Plan Terminations

862 topics in this forum

1. Terminating non-PBGC covered Defined Benefit Plan

   By pixiebear, November 1
   • 1 reply
   • 202 views
   • 
   • CuseFan
   • November 1

2. Terminated Plan, Final 5500, investments remaining

   By FortinDM, October 25
   • 5 replies
   • 254 views
   • 
   • BG5150
   • October 28

3. Successor Plan Issue

   By ERISA-Bubs, September 24
   • 10 replies
   • 895 views
   • 
   • ERISA-Bubs
   • September 27

4. Appoint Plan Admin committee members after plan termination?

   By kmhaab, September 20
   • 7 replies
   • 106 views
   • 
   • Larry Starr
   • September 23

5. Plan termination payouts

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

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

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

7. Safe Harbor 401k Plan Termination

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

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

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

9. vesting on plan termination

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

10. terminated participant resurfaces

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

11. Full vesting upon plan termination

    By k man, August 3, 2001
    • 10 replies
    • 5,042 views
    • 
    • Kal
    • June 5

12. 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
    • 158 views
    • 
    • Bumppo23
    • April 21

13. Undoing a termination

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

14. plan termination and vesting of terminated participant

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

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

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

16. Plan Termination and Guardian Plan

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

17. Termination of 401K in a controlled group

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

18. Controlled Group

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

19. MPP Plan

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

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

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

21. 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
    • 146 views
    • 
    • MadDog1111
    • November 29, 2018

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

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

23. dumb question RE unlocated participant

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

24. MEPs, PEPs & Plan Terminations

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

25. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

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