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Plan Terminations

1,069 topics in this forum

  1. Unsold real estate only asset in plan

    By rblum50,
    • 14 replies
    • 2.1k views

  2. Underfunded Abandoned Pension Plan

    By Saiai,   
    • 8 replies
    • 1.3k views

  3. Small Balances in PBGC Plan Term

    By Earl,
    • 0 replies
    • 485 views

  4. PS plan - company being sold

    By thepensionmaven,
    • 4 replies
    • 957 views

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

    By Belgarath,
    • 7 replies
    • 1.9k views

  6. Terminating Phantom Stock Plan

    By TaxLawyer1978,
    • 9 replies
    • 4.8k views

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

    By waid10,
    • 10 replies
    • 2.1k views

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

    By katieinny,   
    • 9 replies
    • 3.9k views

  9. SIMPLE IRA termination

    By HipHiro,
    • 1 reply
    • 853 views

  10. Safe Harbor Mid-Year Termination

    By Vlad401k,
    • 6 replies
    • 8.5k views

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

    By jessica401(k),
    • 7 replies
    • 1.7k views

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

    By Lori H,
    • 3 replies
    • 1.1k views

  13. plan termination and final paycheck timing

    By K2retire,
    • 5 replies
    • 2.2k views

  14. 5500 Due Date

    By Dougsbpc,
    • 4 replies
    • 5.3k views

  15. Terminating plan with unresponsive beneficiary

    By K2retire,   
    • 10 replies
    • 3.1k views

  16. 403(b) termination - restated document?

    By Belgarath,
    • 4 replies
    • 991 views

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

    By kwalified,
    • 6 replies
    • 1.5k views

  18. Allocation of Surplus Assets

    By Pension RC,
    • 4 replies
    • 1.6k views

  19. Plan termination, top heavy

    By DMcGovern,
    • 3 replies
    • 2.2k views

  20. Plan termination - short year or not?

    By Belgarath,
    • 3 replies
    • 1.1k views

  21. Frozen 401k plan

    By cpc0506,
    • 9 replies
    • 2.6k views

  22. Plan Termination Date Revision

    By 401_noob,
    • 2 replies
    • 1.1k views

  23. Options Available to Actives

    By ndj2377,
    • 9 replies
    • 1.4k views

  24. NOIT - 60 days

    By ndj2377,
    • 2 replies
    • 1.1k views

  25. Cash Balance Plan Termination - Difficult Annuity Purchase

    By DW,
    • 7 replies
    • 1.5k views

  26. Participants reappear after plan termination

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

  27. Partial Termination - 100% Vesting Question

    By MarZDoates,
    • 7 replies
    • 4.5k views

  28. Safe harbor contrib

    By thepensionmaven,   
    • 1 reply
    • 1k views

  29. Partial Plan Termination?

    By Belgarath,
    • 1 reply
    • 651 views

  30. Final 5500 Extended Due Date

    By Pension RC,
    • 2 replies
    • 1.4k views

  31. Active receiving benefit

    By Pension RC,
    • 1 reply
    • 834 views

  32. Overfunded Defined Benefit Small Plan Termination

    By overfunded,
    • 4 replies
    • 2.3k views

  33. File 5310 in advance of termination date?

    By cathyw,
    • 3 replies
    • 937 views

  34. PBGC plan termination and DRO

    By pensionreview,
    • 2 replies
    • 740 views

  35. Distribute assets within 12 months

    By Trisports,
    • 4 replies
    • 1.3k views

  36. small plan termination. taxes not withheld

    By Lori H,
    • 1 reply
    • 1.2k views

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

    By waid10,   
    • 14 replies
    • 3.7k views

  38. Merging plan but noted as Terminating on plan audit

    By Lori H,
    • 2 replies
    • 697 views

  39. Insurance in terminating MPP plan

    By kwalified,
    • 4 replies
    • 1.2k views

  40. profit sharing plan with insurance

    By thepensionmaven,
    • 4 replies
    • 1k views

  41. QTA Needed for Abandoned Plan

    By Flyboyjohn,
    • 5 replies
    • 2.2k views

  42. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

  43. Distribution During Plan Termination

    By Pension RC,
    • 1 reply
    • 949 views

  44. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW,   
    • 1 reply
    • 836 views

  45. DB Plan terminating with excess assets

    By Belgarath,
    • 5 replies
    • 1.5k views

  46. Plan Frozen in the 90s - 436 / AFTAP Question

    By Griswold,
    • 6 replies
    • 1.9k views

  47. Plan terminated. Assets distributed. Then.....

    By MLML,
    • 0 replies
    • 849 views

  48. $3.17 interest - Non-amender

    By imchipbrown,
    • 5 replies
    • 1.3k views

  49. Form 500 Line 9 - Active Participants Covered by Other Plans

    By Pension RC,
    • 3 replies
    • 616 views

  50. DB Plan termination with insufficient assets and waiver of benefits

    By rodin111,   
    • 8 replies
    • 1.9k views
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