan Termination Date Revision

    By 401_noob,
    • 2 replies
    • 1.2k views

  31. NOIT - 60 days

    By ndj2377,
    • 2 replies
    • 1.1k views

  32. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW,
    • 7 replies
    • 1.5k views

  33. Safe harbor contrib

    By thepensionmaven,   
    • 1 reply
    • 1.1k views

  34. Partial Plan Termination?

    By Belgarath,
    • 1 reply
    • 662 views

  35. Final 5500 Extended Due Date

    By Pension RC,
    • 2 replies
    • 1.4k views

  36. Active receiving benefit

    By Pension RC,
    • 1 reply
    • 849 views

  37. Overfunded Defined Benefit Small Plan Termination

    By overfunded,
    • 4 replies
    • 2.4k views

  38. File 5310 in advance of termination date?

    By cathyw,
    • 3 replies
    • 947 views

  39. PBGC plan termination and DRO

    By pensionreview,
    • 2 replies
    • 751 views

  40. Distribute assets within 12 months

    By Trisports,
    • 4 replies
    • 1.3k views

  41. small plan termination. taxes not withheld

    By Lori H,
    • 1 reply
    • 1.2k views

  42. Stale Uncashed Checks After Plan Termination - what to do with them?

    By waid10,   
    • 14 replies
    • 3.8k views

  43. Merging plan but noted as Terminating on plan audit

    By Lori H,
    • 2 replies
    • 705 views

  44. Insurance in terminating MPP plan

    By kwalified,
    • 4 replies
    • 1.2k views

  45. profit sharing plan with insurance

    By thepensionmaven,
    • 4 replies
    • 1k views

  46. GIC Surrender Charge - Terminated Plan

    By 52626,
    • 10 replies
    • 2.3k views

  47. Merging of assets except loans

    By Lori H,
    • 16 replies
    • 2.5k views

  48. QTA Needed for Abandoned Plan

    By Flyboyjohn,
    • 5 replies
    • 2.2k views

  49. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant,
    • 4 replies
    • 1.5k views

  50. Distribution During Plan Termination

    By Pension RC,
    • 1 reply
    • 962 views
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