Plan Terminations

1,074 topics in this forum

1. terminating underfunded MP plan

   By Santo Gold, January 26, 2006
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 30, 2006

2. PBGC standard termination

   By Jakyasar, October 22, 2020
   • 6 replies
   • 1.9k views
   • 
   • Jakyasar
   • October 26, 2020

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. Plan Termination - The Final Valuation

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

6. Bankruptcy and Safe Harbor Contributions

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

7. 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

8. 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

9. Testing ADP on a terminated plan

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

10. DB Plan Termination Question

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

11. 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

12. 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

13. Retroactive PS Plan Termination date?

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

14. Partial Termination

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

15. Amendments to Terminating Plans

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

16. 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

17. 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

18. Plan Terminations in FDIC Take-Over

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

19. Deceased participant's account

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

20. Distribution of annuity upon termination of plan

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

21. termination of 401(k)

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

22. Defined Benefits Pension Plan:

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

23. Terminated Plan, Final 5500, investments remaining

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

24. Asset Sale -Plan Termination

    By thepensionmaven, May 19, 2022
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 22, 2022

25. 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

26. Conversion Choice

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

27. Terminating a ROBS

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

28. 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

29. 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

30. 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

31. Participating Annuity Contracts in DB plan termination

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

32. Is 100% vested required?

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

33. ESOP Termination - Merger/Acquisition

    By PS, September 15, 2022
    • 5 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • September 15, 2022

34. Proposed DOL Abandoned Plan Regulations

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

35. Excess Assets on Termination

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

36. 5310 Determination Letter Provides Document Reliance?

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

37. 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

38. Missing Participant PBGC

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

39. 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

40. 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

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

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

42. Defined Benefit Plan Termination

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

43. Termination of 401K in a controlled group

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

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

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

45. Reporting Asset Reversion

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

46. Sale of assets

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

47. Plan Termination Assumptions

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

48. 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

49. Partial Terminations

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

50. 415 Limit in Year of Termination

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