Plan Terminations

1,069 topics in this forum

1. Plan termination

   By Belgarath, April 28, 2009
   • 5 replies
   • 2.6k views
   • 
   • J Simmons
   • May 2, 2009

2. distress termination

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

3. Form 5310

   By Belgarath, May 21, 2003
   • 5 replies
   • 1.7k views
   • 
   • BFree
   • May 21, 2003

4. Uncashed checks returned to employee account in terminated plan

   By Guest carolg, June 20, 2012
   • 5 replies
   • 2.5k views
   • 
   • 00hskrgrl
   • June 22, 2012

5. Plan Termination

   By PS, January 11, 2024
   • 5 replies
   • 1.3k views
   • 
   • TheBoxMan
   • January 25, 2024

6. Amendment for Terminating Plan

   By chris, December 6, 2005
   • 5 replies
   • 3k views
   • 
   • namealreadyinuse
   • January 23, 2006

7. Required Full Vesting

   By Hoard1, August 11, 1999
   • 5 replies
   • 2k views
   • 
   • chris
   • August 24, 1999

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

   By Guest cease, May 10, 2005
   • 5 replies
   • 3.9k views
   • 
   • mbozek
   • May 12, 2005

9. hardhip distribution during pending termination

   By k man, January 27, 2004
   • 5 replies
   • 1.6k views
   • 
   • QDROphile
   • February 2, 2004

10. Looking for Plan Amendment Language

    By Guest thepensionman, December 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 2004

11. Terminate Solo 401k to consolidate into SEP IRA

    By jjfacejj, April 29, 2015
    • 5 replies
    • 3.5k views
    • 
    • Bird
    • May 4, 2015

12. DB Plan terminating with excess assets

    By Belgarath, May 17, 2016
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • May 17, 2016

13. 401k termination, start SIMPLE

    By LMK TPA, November 14, 2023
    • 5 replies
    • 1.9k views
    • 
    • LMK TPA
    • November 16, 2023

14. plan termination and final paycheck timing

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

15. How to handle unexpected receipt of demutualization funds; DB plan already terminated

    By Guest pensionadmin, September 25, 2003
    • 5 replies
    • 3.1k views
    • 
    • KJohnson
    • September 26, 2003

16. Board Res. to Terminate

    By Guest penman, October 17, 2005
    • 5 replies
    • 3.5k views
    • 
    • RTK
    • October 28, 2005

17. Plan assets reverted to the employer

    By Elizabeth Matthews, January 24
    • 5 replies
    • 1.1k views
    • 
    • Jeff Hartmann
    • January 29

18. Form 8717 and related user fee for termination (F5310)

    By jkharvey, January 27, 2002
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 28, 2002

19. Sponsor asks: Downside to abandoning a plan?

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

20. Controlled Group

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

21. What to do with a participant who doesn't want to be paid out?

    By Santo Gold, December 20, 2006
    • 5 replies
    • 3k views
    • 
    • Guest
    • July 18, 2007

22. Proposed Termination Date - 401(k) Plan

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

23. Required plan amendments acceleration when you terminate a plan

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

24. Non-responsive participants

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

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

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

26. Where does it say LOD is voluntary

    By ombskid, May 21, 2012
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • May 21, 2012

27. Private Annuities

    By Guest Ellen Levy, May 14, 2010
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

28. Terminated Plan, Final 5500, investments remaining

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

29. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.7k views
    • 
    • Pam Shoup
    • June 22, 2022

30. DB Termination - Rollover Question

    By Guest ebailey, January 27, 2010
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • January 27, 2010

31. Majority Owner Wants to Dump Stock Now

    By Dougsbpc, March 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 17, 2008

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

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

33. contributions after termination

    By Scuba 401, May 31, 2012
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • June 1, 2012

34. Plan Year End

    By Pension RC, February 4, 2014
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 5, 2014

35. GUST/EGTRRA Amendments for Terminated Plan

    By Guest enelson, January 29, 2003
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 29, 2003

36. Termination of PSP Portion of 401(k) Plan

    By chris, June 27, 2011
    • 4 replies
    • 2.3k views
    • 
    • Kevin C
    • June 29, 2011

37. PBGC Form 500- DB plan termination

    By Guest Teddie, September 11, 2007
    • 4 replies
    • 2.5k views
    • 
    • D Syrett
    • December 10, 2007

38. Can employer take action now to terminate money purchase pension plan effective 1/1/03?

    By Guest tws, October 3, 2003
    • 4 replies
    • 1.9k views
    • 
    • chris
    • October 6, 2003

39. OFAC

    By PS, April 8, 2024
    • 4 replies
    • 849 views
    • 
    • Peter Gulia
    • April 9, 2024

40. Terminating a Safe Harbor 401k Plan

    By DP, May 3, 2004
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 17, 2004

41. Discovered plan was a PBGC Plan after termination

    By Randy Watson, March 8, 2011
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 8, 2011

42. Excess assets in DB Plan Termination with no Plan Sponsor

    By ConnieStorer, April 8, 2024
    • 4 replies
    • 1.5k views
    • 
    • ConnieStorer
    • April 9, 2024

43. Successor plan rules and one participant plans

    By TMcfall, June 16, 2021
    • 4 replies
    • 871 views
    • 
    • Luke Bailey
    • June 19, 2021

44. Plan termination (DC - 401(k) plan

    By Belgarath, December 11, 2024
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 11, 2024

45. 401(k) plan terminated 1 year + but assets not yet distributed

    By jlea, September 10, 2008
    • 4 replies
    • 3k views
    • 
    • jlea
    • September 16, 2008

46. 1099-R for an annuity?

    By JButtrick, June 6, 2012
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • June 11, 2012

47. Plan Termination - vesting

    By Lou81, February 17, 2022
    • 4 replies
    • 745 views
    • 
    • Lou81
    • February 18, 2022

48. Current 5310 Timing

    By Guest bobolink, December 3, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2009

49. Allocation of Surplus Assets

    By Pension RC, July 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • CuseFan
    • July 14, 2017

50. Terminated Plan with an Illiquid Asset

    By Scott, September 13, 2007
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 14, 2007