Plan Terminations

1,075 topics in this forum

1. Frozen DB Plan - Line 13p on Form 5310

   By Guest Eric A, August 5, 2010
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 1, 2010

2. Frozen MPP

   By Guest maxtax, December 12, 2007
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • December 21, 2007

3. Frozen plan to be terminated

   By chris, June 17, 2003
   • 3 replies
   • 1.4k views
   • 
   • chris
   • June 18, 2003

4. Full vesting and investment gains and losses

   By Guest cpp, January 9, 2004
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • January 9, 2004

5. Full Vesting Timing

   By Guest Ann, August 27, 1998
   • 6 replies
   • 2.7k views
   • 
   • David
   • May 28, 1999

6. Full vesting upon plan termination

   By k man, August 3, 2001
   • 10 replies
   • 7.1k views
   • 
   • Kal
   • June 5, 2019

7. Fully Vest Termed EEs Non-vested Bals?

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

8. Fund Terminated DB after benefits paid

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

9. Future Plan Termination

   By DP, June 10, 2005
   • 11 replies
   • 2.5k views
   • 
   • WDIK
   • June 15, 2005

10. Gap of required amendments on the cumulative list

    By Guest PivotTable, August 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 8, 2010

11. GATT and Reversion

    By Guest Rosalind, May 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 31, 2002

12. GIC Surrender Charge - Terminated Plan

    By 52626, February 26, 2016
    • 10 replies
    • 2.4k views
    • 
    • GMK
    • July 21, 2016

13. Given the cost of filing a 5310, how many are still doing it?

    By katieinny, December 7, 2017   

    • how are you handling your terminations?
    • 9 replies
    • 3.9k views
    • 
    • Bird
    • December 11, 2017

14. Good Faith Amendment

    By PS, November 1, 2024
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • November 1, 2024

15. Government contract canceled, did PPT occur?

    By thopkins, May 11, 2021
    • 3 replies
    • 664 views
    • 
    • thopkins
    • May 11, 2021

16. GUST amendments for terminated plans

    By maverick, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • November 20, 2001

17. GUST and 5310

    By k man, May 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • k man
    • May 1, 2000

18. GUST restatement upon final distr of assets??

    By dmb, November 21, 2002
    • 1 reply
    • 1k views
    • 
    • Appleby
    • November 21, 2002

19. GUST Update - terminating plan

    By Guest Robin S. Vatalaro, July 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

20. GUST/EGTRRA Amendments for Terminated Plan

    By Guest enelson, January 29, 2003
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 29, 2003

21. hardhip distribution during pending termination

    By k man, January 27, 2004
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • February 2, 2004

22. Has anyone been court appointed to terminate a plan?

    By Guest Bearlee, March 15, 2008
    • 11 replies
    • 3.1k views
    • 
    • alexa
    • December 8, 2009

23. Has anyone used the PBGC DC Plan missing participant program?

    By EBP, September 30, 2020
    • 0 replies
    • 567 views
    • 
    • EBP
    • September 30, 2020

24. Haunted by Ghost of Participant Past

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

25. HCE Determination - M&A

    By Guest Mark Draa, October 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 18, 2001

26. HCE takes benefit first

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

27. Hedging....

    By Bri, April 17, 2023
    • 1 reply
    • 654 views
    • 
    • Lou S.
    • April 18, 2023

28. Help with QDRO

    By Guest De26, December 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • December 9, 2010

29. Help! information needed on survivor benefit

    By Guest P Duggan, January 13, 2003
    • 1 reply
    • 920 views
    • 
    • Guest
    • January 13, 2003

30. How about another Partial Term reading?

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

31. How do I terminate an esop (steps, stautes, regs)?

    By Guest J K Perry, March 7, 2001
    • 3 replies
    • 3.1k views
    • 
    • John A
    • March 13, 2001

32. How does an employer reverse (unterminate?) a plan termination?

    By John A, October 4, 1999
    • 1 reply
    • 3k views
    • 
    • david rigby
    • October 4, 1999

33. how long after termination before plan must be paid out

    By Scuba 401, February 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • thepensionmaven
    • March 10, 2011

34. How long to wait for non-responders?

    By AlbanyConsultant, March 26, 2010
    • 0 replies
    • 919 views
    • 
    • AlbanyConsultant
    • March 26, 2010

35. How Much Time Does Employer Have To Distribute Funds After Employee Requests Funds

    By Guest curtis1007, June 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • June 9, 2010

36. How soon does a defined contribution plan have to make distributions a

    By John A, May 5, 2000
    • 2 replies
    • 1.6k views
    • 
    • John A
    • May 5, 2000

37. How to handle terminating DC plan with 415 suspense account.

    By Guest CTYSON, January 17, 2001
    • 2 replies
    • 4k views
    • 
    • Wessex
    • January 19, 2001

38. How to handle unexpected receipt of demutualization funds; DB plan already terminated

    By Guest pensionadmin, September 25, 2003
    • 5 replies
    • 3.2k views
    • 
    • KJohnson
    • September 26, 2003

39. How to help participants avoid taxation of outstanding loan balances u

    By Guest Pat Metallic, September 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 29, 2000

40. I wanna be a rock 'n roll star!!!

    By Guest R. Daestrom, November 20, 2002
    • 13 replies
    • 3.6k views
    • 
    • J. Bringhurst
    • November 21, 2003

41. Identity of Interested Parties

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

42. If a distribution check has not been cashed, is the plan considered pa

    By Guest Mindy, March 27, 2000
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • July 26, 2001

43. Illiquid Assets

    By Randy Watson, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

44. In Kind Distributions

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

45. In Service Withdrawal after the plan is terminated

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

46. Ineffective Termination; Vesting of New Participants

    By Guest Steve McKneely, May 14, 2001
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 25, 2001

47. ineligible participant -assets already distributed

    By Guest meggie, April 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 10, 2002

48. Information on terminating 401K?

    By Guest RONNIE WASEL, March 25, 2003
    • 0 replies
    • 963 views
    • 
    • Guest
    • March 25, 2003

49. Insolvent Employer Plan Termination Fees

    By Guest Paulaangell, April 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

50. Insufficient termination -- how to make sufficient

    By richard, November 27, 2000
    • 3 replies
    • 2.1k views
    • 
    • MGB
    • August 9, 2002