Plan Terminations

1,069 topics in this forum

1. Invoice reimbursement

   By PS, May 23, 2024
   • 0 replies
   • 554 views
   • 
   • PS
   • May 23, 2024

2. IRA accounts for Missing Participants

   By Guest rgorman, December 21, 2006
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • December 22, 2006

3. IRS Announcement 2011-82

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

4. IRS approval on this plan termination? Doubtful.

   By Guest dhall, September 27, 2008
   • 12 replies
   • 4.2k views
   • 
   • Lou S.
   • December 3, 2008

5. IRS Letter for Terminated Plan

   By Susan S., January 29, 2010
   • 1 reply
   • 1.6k views
   • 
   • Sully
   • January 30, 2010

6. IRS Location Program - Last Known Addresses Needed?

   By Leopurrd, January 17, 2005
   • 1 reply
   • 2.5k views
   • 
   • GBurns
   • January 17, 2005

7. IRS Missing Participant Locator Service

   By Guest Robin.Wolf, September 6, 2007
   • 3 replies
   • 4.7k views
   • 
   • pmacduff
   • September 6, 2007

8. IRS rejecting withholding amounts with "inactive" TIN on terminating plans

   By Belgarath, December 1, 2004
   • 4 replies
   • 2.2k views
   • 
   • No Name
   • December 2, 2004

9. IRS Requesting EGTRRA Amendment for Terminated Plan

   By chris, January 8, 2003
   • 2 replies
   • 1.5k views
   • 
   • chris
   • January 8, 2003

10. IRS Required Statemnt for Termination of DB Plans

    By Hoard1, March 2, 2000
    • 0 replies
    • 1.5k views
    • 
    • Hoard1
    • March 2, 2000

11. termination IRS Requires 60-day Notice for Terminations?

    By WantsToLearn, May 17, 2023   

    • profit sharing plan
    • required notices
    • (and 1 more)

      Tagged with:

      • profit sharing plan
      • required notices
      • irs
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • May 18, 2023

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

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

13. IRS User Fee Exemption - Terminating 401(k) Plan

    By emmetttrudy, December 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • emmetttrudy
    • December 23, 2013

14. Is 100% vested required?

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

15. 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

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

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

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

    By Santo Gold, March 26, 2009
    • 3 replies
    • 3.5k views
    • 
    • Santo Gold
    • March 27, 2009

18. Is plan required to contact participant in prison?

    By jkharvey, October 21, 2013   

    • Distribution at Plan term.
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 25, 2013

19. Is the choice of a distribution date in connecton with a plan terminat

    By Guest Smokin, September 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2000

20. 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

21. Is the Plan Terminated?

    By Basically, April 14, 2023
    • 13 replies
    • 1.2k views
    • 
    • Ken Marblestone
    • April 17, 2023

22. Is this a Controlled Group/Affiliated service Group?

    By himt4, December 21, 2004
    • 5 replies
    • 1.9k views
    • 
    • himt4
    • December 22, 2004

23. Is this a short plan year

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

24. Keogh DB Plan Termination

    By Mister Met, May 7, 2004
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • May 7, 2004

25. Late Notice of Plan Benefits

    By J. Bringhurst, July 6, 2007
    • 2 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • July 6, 2007

26. Late PBGC Form 500

    By Dalai Pookah, March 31, 2022
    • 1 reply
    • 561 views
    • 
    • Nate S
    • April 7, 2022

27. Liabililty for Spin Off Plan

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

28. Liability for "Missed" Participants When Sponsors Dissolves

    By Übernerd, March 15, 2007
    • 0 replies
    • 2k views
    • 
    • Übernerd
    • March 15, 2007

29. Loan offset

    By PS, March 18, 2024
    • 4 replies
    • 768 views
    • 
    • Lou S.
    • March 19, 2024

30. Loan payment after plan termination

    By Guest nlamorte, October 8, 2010
    • 2 replies
    • 3.8k views
    • 
    • TPAMan
    • October 8, 2010

31. Looking for information on Defined Contribution Recordkeepers annual C

    By Guest Gary M, March 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • March 14, 2000

32. Looking for Plan Amendment Language

    By Guest thepensionman, December 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 2004

33. Lost assets found - after plan terminated

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

34. Lost participant in a terminated plan with account greater than $5000

    By Guest mparker2028, July 18, 2005
    • 27 replies
    • 9.2k views
    • 
    • Guest
    • October 4, 2006

35. lost/missing participant

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

36. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd, August 1, 2018
    • 2 replies
    • 853 views
    • 
    • Luke Bailey
    • August 2, 2018

37. Lump Sum Option in annuity contract

    By Guest Penelope, September 17, 2007
    • 13 replies
    • 5k views
    • 
    • Guest
    • December 10, 2007

38. lump sum payouts after bankruptcy filing

    By erisageek1978, October 15, 2024
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 26, 2024

39. Lump Sum Value of Long-Ago Majority Owner 70 1/2 Election

    By Guest D.W., December 19, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 15, 2014

40. Majority Owner Waiver

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

41. Majority Owner Wants to Dump Stock Now

    By Dougsbpc, March 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 17, 2008

42. Mandatory Rollover from Terminating DB to DC Plan

    By Guest Grumpy456, May 24, 2007
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • May 24, 2007

43. may a parent assume liability for a subsidiary and avoid a termination

    By Guest ERISAQuestioner, February 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2009

44. MEPs, PEPs & Plan Terminations

    By Greg Walker, August 28, 2018
    • 9 replies
    • 5.2k views
    • 
    • Greg Walker
    • August 31, 2018

45. Merger of PS and MP - final 5500 needed?

    By Guest RONNIE WASEL, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 6, 2004

46. Merging of assets except loans

    By Lori H, November 24, 2015
    • 16 replies
    • 2.5k views
    • 
    • Lori H
    • June 28, 2016

47. Merging of Plan Sources

    By Guest KFLETT, January 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • mbozek
    • January 20, 2003

48. Merging plan but noted as Terminating on plan audit

    By Lori H, September 12, 2016
    • 2 replies
    • 699 views
    • 
    • My 2 cents
    • September 13, 2016

49. Merging/Terminating Money Purchase plan

    By MarZDoates, November 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 12, 2001

50. mid year plan termination of SH plan

    By Guest EPS2, March 22, 2011
    • 9 replies
    • 13.4k views
    • 
    • K2retire
    • March 24, 2011