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Plan Terminations

1,074 topics in this forum

  1. QTA Needed for Abandoned Plan

    By Flyboyjohn,
    • 5 replies
    • 2.2k views

  2. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant,
    • 4 replies
    • 1.5k views

  3. Distribution During Plan Termination

    By Pension RC,
    • 1 reply
    • 965 views

  4. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW,   
    • 1 reply
    • 855 views

  5. Forfeiture allocations for terminating plan

    By Guest epoffice,
    • 4 replies
    • 1.9k views

  6. DB Plan terminating with excess assets

    By Belgarath,
    • 5 replies
    • 1.6k views

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

    By Griswold,
    • 6 replies
    • 1.9k views

  8. $3.17 interest - Non-amender

    By imchipbrown,
    • 5 replies
    • 1.3k views

  9. Plan terminated. Assets distributed. Then.....

    By MLML,
    • 0 replies
    • 866 views

  10. Missing Participants with no Social Security #s

    By Guest maddie7,
    • 3 replies
    • 1.3k views

  11. Self-employed, no contributions

    By Guest ewhitmore,
    • 4 replies
    • 1.4k views

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

    By Pension RC,
    • 3 replies
    • 636 views

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

    By rodin111,   
    • 8 replies
    • 2k views

  14. Form 5310 for DB Termination When Aggregated for testing

    By rodin111,   
    • 0 replies
    • 989 views

  15. Partial termination

    By pmacduff,
    • 6 replies
    • 1.4k views

  16. Retroactive plan termination amendment

    By John A,
    • 3 replies
    • 3.3k views

  17. RMD for non-owner employed beyond age 70.5

    By Kevin C,
    • 8 replies
    • 2.4k views

  18. DB Plan termination - required amendments?

    By Belgarath,
    • 0 replies
    • 663 views

  19. Plan Termination - Post PPA restatement - DC plan

    By Lou S.,
    • 3 replies
    • 1.3k views

  20. Plan Compensation limited

    By rcline46,
    • 3 replies
    • 840 views

  21. Terminating DB with Insufficient Assets

    By Dougsbpc,
    • 1 reply
    • 912 views

  22. Owner Waiver

    By Cloudy,
    • 1 reply
    • 994 views

  23. Sale of dental practice without plan termination

    By ConnieStorer,
    • 6 replies
    • 1.6k views

  24. Partial Plan Termination / Statute of Limitations

    By Guest BenefitsMind,   
    • 4 replies
    • 1.7k views

  25. Plan terminating, but wife has gone awol

    By kwalified,
    • 6 replies
    • 1.2k views

  26. Termination after settlement but before QDRO entered

    By Salt1968,   
    • 4 replies
    • 2k views

  27. DB plan distributions to active employees

    By Übernerd,   
    • 0 replies
    • 1k views

  28. Found Money after Termination

    By Briandfox,
    • 8 replies
    • 1.4k views

  29. PBGC requesting extra information with form 501

    By SheilaD,   
    • 3 replies
    • 1.8k views

  30. 403(b) Delayed Plan Termination

    By dangocek,   
    • 1 reply
    • 1.2k views

  31. Question of Post-Distribution Certification

    By Pension RC,
    • 1 reply
    • 979 views

  32. Reportable Event After Plan Termination Date

    By JJRetirement,
    • 2 replies
    • 1.4k views

  33. Partial Plan Temination - "Affected" Participants

    By Flyboyjohn,
    • 2 replies
    • 1.4k views

  34. HCE takes benefit first

    By Dougsbpc,
    • 1 reply
    • 917 views

  35. Obtaining Annuity Bidders

    By Andy the Actuary,
    • 1 reply
    • 1.1k views

  36. Post Termination Revenue Sharing

    By Ed Proulx,   
    • 3 replies
    • 1.6k views

  37. Terminated Plan wants to Self Correct Omission of Eligible Participant

    By 401kQ's,
    • 0 replies
    • 948 views

  38. Way to Undo a new plan?

    By justanotheradmin,
    • 4 replies
    • 1k views

  39. Terminate Solo 401k to consolidate into SEP IRA

    By jjfacejj,
    • 5 replies
    • 3.6k views

  40. Employer wants to change mind on plan termination

    By Santo Gold,
    • 1 reply
    • 1.1k views

  41. Social Security Integration

    By jpod,
    • 1 reply
    • 1k views

  42. Partial Plan Termination & Reinstate Forfeitures

    By Gruegen,
    • 2 replies
    • 2.1k views

  43. Diligent Search

    By Pension RC,
    • 1 reply
    • 1.5k views

  44. 5500 deadline for Terminated Plan

    By Guest crystalg,
    • 3 replies
    • 4.6k views

  45. Defined Benefit Pension Plan -- Permanency Issue

    By JRN,
    • 2 replies
    • 1.5k views

  46. Post retirement benefits - plan terminating

    By almostanactuary,
    • 1 reply
    • 2.3k views

  47. Terminating 401k safe harbor match mid year

    By Tagpay,
    • 7 replies
    • 3k views

  48. Terminating profit sharing plan wants to force rollovers to co's 401k plan.

    By katieinny,
    • 14 replies
    • 8.2k views

  49. Terminating a small calendar year plan for 2014 when assets were not fully liquidated until 2015

    By Lori H,
    • 4 replies
    • 1.3k views

  50. Sponsor asks: Downside to abandoning a plan?

    By AlbanyConsultant,
    • 5 replies
    • 2.1k views
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