Plan Terminations

1,074 topics in this forum

1. A plan in which the sponsor is dead and all the participants are gone.

   By Guest RMM, March 9, 2000
   • 4 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 24, 2000

2. Deemed Defaulted

   By PS, August 15, 2022
   • 4 replies
   • 810 views
   • 
   • PS
   • August 19, 2022

3. Plan Terminated, Insurance Policy not distributed

   By Guest EBGEEK, January 4, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 8, 2003

4. Uncashed checks post-plan termination

   By Guest KennyH, May 15, 2012
   • 4 replies
   • 2.6k views
   • 
   • mbozek
   • May 15, 2012

5. Cash Balance Termination

   By Lou S., September 24, 2012
   • 4 replies
   • 1.7k views
   • 
   • Lou S.
   • September 25, 2012

6. Can a plan be "un-terminated"?

   By Richard Anderson, October 2, 2000
   • 4 replies
   • 2.5k views
   • 
   • david rigby
   • October 24, 2000

7. What Happens?

   By Andy the Actuary, September 25, 2014
   • 4 replies
   • 1.6k views
   • 
   • Andy the Actuary
   • September 29, 2014

8. vesting for terminated participant

   By Tom, August 9, 2018
   • 4 replies
   • 1.3k views
   • 
   • Tom
   • August 13, 2018

9. Plan Termination Submitted To PBGC As a Standard Termination, Now Insufficient. What happens now?

   By Guest merlin, June 9, 2005
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • July 12, 2005

10. Loan offset

    By PS, March 18, 2024
    • 4 replies
    • 805 views
    • 
    • Lou S.
    • March 19, 2024

11. Plan Term Fees

    By dmb, June 29, 2000
    • 4 replies
    • 2.1k views
    • 
    • KJohnson
    • July 11, 2000

12. Plan Never Terminated!

    By Miner88, October 21, 2009
    • 4 replies
    • 1.7k views
    • 
    • Miner88
    • October 26, 2009

13. Allocation of Forfeitures

    By waid10, August 28, 2009
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • September 2, 2009

14. Doc Update

    By David, January 10, 2002
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • January 11, 2002

15. Acquisition and Cycle 3 Restatement

    By msmith, March 28, 2022
    • 4 replies
    • 859 views
    • 
    • msmith
    • March 30, 2022

16. Partial Plan Termination?

    By Dougsbpc, October 2, 2007
    • 4 replies
    • 2.7k views
    • 
    • Dougsbpc
    • October 16, 2007

17. Plan Term'd: all assets not distributed

    By Spencer, December 10, 2008
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • December 11, 2008

18. Safe Harbor portion

    By PS, January 26, 2022
    • 4 replies
    • 787 views
    • 
    • PS
    • January 27, 2022

19. profit sharing plan with insurance

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

20. Termination of 401K in a controlled group

    By PS, January 22, 2019
    • 4 replies
    • 1.8k views
    • 
    • PS
    • February 6, 2019

21. Old documents - how far back?

    By rcline46, January 29, 2013
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • January 30, 2013

22. Excise Tax On DB Plan Reversions

    By Andy the Actuary, August 14, 2014
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • August 14, 2014

23. Distribute assets within 12 months

    By Trisports, January 20, 2017
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • January 20, 2017

24. PBGC plan term?

    By dmb, February 2, 2004
    • 4 replies
    • 1.3k views
    • 
    • dmb
    • February 2, 2004

25. Defined Benefit question

    By FJR, May 18, 2005
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2007

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

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

27. Insurance in terminating MPP plan

    By kwalified, August 2, 2016
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 3, 2016

28. Plan Termination and Last Day Rule

    By Rai401k, April 11, 2012
    • 4 replies
    • 4.6k views
    • 
    • Rai401k
    • April 12, 2012

29. Dental practice sold - final employer contributions

    By pmacduff, September 26, 2023
    • 4 replies
    • 914 views
    • 
    • pmacduff
    • September 28, 2023

30. Bankruptcy and 401k plans

    By Guest lindamichals, December 18, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • December 19, 2003

31. Abandoned/Orphan Plan?

    By Guest Retina, May 24, 2004
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • May 24, 2004

32. Partial Termination?

    By stephen, February 20, 2004
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 20, 2004

33. 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

34. termination IRS Requires 60-day Notice for Terminations?

    By WantsToLearn, May 17, 2023   

    • profit sharing plan
    • required notices
    • (and 1 more)

      Tagged with:

      • profit sharing plan
      • required notices
      • irs
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • May 18, 2023

35. Stock sale - plan issues not addressed in purchase and sale agreement, etc., of course...

    By Belgarath, July 30, 2024
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • July 30, 2024

36. PSP Termination w/DL - Partial Distribution - Percentage?

    By TCWalker, April 22, 2005
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 22, 2005

37. Plan termination payouts

    By pmacduff, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • September 11, 2019

38. Plan termination

    By PS, August 10, 2021
    • 4 replies
    • 822 views
    • 
    • PS
    • August 11, 2021

39. 401(k) Plan Termination

    By Guest Jane Freeman, October 23, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 28, 2002

40. DB Termination-Participant Being Difficult

    By Randy Watson, November 2, 2010
    • 4 replies
    • 1.6k views
    • 
    • My 2 cents
    • November 2, 2010

41. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant, June 8, 2016
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • June 9, 2016

42. terminate 401k/SH... start SIMPLE IRA in the same calendar year?

    By AlbanyConsultant, May 29, 2024
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • May 30, 2024

43. CARES ACT

    By PS, August 11, 2021
    • 4 replies
    • 701 views
    • 
    • PS
    • August 16, 2021

44. Term'ing Plan

    By Guest North Meets South, August 10, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 14, 2009

45. Fully Vest Termed EEs Non-vested Bals?

    By Guest cole stevenson, August 28, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2000

46. Partial Plan Termination

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

47. Timing for Adoption of Amendments at Plan Termination

    By Guest CAG1, July 11, 2008
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 15, 2008

48. Plan Terminations in FDIC Take-Over

    By Guest kg78, August 11, 2009
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2009

49. Recent IRS response time on Form 5310s?

    By kmhaab, January 11, 2023
    • 3 replies
    • 1.3k views
    • 
    • RayRay
    • January 24, 2023

50. Final 5500 for Money Purchase Plan Merged into Profit Sharing Plan

    By Guest lgjs, September 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • September 18, 2002