Plan Terminations

1,074 topics in this forum

1. Forfeiture account

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

2. Required Full Vesting

   By Hoard1, August 11, 1999
   • 5 replies
   • 2k views
   • 
   • chris
   • August 24, 1999

3. Terminated Company/Open Plan

   By Guest ResearchGirl, February 28, 2006
   • 2 replies
   • 2k views
   • 
   • Guest
   • March 1, 2006

4. Form 5310 for 401(k) plan clarification

   By John A, October 20, 1999
   • 0 replies
   • 2k views
   • 
   • John A
   • October 20, 1999

5. Missing participants for whom automatic rollovers were done

   By Pension RC, November 29, 2012
   • 2 replies
   • 2k views
   • 
   • Mike Preston
   • November 30, 2012

6. Partial Plan Termination

   By Nassau, September 7, 2012
   • 2 replies
   • 2k views
   • 
   • Kevin C
   • September 7, 2012

7. Termination of Participating Employer portion of plan

   By DLavigne, May 20, 2013
   • 2 replies
   • 2k views
   • 
   • DLavigne
   • May 24, 2013

8. Distribution of Forfeitures at Plan Termination

   By Guest MSWilson, July 8, 2004
   • 1 reply
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • July 8, 2004

9. Terminated DB Plan

   By Guest Sieve, November 25, 2008
   • 3 replies
   • 2k views
   • 
   • Guest
   • November 30, 2008

10. 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

11. RMD at time of Plan Termination

    By WesleyT, September 29, 2008
    • 1 reply
    • 2k views
    • 
    • ERISAnut
    • September 29, 2008

12. What can and can't a plan sponsor do re: suspending distributions from

    By John A, November 29, 1999
    • 0 replies
    • 2k views
    • 
    • John A
    • November 29, 1999

13. Summary Annual Report

    By DTH, August 20, 2003
    • 3 replies
    • 2k views
    • 
    • MGB
    • August 21, 2003

14. Profit Sharing Plan Termination

    By Guest Astro, October 8, 2007
    • 2 replies
    • 2k views
    • 
    • Bird
    • October 8, 2007

15. New to documenting plan terminations

    By Guest chris4013, November 4, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 5, 2003

16. Safe Harbor 401(k) Plan

    By mming, December 30, 2005
    • 2 replies
    • 1.9k views
    • 
    • mming
    • January 2, 2006

17. Fidelity Bond

    By PainPA, December 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • JanetM
    • December 5, 2007

18. Is this a Controlled Group/Affiliated service Group?

    By himt4, December 21, 2004
    • 5 replies
    • 1.9k views
    • 
    • himt4
    • December 22, 2004

19. DC plan - post termination amendment to allow partial distributions

    By Belgarath, January 12, 2018
    • 7 replies
    • 1.9k views
    • 
    • Belgarath
    • January 16, 2018

20. Late Notice of Plan Benefits

    By J. Bringhurst, July 6, 2007
    • 2 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • July 6, 2007

21. When is Plan Terminated?

    By Archimage, November 19, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • November 20, 2003

22. Missing Participants - PS plan terming w/ DB plan

    By mwyatt, February 27, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • March 2, 2002

23. Partial Plan Termination

    By Guest elang, August 2, 2011
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • August 8, 2011

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

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

25. Form 5310

    By Guest ladycpa, December 10, 2002
    • 9 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • December 12, 2002

26. terminated participant resurfaces

    By thepensionmaven, June 11, 2019
    • 6 replies
    • 1.9k views
    • 
    • rocknrolls2
    • June 12, 2019

27. CLIENT INSISTS ON 5310assets are distributed

    By Lori H, October 22, 2003
    • 6 replies
    • 1.9k views
    • 
    • Ron Snyder
    • October 24, 2003

28. Is the IRS accepting Form 5310's prior to restatement of plan document

    By Guest PGross, December 13, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2000

29. 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

30. Minimum funding requirement due for terminated MPP

    By Guest Theresa, March 7, 2001
    • 2 replies
    • 1.9k views
    • 
    • Bill Berke
    • March 12, 2001

31. Counting Participants in a Frozen Plan

    By 12AX7, October 10, 2007
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2007

32. Can directed Trustee be removed during Plan Termination?

    By Bruddah Kimo, September 30, 2009
    • 3 replies
    • 1.9k views
    • 
    • Bruddah Kimo
    • October 1, 2009

33. Terminating Plan with no active participants

    By Guest krisknapp, December 4, 2007
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • December 4, 2007

34. Can employer take action now to terminate money purchase pension plan effective 1/1/03?

    By Guest tws, October 3, 2003
    • 4 replies
    • 1.9k views
    • 
    • chris
    • October 6, 2003

35. ESOP termination

    By t.haley, November 19, 2009
    • 0 replies
    • 1.9k views
    • 
    • t.haley
    • November 19, 2009

36. Termination going on.. and on...and on

    By Guest ck1, March 27, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2002

37. 401(h) funds in a plan termination

    By Guest KMT, July 10, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 10, 2010

38. post termination amendment of plan

    By Guest SVogel, August 27, 2014   

    • amendment
    • termination
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 27, 2014

39. Can't find terminated participants.

    By Guest Don J. Smith, September 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 25, 2000

40. Terminating 401(k) plan that files Form 5310 is "frozen" unt

    By Guest Dook, August 4, 2000
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • August 4, 2000

41. Almost terminated plan and beneficiary designation issues

    By Guest sgriff, November 21, 2000
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • November 21, 2000

42. Comparable plans

    By Guest Louis, May 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Lorraine Dorsa
    • July 2, 1999

43. PBGC Missing Participant for DC Plans - any update?

    By mwyatt, October 28, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 8, 2009

44. Store closing & Partial Plan Termination

    By Dazednconfused, June 23, 2010
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2010

45. Forfeiture allocations for terminating plan

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

46. audits of terminated plans

    By himt4, May 26, 2006
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 27, 2006

47. Identity of Interested Parties

    By Guest DMc, November 19, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 2001

48. Should client file for a determination letter when terminating his one

    By Fredman, March 2, 2000
    • 3 replies
    • 1.9k views
    • 
    • Ervin Barham
    • March 20, 2000

49. Plan Termination Notice

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

50. Tax Refunds to Plan after termination and full distribution of assets

    By Guest Paul Jalazo, December 29, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 2, 2001