Plan Terminations

1,069 topics in this forum

1. Terminating a UK pension

   By Guest Quacka, March 5, 2013
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • March 13, 2013

2. DB plan annuity costs

   By ombskid, February 25, 2013
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • February 25, 2013

3. Old documents - how far back?

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

4. Plan terminating without plan attorney

   By TPApril, December 8, 2012
   • 1 reply
   • 1k views
   • 
   • ETA Consulting LLC
   • December 8, 2012

5. Profit Sharing termination

   By rfahey, December 5, 2012
   • 0 replies
   • 1.3k views
   • 
   • rfahey
   • December 5, 2012

6. Missing participants for whom automatic rollovers were done

   By Pension RC, November 29, 2012
   • 2 replies
   • 2k views
   • 
   • Mike Preston
   • November 30, 2012

7. soon to be orphan plan

   By Santo Gold, October 26, 2012
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • October 29, 2012

8. PBGC Termination..or Not?

   By mphs77, October 25, 2012
   • 2 replies
   • 1.2k views
   • 
   • mphs77
   • October 25, 2012

9. Plan Termination-Ongoing Duty?

   By Randy Watson, October 22, 2012
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • October 23, 2012

10. Settlement Fees Received after Plan Termination -HELP

    By Guest jvgatty, May 28, 2010
    • 12 replies
    • 5.1k views
    • 
    • PensionPro
    • October 2, 2012

11. Cash Balance Termination

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

12. Effect of new MAP-21

    By Belgarath, September 25, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 25, 2012

13. DB plan term optional forms

    By ombskid, September 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • September 25, 2012

14. Majority Owner Waiver

    By Randy Watson, September 22, 2010
    • 17 replies
    • 5.9k views
    • 
    • Eric Taylor
    • September 11, 2012

15. Partial Plan Termination

    By Nassau, September 7, 2012
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • September 7, 2012

16. termination of plan and multiple distribution events

    By Guest kco7, August 31, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 31, 2012

17. force out distributions with QJSA provisions

    By K2retire, August 28, 2012
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • August 29, 2012

18. Form 5310 Question

    By Eric Taylor, August 20, 2012
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20, 2012

19. lost/missing participant

    By Chippy, August 1, 2012
    • 3 replies
    • 1.7k views
    • 
    • Hojo
    • August 9, 2012

20. Defined benefit plan termination

    By Belgarath, June 26, 2012
    • 6 replies
    • 2k views
    • 
    • Belgarath
    • July 3, 2012

21. Uncashed checks returned to employee account in terminated plan

    By Guest carolg, June 20, 2012
    • 5 replies
    • 2.5k views
    • 
    • 00hskrgrl
    • June 22, 2012

22. Submitting a terminated plan to the IRS (Form 5310)

    By John Feldt ERPA CPC QPA, June 5, 2012
    • 5 replies
    • 5k views
    • 
    • Mike Preston
    • June 14, 2012

23. 1099-R for an annuity?

    By JButtrick, June 6, 2012
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • June 11, 2012

24. contributions after termination

    By Scuba 401, May 31, 2012
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • June 1, 2012

25. Where does it say LOD is voluntary

    By ombskid, May 21, 2012
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • May 21, 2012

26. Plan terminaiton with a mortgage

    By doombuggy, May 16, 2012
    • 0 replies
    • 1.2k views
    • 
    • doombuggy
    • May 16, 2012

27. Uncashed checks post-plan termination

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

28. terminate 401k s/h

    By jkharvey, May 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 11, 2012

29. Is going out of business a "substantial business hardship"

    By AlbanyConsultant, April 27, 2012
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • May 3, 2012

30. IRS Announcement 2011-82

    By Doghouse, April 24, 2012
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • April 26, 2012

31. 5310 Submission question

    By Richard Anderson, April 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 24, 2012

32. Plan Termination and Last Day Rule

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

33. PBGC audit briefly resurrects plan

    By SheilaD, April 3, 2012
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • April 4, 2012

34. Plan Termination - Distribution to Trustee

    By Zoey, February 17, 2012
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • February 28, 2012

35. Can plan adopt termination post-4/30/10 w/o restating?

    By AlbanyConsultant, August 24, 2010
    • 12 replies
    • 2.6k views
    • 
    • Belgarath
    • February 15, 2012

36. Assets moved into Terminated Plan

    By Guest Beneflaw, February 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 6, 2012

37. Plan Termination - Outstanding Loans

    By Guest Christie Loeslein, December 29, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 29, 2011

38. 5 year break occurs in year of plan termination

    By Belgarath, December 27, 2011
    • 0 replies
    • 929 views
    • 
    • Belgarath
    • December 27, 2011

39. Spouse Refuses to Consent

    By Guest LHart, November 14, 2011
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 15, 2011

40. Payment of FIT withholding, business no longer exists

    By CLE401kGuy, November 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 11, 2011

41. Plan termination

    By Belgarath, November 8, 2011
    • 9 replies
    • 2.1k views
    • 
    • Belgarath
    • November 10, 2011

42. 401(k) Plan Term- VFCP corrections

    By Guest MTransue, November 4, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 4, 2011

43. Lost assets found - after plan terminated

    By Guest TaxedToDeath, November 3, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 3, 2011

44. Non-responsive participants

    By Guest CWM, December 20, 2009
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 28, 2011

45. must the plan trustee sign?

    By K2retire, October 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 20, 2011

46. Defined Benefit Plan Termination

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

47. Offering Lump Sum on Plan Termination

    By WestCoast, September 30, 2011
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 30, 2011

48. Options for life insurance contracts in a terminating MPP Plan

    By Lori H, September 20, 2011
    • 27 replies
    • 4.7k views
    • 
    • Guest
    • September 23, 2011

49. Is this a short plan year

    By RDY2RTR, September 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 21, 2011

50. Plan termination due to death of owner

    By Guest lindamichals, September 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • September 15, 2011