Plan Terminations

1,075 topics in this forum

1. 204(h) notice on termination

   By Guest JM123, July 14, 2008
   • 3 replies
   • 2.2k views
   • 
   • JanetM
   • July 16, 2008

2. Plan sponsor reincorporation

   By Guest boltontd, August 15, 2005
   • 3 replies
   • 1.4k views
   • 
   • chris
   • August 22, 2005

3. Plan is terminating, not the participant: RMD needed?

   By AlbanyConsultant, March 22, 2018
   • 3 replies
   • 1.4k views
   • 
   • AlbanyConsultant
   • March 23, 2018

4. ESOP Plan Termination

   By MAS, March 22, 2018
   • 3 replies
   • 1.2k views
   • 
   • CuseFan
   • March 23, 2018

5. Defined Benefit Termination - $0 Accrued Benefit

   By pixiebear, April 14, 2022
   • 3 replies
   • 897 views
   • 
   • david rigby
   • April 15, 2022

6. Partial Plan Termination - Controlled Group of Corps with 2 plans ( 1

   By Guest HFOSTER, November 13, 2002
   • 3 replies
   • 2.2k views
   • 
   • david rigby
   • November 13, 2002

7. Do we have a distributable event?

   By Santo Gold, October 10, 2023
   • 3 replies
   • 945 views
   • 
   • Santo Gold
   • October 17, 2023

8. Plan Termination - Post PPA restatement - DC plan

   By Lou S., February 26, 2016
   • 3 replies
   • 1.3k views
   • 
   • Lou S.
   • February 26, 2016

9. Bogus SSN used for employment. Plan Now Terminating

   By Vikram Kalra, August 18, 2021
   • 3 replies
   • 719 views
   • 
   • Vikram Kalra
   • September 29, 2021

10. Frozen MPP

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

11. Is it a successor plan if it exists before the termination date of the 401k plan?

    By Santo Gold, March 26, 2009
    • 3 replies
    • 3.6k views
    • 
    • Santo Gold
    • March 27, 2009

12. True up

    By PS, October 13, 2021
    • 3 replies
    • 606 views
    • 
    • BG5150
    • October 20, 2021

13. Distributing assets prior to Determination Letter

    By Guest HHR, November 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 25, 2002

14. Can't find terminated participants.

    By Guest Don J. Smith, September 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 25, 2000

15. Terminated DB Plan

    By Guest Sieve, November 25, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 30, 2008

16. Earnings reversion to ER

    By Guest dukec, September 16, 2003
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • September 16, 2003

17. Terminating a safe harbor plan

    By Guest Celtics, December 20, 2013
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • December 27, 2013

18. DC plan termination

    By thepensionmaven, March 10, 2011
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2011

19. CARES-ACT

    By PS, August 24, 2021
    • 3 replies
    • 798 views
    • 
    • RatherBeGolfing
    • August 25, 2021

20. Distribution from terminated? plan

    By chris, May 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • chris
    • May 11, 2001

21. No 5500 EZ filings

    By MarZDoates, May 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2004

22. Termination Process

    By Randy Watson, October 7, 2009
    • 3 replies
    • 1.4k views
    • 
    • Randy Watson
    • October 7, 2009

23. Plan that never really starts...need for termination?

    By RayRay, January 24, 2023
    • 3 replies
    • 786 views
    • 
    • BG5150
    • February 6, 2023

24. File 5310 in advance of termination date?

    By cathyw, February 8, 2017
    • 3 replies
    • 955 views
    • 
    • Mike Preston
    • February 13, 2017

25. 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

26. 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

27. Form 500 Line 9 - Active Participants Covered by Other Plans

    By Pension RC, May 2, 2016
    • 3 replies
    • 644 views
    • 
    • david rigby
    • May 3, 2016

28. Identity of Interested Parties

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

29. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • October 31, 2003

30. UNITED STATES v. WINDSOR

    By PS, September 1, 2021
    • 3 replies
    • 980 views
    • 
    • PS
    • September 2, 2021

31. Is the IRS accepting Form 5310's prior to restatement of plan document

    By Guest PGross, December 13, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2000

32. Partial Termination

    By jkharvey, August 11, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 14, 2002

33. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1.8k views
    • 
    • Below Ground
    • July 23, 2018

34. Plan merger actually...

    By Santo Gold, January 31, 2023
    • 3 replies
    • 742 views
    • 
    • Santo Gold
    • February 2, 2023

35. Partial Plan Termination--Who Do You Vest?

    By Guest NPWA, May 22, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • May 22, 2002

36. Insufficient termination -- how to make sufficient

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

37. Plan Termination Resolution

    By Rob P, October 13, 2008
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • October 14, 2008

38. lost/missing participant

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

39. Good Faith Amendment

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

40. Recourse for PBGC denial of application

    By Guest Rags, October 12, 2009
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 13, 2009

41. Terminating Pre-Approved Plan - Update for Qualification Requirements?

    By kmhaab, May 31, 2018
    • 3 replies
    • 1.3k views
    • 
    • kmhaab
    • June 5, 2018

42. Replacement/successor plans

    By pbarrett, May 27, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • May 27, 1999

43. terminating a plan with no plan sponsor

    By eilano, September 20, 2001
    • 3 replies
    • 1.7k views
    • 
    • chris
    • September 21, 2001

44. soon to be orphan plan

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

45. Reversion - Termination before 1986

    By Guest cphs, September 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • October 1, 2004

46. Demo 6 on cross tested PS plan

    By Belgarath, July 28, 2009
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • October 14, 2009

47. IRS turnaround time for Determination Letters on Plan Termination?

    By kmhaab, August 19, 2019
    • 3 replies
    • 960 views
    • 
    • John314
    • August 21, 2019

48. Terminating DC 401k Plan

    By PS, June 29, 2023
    • 3 replies
    • 879 views
    • 
    • Roycal
    • July 3, 2023

49. EGTRRA Restatement on Terminated plan

    By jkharvey, April 2, 2009
    • 3 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 3, 2009

50. Pending Form 5300

    By ERISA25, June 8, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • June 8, 2011