Plan Terminations

1,075 topics in this forum

1. Amendment

   By PS, August 20, 2021
   • 4 replies
   • 980 views
   • 
   • PS
   • August 23, 2021

2. Self-employed, no contributions

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

3. Safe Harbor 401k Plan Termination

   By mming, July 31, 2019
   • 4 replies
   • 5.8k views
   • 
   • drakecohen
   • November 11, 2023

4. Haunted by Ghost of Participant Past

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

5. Filing 5310

   By Guest R. Daestrom, January 13, 2003
   • 4 replies
   • 1.9k views
   • 
   • jpod
   • January 14, 2003

6. 403(b) termination - restated document?

   By Belgarath, July 14, 2017
   • 4 replies
   • 1k views
   • 
   • Belgarath
   • July 18, 2017

7. 5500 Due Date

   By Dougsbpc, September 11, 2017
   • 4 replies
   • 5.4k views
   • 
   • ETA Consulting LLC
   • September 12, 2017

8. 401k Plan termination for a business being sold

   By Santo Gold, January 6
   • 4 replies
   • 361 views
   • 
   • Peter Gulia
   • January 7

9. IRS rejecting withholding amounts with "inactive" TIN on terminating plans

   By Belgarath, December 1, 2004
   • 4 replies
   • 2.2k views
   • 
   • No Name
   • December 2, 2004

10. Way to Undo a new plan?

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

11. Safe Harbor Plan Termination

    By AmyETPA, July 22, 2020
    • 4 replies
    • 4.6k views
    • 
    • Luke Bailey
    • July 24, 2020

12. Missing Trustee

    By Guest Phil5421, June 18, 2008
    • 4 replies
    • 2.2k views
    • 
    • Peter Gulia
    • June 18, 2008

13. PS plan - company being sold

    By thepensionmaven, February 9, 2018
    • 4 replies
    • 1k views
    • 
    • EBECatty
    • February 13, 2018

14. How about another Partial Term reading?

    By mwyatt, October 9, 2005
    • 4 replies
    • 2.4k views
    • 
    • mwyatt
    • October 10, 2005

15. Cost to terminate plan...

    By K-t-F, May 14, 2004
    • 4 replies
    • 1.6k views
    • 
    • K-t-F
    • May 14, 2004

16. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • September 12, 2018

17. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 28, 2022

18. Partial Termination & Economy

    By Guest dhall, October 18, 2010
    • 4 replies
    • 1.3k views
    • 
    • movedon
    • October 19, 2010

19. Short plan year payroll year

    By PS, September 26, 2022
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • October 10, 2022

20. PBGC termination non-compliant floor-offset

    By Dalai Pookah, August 29, 2023   

    • offset
    • pbgc
    • 4 replies
    • 900 views
    • 
    • CuseFan
    • August 31, 2023

21. Plan Termination of DB Plan

    By Egold, September 12, 2025
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • September 15, 2025

22. Plan Termination-Ongoing Duty?

    By Randy Watson, October 22, 2012
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • October 23, 2012

23. Undoing a termination

    By Draper55, April 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • JustnERPA
    • April 16, 2019

24. partial plan termination, or not?

    By K2retire, February 17, 2011
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2011

25. 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

26. Paying surrender penalties with forfeitures?

    By Lori H, September 11, 2014
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 12, 2014

27. must the plan trustee sign?

    By K2retire, October 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 20, 2011

28. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16, 2017
    • 4 replies
    • 2.4k views
    • 
    • My 2 cents
    • February 17, 2017

29. Form 5310 and loans

    By BenefitsBum, June 3, 2020
    • 4 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • June 18, 2020

30. Standard PBGC Termination - Timing of Amendment/Resolution

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

31. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • January 2, 2019

32. DC plan terminated 12/31/99. No distributions. No IRS filing. What

    By John A, March 29, 2001
    • 4 replies
    • 1.9k views
    • 
    • Alf
    • March 30, 2001

33. ADP test failure

    By PS, March 4, 2024
    • 4 replies
    • 807 views
    • 
    • PS
    • March 4, 2024

34. PBGC standard termination with asset shortfall

    By Guest Judy S, December 12, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2003

35. Plan Termination Date

    By Medusa, March 11, 2009
    • 4 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2009

36. Terminated Plan had J&S, Unresponsive participant

    By Guest Iwonder, August 1, 2006
    • 4 replies
    • 2.6k views
    • 
    • Locust
    • August 3, 2006

37. Forfeiture allocations for terminating plan

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

38. What do you non responding participants? Payout less 20%?

    By Guest William Lehman, June 17, 1999
    • 4 replies
    • 2.2k views
    • 
    • Dowist
    • June 21, 1999

39. Fund Terminated DB after benefits paid

    By Dougsbpc, September 11, 2023
    • 4 replies
    • 992 views
    • 
    • Bird
    • September 11, 2023

40. Payment Options for a Terminated Plan

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

41. beneficiary designation

    By Guest hester, June 28, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 29, 2008

42. Terminate plan and rollover to existing plan

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

43. Adopting employer wants out

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

44. Employee contribution

    By PS, January 19, 2024
    • 4 replies
    • 581 views
    • 
    • Bird
    • January 19, 2024

45. timely amendments

    By Guest ASFESQ, November 12, 2008
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • November 13, 2008

46. Termination - PBGC

    By PS, January 13, 2022
    • 4 replies
    • 795 views
    • 
    • PS
    • January 14, 2022

47. Plan Termination Notice

    By Guest AdminFL, November 7, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2001

48. Options with frozen MPPP

    By Guest DennisT, January 24, 2000
    • 4 replies
    • 2.4k views
    • 
    • IRC401
    • January 27, 2000

49. Amendments to Terminating Plans

    By chris, April 23, 2004
    • 4 replies
    • 1.8k views
    • 
    • Earl
    • May 21, 2004

50. 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