Plan Terminations

1,071 topics in this forum

1. Demutualization Dividend on fully funded Terminated Pension Plan

   By MPLSLAW, May 26, 2016   

   • Use of demutualization awards
   • reversion tax
   • 1 reply
   • 849 views
   • 
   • Mike Preston
   • May 27, 2016

2. Forfeiture allocations for terminating plan

   By Guest epoffice, May 4, 2012
   • 4 replies
   • 1.9k views
   • 
   • Lori H
   • May 24, 2016

3. DB Plan terminating with excess assets

   By Belgarath, May 17, 2016
   • 5 replies
   • 1.6k views
   • 
   • Belgarath
   • May 17, 2016

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

   By Griswold, May 10, 2016
   • 6 replies
   • 1.9k views
   • 
   • My 2 cents
   • May 11, 2016

5. $3.17 interest - Non-amender

   By imchipbrown, May 6, 2016
   • 5 replies
   • 1.3k views
   • 
   • imchipbrown
   • May 10, 2016

6. Plan terminated. Assets distributed. Then.....

   By MLML, May 8, 2016
   • 0 replies
   • 861 views
   • 
   • MLML
   • May 8, 2016

7. Missing Participants with no Social Security #s

   By Guest maddie7, February 5, 2016
   • 3 replies
   • 1.3k views
   • 
   • K2retire
   • May 6, 2016

8. Self-employed, no contributions

   By Guest ewhitmore, December 3, 2009
   • 4 replies
   • 1.4k views
   • 
   • Bird
   • May 4, 2016

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

   By Pension RC, May 2, 2016
   • 3 replies
   • 633 views
   • 
   • david rigby
   • May 3, 2016

10. 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

11. Form 5310 for DB Termination When Aggregated for testing

    By rodin111, April 28, 2016   

    • Plan Termination
    • Form 5310
    • 0 replies
    • 987 views
    • 
    • rodin111
    • April 28, 2016

12. Partial termination

    By pmacduff, April 26, 2016
    • 6 replies
    • 1.4k views
    • 
    • pmacduff
    • April 27, 2016

13. Retroactive plan termination amendment

    By John A, October 20, 1999
    • 3 replies
    • 3.3k views
    • 
    • PensionPro
    • April 25, 2016

14. RMD for non-owner employed beyond age 70.5

    By Kevin C, March 16, 2016
    • 8 replies
    • 2.4k views
    • 
    • Kevin C
    • April 14, 2016

15. DB Plan termination - required amendments?

    By Belgarath, March 4, 2016
    • 0 replies
    • 661 views
    • 
    • Belgarath
    • March 4, 2016

16. Plan Termination - Post PPA restatement - DC plan

    By Lou S., February 26, 2016
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • February 26, 2016

17. Plan Compensation limited

    By rcline46, February 4, 2016
    • 3 replies
    • 835 views
    • 
    • Tom Poje
    • February 4, 2016

18. Terminating DB with Insufficient Assets

    By Dougsbpc, November 9, 2015
    • 1 reply
    • 908 views
    • 
    • david rigby
    • February 1, 2016

19. Owner Waiver

    By Cloudy, February 1, 2016
    • 1 reply
    • 987 views
    • 
    • david rigby
    • February 1, 2016

20. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.5k views
    • 
    • ConnieStorer
    • February 1, 2016

21. Partial Plan Termination / Statute of Limitations

    By Guest BenefitsMind, January 22, 2016   

    • partial plan termination
    • form 5310
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • form 5310
      • statute of limitations
    • 4 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 23, 2016

22. Plan terminating, but wife has gone awol

    By kwalified, December 10, 2015
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • December 11, 2015

23. Termination after settlement but before QDRO entered

    By Salt1968, December 8, 2015   

    • Termination
    • QDRO
    • (and 2 more)

      Tagged with:

      • Termination
      • QDRO
      • Defined Benefit
      • Divorce
    • 4 replies
    • 2k views
    • 
    • Salt1968
    • December 9, 2015

24. DB plan distributions to active employees

    By Übernerd, November 23, 2015   

    • defined benefit plans
    • plan termination
    • (and 1 more)

