Plan Terminations

1,069 topics in this forum

1. Filing 5310

   By Guest R. Daestrom, January 13, 2003
   • 4 replies
   • 1.8k views
   • 
   • jpod
   • January 14, 2003

2. Notice to Interested Parties

   By fiona1, December 16, 2009
   • 0 replies
   • 1.8k views
   • 
   • fiona1
   • December 16, 2009

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

   By AndyH, March 7, 2002
   • 3 replies
   • 1.8k views
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   • AndyH
   • March 8, 2002

4. Plan Termination Notice

   By Guest AdminFL, November 7, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • November 7, 2001

5. Bankruptcy and Safe Harbor Contributions

   By Guest gopher2378, June 15, 2009
   • 1 reply
   • 1.8k views
   • 
   • K2retire
   • June 16, 2009

6. Plan Termination - The Final Valuation

   By Guest mingblue, January 8, 2007
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • February 15, 2007

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

   By John A, August 9, 2000
   • 0 replies
   • 1.8k views
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   • John A
   • August 9, 2000

8. 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

9. Amendments to Terminating Plans

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

10. Testing ADP on a terminated plan

    By Guest Melissa Winslow, March 20, 2000
    • 1 reply
    • 1.8k views
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    • Alonzo
    • March 21, 2000

11. Retroactive PS Plan Termination date?

    By mschwechter, March 21, 2006
    • 2 replies
    • 1.8k views
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    • Guest
    • March 21, 2006

12. 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

13. Partial Termination

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

14. 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

15. Plan Terminations in FDIC Take-Over

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

16. DB Plan Termination Question

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

17. Deceased participant's account

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

18. Defined Benefits Pension Plan:

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

19. Distribution of annuity upon termination of plan

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

20. termination of 401(k)

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

21. 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

22. 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

23. 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

24. Conversion Choice

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

25. 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

26. Terminated Plan, Final 5500, investments remaining

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

27. Terminating a ROBS

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

28. Participating Annuity Contracts in DB plan termination

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

29. Excess Assets on Termination

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

30. Missing Participant PBGC

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

31. 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

32. Proposed DOL Abandoned Plan Regulations

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

33. PBGC standard termination

    By Jakyasar, October 22, 2020
    • 6 replies
    • 1.8k views
    • 
    • Jakyasar
    • October 26, 2020

34. 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

35. 5310 Determination Letter Provides Document Reliance?

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

36. Is 100% vested required?

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

37. Sale of assets

    By Guest ship10@aol.com, September 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • jpod
    • September 21, 2007

38. Plan Termination Assumptions

    By Guest MrActuary, September 25, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2006

39. Defined Benefit Plan Termination

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

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

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

41. 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

42. Partial Terminations

    By Guest Sabadee!, July 24, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 24, 2008

43. Distributions to Lost Participants with Balances < $1000

    By Guest Margaret25, April 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • Archimage
    • April 26, 2006

44. 415 Limit in Year of Termination

    By Guest Sherri M. Miller, November 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 15, 2001

45. Plan terminating but participant won't request distribution

    By M Norton, August 25, 2010
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • August 25, 2010

46. Reporting Asset Reversion

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

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. 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

49. Amending/Restating for Termination: Style & Substance Question

    By Guest Much2Learn, September 6, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 12, 2002

50. Liabililty for Spin Off Plan

    By Just Me, February 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • February 11, 2005