Plan Terminations

1,075 topics in this forum

1. 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

2. Plan Termination Notice

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

3. Filing 5310

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

4. Notice to Interested Parties

   By fiona1, December 16, 2009
   • 0 replies
   • 1.9k views
   • 
   • fiona1
   • December 16, 2009

5. ESOP Termination - Merger/Acquisition

   By PS, September 15, 2022
   • 5 replies
   • 1.9k views
   • 
   • A Shot in the Dark
   • September 15, 2022

6. Asset Sale -Plan Termination

   By thepensionmaven, May 19, 2022
   • 10 replies
   • 1.9k views
   • 
   • Luke Bailey
   • May 22, 2022

7. Bankruptcy and Safe Harbor Contributions

   By Guest gopher2378, June 15, 2009
   • 1 reply
   • 1.9k views
   • 
   • K2retire
   • June 16, 2009

8. A few Qualified Replacement Plan questions, relating to administering

   By John A, August 9, 2000
   • 0 replies
   • 1.9k views
   • 
   • John A
   • August 9, 2000

9. Plan Termination - The Final Valuation

   By Guest mingblue, January 8, 2007
   • 1 reply
   • 1.9k views
   • 
   • david rigby
   • February 15, 2007

10. DB termination, reversion, and replacement DB plan-where's the catch?

    By AndyH, March 7, 2002
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • March 8, 2002

11. Testing ADP on a terminated plan

    By Guest Melissa Winslow, March 20, 2000
    • 1 reply
    • 1.9k views
    • 
    • Alonzo
    • March 21, 2000

12. Retroactive PS Plan Termination date?

    By mschwechter, March 21, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2006

13. DB Plan Termination Question

    By Dougsbpc, October 27, 2008
    • 0 replies
    • 1.8k views
    • 
    • Dougsbpc
    • October 27, 2008

14. Partial Termination

    By MarZDoates, November 4, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 4, 2005

15. Terminating a 401(k) during VCP submission process

    By katieinny, September 24, 2014   

    • term now or wait for IRS?
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 24, 2014

16. Multiple Employer Plan if Continued Service to Participants After Leave Controlled Group

    By Guest texastax, March 11, 2005
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • March 11, 2005

17. Amend Plan to provide for transfer of assets to other e/er plan....

    By chris, November 3, 2003
    • 8 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 4, 2003

18. Amendments to Terminating Plans

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

19. Is a terminating plan required to offer an immediate annuity to a 30-y

    By David, December 9, 1999
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 9, 1999

20. Plan Terminations in FDIC Take-Over

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

21. Distribution of annuity upon termination of plan

    By chris, April 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • May 8, 2000

22. Deceased participant's account

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 8, 2009

23. Terminated Plan, Final 5500, investments remaining

    By Janice F, October 25, 2019
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • October 28, 2019

24. termination of 401(k)

    By Guest cngriffin, June 30, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 30, 1999

25. Defined Benefits Pension Plan:

    By Guest ejandvj@znet.com, March 31, 2005
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • March 31, 2005

26. Is 100% vested required?

    By MarZDoates, February 18, 2020
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • February 19, 2020

27. 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

28. Conversion Choice

    By Guest pep, June 17, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 17, 1999

29. Stable Value Fund

    By PS, June 21, 2022
    • 5 replies
    • 1.8k views
    • 
    • Pam Shoup
    • June 22, 2022

30. What is the best course of action for a terminating, 1 participant MPP

    By Guest Malou, December 28, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 1999

31. Terminating a ROBS

    By cpc0506, June 6, 2014
    • 1 reply
    • 1.8k views
    • 
    • ESOP Guy
    • June 6, 2014

32. Participating Annuity Contracts in DB plan termination

    By Guest meggie, December 12, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2000

33. Proposed DOL Abandoned Plan Regulations

    By Guest Thornton, May 14, 2013
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • May 15, 2013

34. 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

35. Safe Harbor Plan Termination Date: Dec. 31 or Jan. 1?

    By jessica401(k), October 6, 2017
    • 7 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • October 8, 2017

36. 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
    • 1.8k views
    • 
    • My 2 cents
    • October 29, 2015

37. Termination of 401K in a controlled group

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

38. Excise tax on reversion where overfunding due to anticipated demutuali

    By Guest Paul C. Morrison, April 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 3, 2002

39. 5310 Determination Letter Provides Document Reliance?

    By David MacLennan, March 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

40. Excess Assets on Termination

    By Dougsbpc, August 21, 2013
    • 0 replies
    • 1.8k views
    • 
    • Dougsbpc
    • August 21, 2013

41. Reduction in ben. formula result in partial plan termination for DC p

    By John A, March 1, 2000
    • 2 replies
    • 1.8k views
    • 
    • Wessex
    • March 20, 2000

42. paying out amounts greater than $ 1000 in terminated plan

    By Guest anne1, December 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • December 28, 2005

43. Missing Participant PBGC

    By bvhea, November 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • bvhea
    • November 30, 2005

44. What needs to be done to terminate a SARSEP?

    By Richard Anderson, January 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • October 17, 2001

45. Defined Benefit Plan Termination

    By Doghouse, October 11, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • October 13, 2011

46. Who is the Plan Sponsor of a Terminated Plan?

    By Dawn Hafner, May 4, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2000

47. Terminated PBGC Cov'd DB Plan - Missing vs. "Not Responding"

    By Guest EMC, July 16, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 23, 2001

48. 1099-R for an annuity?

    By JButtrick, June 6, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • June 11, 2012

49. Company with two DC plans and wants to merge them.

    By Guest jen graber, May 18, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • May 18, 2000

50. Reporting Asset Reversion

    By Guest ak, July 18, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • July 18, 2006