Plan Terminations

1,077 topics in this forum

1. profit sharing plan with insurance

   By thepensionmaven, July 29, 2016
   • 4 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • July 29, 2016

2. GIC Surrender Charge - Terminated Plan

   By 52626, February 26, 2016
   • 10 replies
   • 2.5k views
   • 
   • GMK
   • July 21, 2016

3. Merging of assets except loans

   By Lori H, November 24, 2015
   • 16 replies
   • 2.7k views
   • 
   • Lori H
   • June 28, 2016

4. QTA Needed for Abandoned Plan

   By Flyboyjohn, June 16, 2016
   • 5 replies
   • 2.3k views
   • 
   • Kevin C
   • June 20, 2016

5. In Service Withdrawal after the plan is terminated

   By AlbanyConsultant, June 8, 2016
   • 4 replies
   • 1.6k views
   • 
   • Bird
   • June 9, 2016

6. Distribution During Plan Termination

   By Pension RC, June 1, 2016
   • 1 reply
   • 1k views
   • 
   • My 2 cents
   • June 1, 2016

7. Demutualization Dividend on fully funded Terminated Pension Plan

   By MPLSLAW, May 26, 2016   

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

8. Forfeiture allocations for terminating plan

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

9. DB Plan terminating with excess assets

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

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

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

11. $3.17 interest - Non-amender

    By imchipbrown, May 6, 2016
    • 5 replies
    • 1.4k views
    • 
    • imchipbrown
    • May 10, 2016

12. Plan terminated. Assets distributed. Then.....

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

13. Missing Participants with no Social Security #s

    By Guest maddie7, February 5, 2016
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • May 6, 2016

14. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 4, 2016

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

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

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

    By rodin111, May 2, 2016   

    • plan termination
    • waiver of benefit
    • 8 replies
    • 2.1k views
    • 
    • rodin111
    • May 3, 2016

17. Form 5310 for DB Termination When Aggregated for testing

    By rodin111, April 28, 2016   

    • Plan Termination
    • Form 5310
    • 0 replies
    • 1k views
    • 
    • rodin111
    • April 28, 2016

18. Partial termination

    By pmacduff, April 26, 2016
    • 6 replies
    • 1.5k views
    • 
    • pmacduff
    • April 27, 2016

19. Retroactive plan termination amendment

    By John A, October 20, 1999
    • 3 replies
    • 3.4k views
    • 
    • PensionPro
    • April 25, 2016

20. RMD for non-owner employed beyond age 70.5

    By Kevin C, March 16, 2016
    • 8 replies
    • 2.5k views
    • 
    • Kevin C
    • April 14, 2016

21. DB Plan termination - required amendments?

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

22. Plan Termination - Post PPA restatement - DC plan

    By Lou S., February 26, 2016
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • February 26, 2016

23. Plan Compensation limited

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

24. Terminating DB with Insufficient Assets

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

25. Owner Waiver

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

26. Sale of dental practice without plan termination

    By ConnieStorer, January 30, 2016
    • 6 replies
    • 1.6k views
    • 
    • ConnieStorer
    • February 1, 2016

27. 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
    • 1.8k views
    • 
    • ESOP Guy
    • January 23, 2016

28. Plan terminating, but wife has gone awol

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

29. 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
    • 2.1k views
    • 
    • Salt1968
    • December 9, 2015

30. 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
    • 1.1k views
    • 
    • Übernerd
    • November 23, 2015

31. Found Money after Termination

    By Briandfox, November 3, 2015
    • 8 replies
    • 1.5k views
    • 
    • ESOP Guy
    • November 4, 2015

32. 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
    • 1.9k views
    • 
    • My 2 cents
    • October 29, 2015

33. 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

34. Question of Post-Distribution Certification

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

35. Reportable Event After Plan Termination Date

    By JJRetirement, December 31, 2013
    • 2 replies
    • 1.5k views
    • 
    • JJRetirement
    • August 24, 2015

36. Partial Plan Temination - "Affected" Participants

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

37. HCE takes benefit first

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

38. Obtaining Annuity Bidders

    By Andy the Actuary, July 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • July 2, 2015

39. Post Termination Revenue Sharing

    By Ed Proulx, July 1, 2015   

    • Revenue Sharing
    • Fees
    • (and 1 more)

      Tagged with:

      • Revenue Sharing
      • Fees
      • termination
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • July 1, 2015

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

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

41. Way to Undo a new plan?

    By justanotheradmin, June 3, 2015
    • 4 replies
    • 1.1k views
    • 
    • justanotheradmin
    • June 4, 2015

42. Terminate Solo 401k to consolidate into SEP IRA

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

43. Employer wants to change mind on plan termination

    By Santo Gold, May 1, 2015
    • 1 reply
    • 1.2k views
    • 
    • hr for me
    • May 1, 2015

44. Social Security Integration

    By jpod, April 24, 2015
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • April 24, 2015

45. Partial Plan Termination & Reinstate Forfeitures

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

46. Diligent Search

    By Pension RC, March 31, 2015
    • 1 reply
    • 1.6k views
    • 
    • Effen
    • April 10, 2015

47. 5500 deadline for Terminated Plan

    By Guest crystalg, March 18, 2002
    • 3 replies
    • 4.7k views
    • 
    • Mike Preston
    • March 31, 2015

48. Defined Benefit Pension Plan -- Permanency Issue

    By JRN, March 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 31, 2015

49. Post retirement benefits - plan terminating

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

50. Terminating 401k safe harbor match mid year

    By Tagpay, February 24, 2015
    • 7 replies
    • 3.2k views
    • 
    • Lou S.
    • February 24, 2015