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Plan Terminations

1,078 topics in this forum

  1. Missed the deadline to file the PBGC 500

    By JARichardson,   
    • 2 replies
    • 873 views

  2. vesting for terminated participant

    By Tom,
    • 4 replies
    • 1.4k views
    • Tom
    • Tom

  3. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd,
    • 2 replies
    • 967 views

  4. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick,
    • 3 replies
    • 1.9k views

  5. Partial plan termination - employees fired for dishonesty

    By rblum50,
    • 12 replies
    • 1.5k views

  6. Options Available to Actives

    By ndj2377,
    • 9 replies
    • 1.6k views

  7. Amending a plan after submitting to PBGC

    By Earl,
    • 2 replies
    • 872 views

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

    By Ted Munice,   
    • 0 replies
    • 554 views

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

    By kmhaab,
    • 3 replies
    • 1.4k views

  10. Asset Sale - Plan Termination Date

    By NickG,   
    • 1 reply
    • 1.8k views

  11. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro,
    • 1 reply
    • 978 views

  12. Unresponsive Participant

    By ratherbereading,   
    • 16 replies
    • 4.8k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.5k views

  14. ESOP Plan Termination

    By MAS,
    • 3 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

  16. Unsold real estate only asset in plan

    By rblum50,
    • 14 replies
    • 2.3k views

  17. Underfunded Abandoned Pension Plan

    By Saiai,   
    • 8 replies
    • 1.6k views

  18. Small Balances in PBGC Plan Term

    By Earl,
    • 0 replies
    • 587 views

  19. PS plan - company being sold

    By thepensionmaven,
    • 4 replies
    • 1.1k views

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

    By Belgarath,
    • 7 replies
    • 2.1k views

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

    By waid10,
    • 10 replies
    • 2.4k views

  22. Participants reappear after plan termination

    By Carol V. Calhoun,
    • 7 replies
    • 1.5k views

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

    By katieinny,   
    • 9 replies
    • 4.1k views

  24. SIMPLE IRA termination

    By HipHiro,
    • 1 reply
    • 931 views

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

    By jessica401(k),
    • 7 replies
    • 2k views

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

    By Lori H,
    • 3 replies
    • 1.4k views

  27. plan termination and final paycheck timing

    By K2retire,
    • 5 replies
    • 2.5k views

  28. 5500 Due Date

    By Dougsbpc,
    • 4 replies
    • 5.6k views

  29. Terminating plan with unresponsive beneficiary

    By K2retire,   
    • 10 replies
    • 3.4k views

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

    By kwalified,
    • 6 replies
    • 1.7k views

  31. 403(b) termination - restated document?

    By Belgarath,
    • 4 replies
    • 1.1k views

  32. Allocation of Surplus Assets

    By Pension RC,
    • 4 replies
    • 1.8k views

  33. Partial Termination - 100% Vesting Question

    By MarZDoates,
    • 7 replies
    • 4.9k views

  34. Plan termination, top heavy

    By DMcGovern,
    • 3 replies
    • 2.4k views

  35. Frozen 401k plan

    By cpc0506,
    • 9 replies
    • 2.8k views

  36. Plan termination - short year or not?

    By Belgarath,
    • 3 replies
    • 1.2k views

  37. Plan Termination Date Revision

    By 401_noob,
    • 2 replies
    • 1.3k views

  38. NOIT - 60 days

    By ndj2377,
    • 2 replies
    • 1.3k views

  39. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW,
    • 7 replies
    • 1.8k views

  40. Safe harbor contrib

    By thepensionmaven,   
    • 1 reply
    • 1.1k views

  41. Partial Plan Termination?

    By Belgarath,
    • 1 reply
    • 716 views

  42. Final 5500 Extended Due Date

    By Pension RC,
    • 2 replies
    • 1.5k views

  43. Active receiving benefit

    By Pension RC,
    • 1 reply
    • 900 views

  44. Overfunded Defined Benefit Small Plan Termination

    By overfunded,
    • 4 replies
    • 2.5k views

  45. File 5310 in advance of termination date?

    By cathyw,
    • 3 replies
    • 1k views

  46. PBGC plan termination and DRO

    By pensionreview,
    • 2 replies
    • 845 views

  47. Distribute assets within 12 months

    By Trisports,
    • 4 replies
    • 1.4k views

  48. small plan termination. taxes not withheld

    By Lori H,
    • 1 reply
    • 1.3k views

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

    By waid10,   
    • 14 replies
    • 4.2k views

  50. Merging plan but noted as Terminating on plan audit

    By Lori H,
    • 2 replies
    • 783 views
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