Plan Terminations

1,075 topics in this forum

1. 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

2. Missing Participant

   By Randy Watson, January 24, 2008
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • February 15, 2008

3. Filing for Determination on a DB plan

   By Lori H, June 2, 2011
   • 1 reply
   • 2.1k views
   • 
   • John Feldt ERPA CPC QPA
   • June 3, 2011

4. Terminate plan and rollover to existing plan

   By John A, October 26, 1999
   • 4 replies
   • 2.1k views
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   • Guest
   • November 1, 1999

5. 401(k) Plan Termination

   By Guest Jane Freeman, October 23, 2002
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • October 28, 2002

6. Once a plan has been terminated and the trust is closed, for what peri

   By Guest Aylmer Magill, October 31, 2000
   • 2 replies
   • 2.1k views
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   • david rigby
   • November 1, 2000

7. Retroactive Plan Term Eff Date and Current Salary Deferred Contributions

   By Tinman, April 11, 2007
   • 5 replies
   • 2.1k views
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   • Tinman
   • April 12, 2007

8. IRS Announcement 2011-82

   By Doghouse, April 24, 2012
   • 6 replies
   • 2.1k views
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   • Kevin C
   • April 26, 2012

9. Distribution restriction pending determination letter

   By Guest JM123, July 21, 2008
   • 8 replies
   • 2.1k views
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   • david rigby
   • July 22, 2008

10. Payment Options for a Terminated Plan

    By Guest Sara H, August 26, 1999
    • 4 replies
    • 2.1k views
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    • david rigby
    • August 26, 1999

11. Unsold real estate only asset in plan

    By rblum50, February 27, 2018
    • 14 replies
    • 2.1k views
    • 
    • BG5150
    • March 5, 2018

12. 401K Plan Termination freeze

    By Snicky, November 25, 2019
    • 9 replies
    • 2.1k views
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    • Lou S.
    • December 3, 2019

13. 5310 Mailing address changed?

    By Sully, June 22, 2007
    • 1 reply
    • 2.1k views
    • 
    • maverick
    • June 25, 2007

14. Termination of Safe Harbor 401(k)

    By MarZDoates, November 3, 2006
    • 2 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 3, 2006

15. Plan Terminations

    By Guest emmpsrm, November 24, 2008
    • 6 replies
    • 2.1k views
    • 
    • Bird
    • November 26, 2008

16. Plan Term Fees

    By dmb, June 29, 2000
    • 4 replies
    • 2.1k views
    • 
    • KJohnson
    • July 11, 2000

17. 401k termination, start SIMPLE

    By LMK TPA, November 14, 2023
    • 5 replies
    • 2.1k views
    • 
    • LMK TPA
    • November 16, 2023

18. force out distributions with QJSA provisions

    By K2retire, August 28, 2012
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • August 29, 2012

19. Qualified Replacement Plan, overfunded DB plan

    By John Feldt ERPA CPC QPA, April 19, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 20, 2007

20. Asset with zero value

    By Guest Sheryl L, August 28, 2002
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • August 29, 2002

21. Bankruptcy termination, DOL audit, late 5500 (Oh my)

    By Saiai, October 9, 2013
    • 2 replies
    • 2.1k views
    • 
    • Lou S.
    • October 9, 2013

22. Termination after stock acquisition

    By Guest djn, August 22, 2007
    • 1 reply
    • 2.1k views
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    • Guest
    • August 24, 2007

23. Terminated Plan - Participant won't respond

    By DP, November 3, 2005
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • November 3, 2005

24. DC plan termination

    By thepensionmaven, March 10, 2011
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2011

25. Partial Plan Termination & Reinstate Forfeitures

    By Gruegen, April 20, 2015
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • April 20, 2015

26. Fully Vest Termed EEs Non-vested Bals?

    By Guest cole stevenson, August 28, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2000

27. Unresponsive Participant

    By Randy Watson, February 21, 2007
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 22, 2007

28. no response to distribution froms for a terminating money purchase pla

    By Guest Elizabeth Gaskins, April 15, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • April 17, 2002

29. Adopting employer wants out

    By Santo Gold, February 19, 2009
    • 4 replies
    • 2.1k views
    • 
    • J Simmons
    • February 19, 2009

30. Insufficient termination -- how to make sufficient

    By richard, November 27, 2000
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • August 9, 2002

31. ps plan: freeze or terminate?

    By Lori H, October 18, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • October 19, 2005

32. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep, June 29, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 29, 1999

33. Defined benefit plan termination

    By Belgarath, June 26, 2012
    • 6 replies
    • 2.1k views
    • 
    • Belgarath
    • July 3, 2012

34. Standard PBGC Termination - Timing of Amendment/Resolution

    By emmetttrudy, October 27, 2014
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • November 26, 2014

35. 401(k) Term, Testing and 401(a)(17) proration?

    By Lou S., June 27, 2014
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • June 30, 2014

36. Forfeiture account

    By PS, August 16, 2021
    • 13 replies
    • 2k views
    • 
    • Linda Wilkins
    • August 18, 2021

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

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

38. Partial Plan Termination

    By doombuggy, June 22, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

39. Terminating non-PBGC covered Defined Benefit Plan

    By pixiebear, November 1, 2019
    • 1 reply
    • 2k views
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    • CuseFan
    • November 1, 2019

40. Definition of "affected employee" in a partial plan terminat

    By Guest Tim K, November 30, 2001
    • 2 replies
    • 2k views
    • 
    • alanm
    • December 3, 2001

41. MPP PSP Merger / 5500

    By Guest ElKH, June 18, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 19, 2003

42. Timing of PPA Amendment

    By MarZDoates, October 24, 2007
    • 1 reply
    • 2k views
    • 
    • Bird
    • October 25, 2007

43. Liability for "Missed" Participants When Sponsors Dissolves

    By Übernerd, March 15, 2007
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • March 15, 2007

44. Interested Party Notice

    By Guest, November 3, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 5, 1999

45. Terminated Plan - Participants Refuse to Take Distribution

    By BTH, August 21, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 5, 2002

46. Cash Balance Termination

    By Guest Tad77, September 26, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 26, 2006

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

    By rodin111, May 2, 2016   

    • plan termination
    • waiver of benefit
    • 8 replies
    • 2k views
    • 
    • rodin111
    • May 3, 2016

48. Haunted by Ghost of Participant Past

    By Ron Snyder, October 7, 2000
    • 4 replies
    • 2k views
    • 
    • John A
    • October 10, 2000

49. Terminated DC Plan - Missing Participants

    By David, August 11, 1999
    • 0 replies
    • 2k views
    • 
    • David
    • August 11, 1999

50. Rollover vs. Annuity

    By Just Me, December 16, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 29, 2004