      Tagged with:

      • defined benefit plans
      • plan termination
      • in-service distributions
    • 0 replies
    • 1k views
    • 
    • Übernerd
    • November 23, 2015

25. Found Money after Termination

    By Briandfox, November 3, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 4, 2015

26. PBGC requesting extra information with form 501

    By SheilaD, October 26, 2015   

    • plan term
    • 501
    • (and 2 more)

      Tagged with:

      • plan term
      • 501
      • pbgc
      • document
    • 3 replies
    • 1.8k views
    • 
    • My 2 cents
    • October 29, 2015

27. 403(b) Delayed Plan Termination

    By dangocek, October 25, 2015   

    • 403(b)
    • termination
    • (and 1 more)

      Tagged with:

      • 403(b)
      • termination
      • 5500
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • October 26, 2015

28. Question of Post-Distribution Certification

    By Pension RC, October 23, 2015
    • 1 reply
    • 975 views
    • 
    • My 2 cents
    • October 23, 2015

29. Reportable Event After Plan Termination Date

    By JJRetirement, December 31, 2013
    • 2 replies
    • 1.4k views
    • 
    • JJRetirement
    • August 24, 2015

30. Partial Plan Temination - "Affected" Participants

    By Flyboyjohn, August 14, 2015
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • August 17, 2015

31. HCE takes benefit first

    By Dougsbpc, July 20, 2015
    • 1 reply
    • 911 views
    • 
    • Bird
    • July 21, 2015

32. Obtaining Annuity Bidders

    By Andy the Actuary, July 2, 2015
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • July 2, 2015

33. Post Termination Revenue Sharing

    By Ed Proulx, July 1, 2015   

    • Revenue Sharing
    • Fees
    • (and 1 more)

      Tagged with:

      • Revenue Sharing
      • Fees
      • termination
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • July 1, 2015

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

    By 401kQ's, June 10, 2015
    • 0 replies
    • 946 views
    • 
    • 401kQ's
    • June 10, 2015

35. Way to Undo a new plan?

    By justanotheradmin, June 3, 2015
    • 4 replies
    • 1k views
    • 
    • justanotheradmin
    • June 4, 2015

36. Terminate Solo 401k to consolidate into SEP IRA

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

37. Employer wants to change mind on plan termination

    By Santo Gold, May 1, 2015
    • 1 reply
    • 1.1k views
    • 
    • hr for me
    • May 1, 2015

38. Social Security Integration

    By jpod, April 24, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 24, 2015

39. Partial Plan Termination & Reinstate Forfeitures

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

40. Diligent Search

    By Pension RC, March 31, 2015
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • April 10, 2015

41. 5500 deadline for Terminated Plan

    By Guest crystalg, March 18, 2002
    • 3 replies
    • 4.6k views
    • 
    • Mike Preston
    • March 31, 2015

42. Defined Benefit Pension Plan -- Permanency Issue

    By JRN, March 31, 2015
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 31, 2015

43. Post retirement benefits - plan terminating

    By almostanactuary, March 23, 2015
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • March 23, 2015

44. Terminating 401k safe harbor match mid year

    By Tagpay, February 24, 2015
    • 7 replies
    • 3k views
    • 
    • Lou S.
    • February 24, 2015

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

    By katieinny, November 9, 2012
    • 14 replies
    • 8.2k views
    • 
    • QDROphile
    • February 19, 2015

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

    By Lori H, January 23, 2015
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • January 23, 2015

47. Sponsor asks: Downside to abandoning a plan?

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

48. Terminating ERISA Trust and Moving Assets

    By holdco, January 14, 2015
    • 0 replies
    • 1.1k views
    • 
    • holdco
    • January 14, 2015

49. Plan Termination & Late 5500

    By jpdrews, January 9, 2015
    • 2 replies
    • 1.3k views
    • 
    • jpdrews
    • January 9, 2015

50. Form 5310 - what to file

    By Dinosaur, January 6, 2015
    • 0 replies
    • 1.6k views
    • 
    • Dinosaur
    • January 6, 2015