Plan Terminations

859 topics in this forum

1. Appoint Plan Admin committee members after plan termination?

   By kmhaab, Friday at 09:22 PM
   • 7 replies
   • 43 views
   • 
   • Larry Starr
   • 35 minutes ago

2. Plan termination payouts

   By pmacduff, September 10
   • 4 replies
   • 113 views
   • 
   • Bill Presson
   • September 11

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

   By kmhaab, August 19
   • 3 replies
   • 252 views
   • 
   • John314
   • August 21

4. Safe Harbor 401k Plan Termination

   By mming, July 31
   • 3 replies
   • 329 views
   • 
   • Mike Preston
   • August 4

5. Top heavy for year of termination in 401(k)

   By Belgarath, July 30
   • 2 replies
   • 146 views
   • 
   • Belgarath
   • July 30

6. vesting on plan termination

   By draper1, July 22
   • 1 reply
   • 172 views
   • 
   • 401_noob
   • July 24

7. terminated participant resurfaces

   By thepensionmaven, June 11
   • 6 replies
   • 569 views
   • 
   • rocknrolls2
   • June 12

8. Full vesting upon plan termination

   By k man, August 3, 2001
   • 10 replies
   • 4,956 views
   • 
   • Kal
   • June 5

9. Fully Insured Defined Benefit Plans; Must One Submit Schedules SB and/or AFTAP(s)?

   By Bumppo23, April 21   

   • aftap
   • defined benefit
   • (and 5 more)

     Tagged with:

     • aftap
     • defined benefit
     • schedule sb
     • form 5310
     • pension
     • termination
     • submission
   • 0 replies
   • 145 views
   • 
   • Bumppo23
   • April 21

10. Undoing a termination

    By draper1, April 12
    • 4 replies
    • 231 views
    • 
    • JustnERPA
    • April 16

11. plan termination and vesting of terminated participant

    By Chippy, March 21
    • 7 replies
    • 540 views
    • 
    • Luke Bailey
    • March 26

12. DB/DC Combo - Timing of Termination Amendment Adoption

    By Towanda, March 13
    • 0 replies
    • 140 views
    • 
    • Towanda
    • March 13

13. Plan Termination and Guardian Plan

    By Pri, February 6
    • 1 reply
    • 391 views
    • 
    • Kevin C
    • February 7

14. Termination of 401K in a controlled group

    By Pri, January 22
    • 4 replies
    • 357 views
    • 
    • Pri
    • February 6

15. Controlled Group

    By Pri, January 18
    • 5 replies
    • 264 views
    • 
    • Luke Bailey
    • January 18

16. MPP Plan

    By Pri, January 15
    • 8 replies
    • 228 views
    • 
    • Pri
    • January 16

17. Asset sale & Plan Termination--paying out "terminated employees"

    By Minnesota planner, December 28, 2018
    • 4 replies
    • 308 views
    • 
    • Larry Starr
    • January 2

18. stock bonus plan Closely held stock on ESBP Plan Termination

    By MadDog1111, November 29, 2018   

    • plan termination
    • closely held stock
    • (and 2 more)

      Tagged with:

      • plan termination
      • closely held stock
      • employer stock
      • esop
    • 0 replies
    • 131 views
    • 
    • MadDog1111
    • November 29, 2018

19. No filing fee for form 5300, but what about the 5310?

    By katieinny, September 21, 2018
    • 0 replies
    • 391 views
    • 
    • katieinny
    • September 21, 2018

20. dumb question RE unlocated participant

    By thepensionmaven, September 10, 2018
    • 4 replies
    • 317 views
    • 
    • Larry Starr
    • September 12, 2018

21. MEPs, PEPs & Plan Terminations

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

22. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

    • db
    • 2 replies
    • 309 views
    • 
    • JARichardson
    • August 29, 2018

23. Partial Termination; even if one can correlate the wave of involuntary severance to a particular quarter of the plan year, those who left within the same applicable period perhaps stand as also due full vesting

    By Bumppo23, August 25, 2018   

    • partial termination
    • vesting
    • (and 2 more)

      Tagged with:

      • partial termination
      • vesting
      • 411(d)(6)
      • affected employees
    • 2 replies
    • 235 views
    • 
    • Luke Bailey
    • August 27, 2018

24. The Set of Affected Employees as Compared/Contrasted across Partial Terminations, Plan Terminations and Discontinuance of Contributions

    By Bumppo23, March 15, 2018   

    • vesting
    • plan termination
    • (and 8 more)

      Tagged with:

      • vesting
      • plan termination
      • termination
      • partial termination
      • account balance
      • employees
      • participants
      • affected employees
      • affected participants
      • vested account balance
    • 5 replies
    • 864 views
    • 
    • PensionPro
    • August 22, 2018

25. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 386 views
    • 
    • Tom
    • August 13, 2018