Plan Terminations

806 topics in this forum

1. Partial Termination - 100% Vesting Question

   By MarZDoates, May 24
   • 7 replies
   • 313 views
   • 
   • SavingsRUS
   • June 20

2. Plan termination, top heavy

   By DMcGovern, June 7
   • 3 replies
   • 167 views
   • 
   • Tom Poje
   • June 9

3. Frozen 401k plan

   By cpc0506, June 7
   • 9 replies
   • 136 views
   • 
   • BG5150
   • June 8

4. Plan termination - short year or not?

   By Belgarath, June 7
   • 3 replies
   • 117 views
   • 
   • Mike Preston
   • June 7

5. Plan Termination Date Revision

   By 401_noob, June 7
   • 2 replies
   • 161 views
   • 
   • ESOP Guy
   • June 7

6. Options Available to Acitves

   By ndj2377, June 5
   • 7 replies
   • 146 views
   • 
   • My 2 cents
   • June 5

7. Participants reappear after plan termination

   By Carol V. Calhoun, May 25
   • 6 replies
   • 288 views
   • 
   • Mike Preston
   • June 2

8. NOIT - 60 days

   By ndj2377, June 2
   • 2 replies
   • 68 views
   • 
   • ndj2377
   • June 2

9. Cash Balance Plan Termination - Difficult Annuity Purchase

   By DW, May 26
   • 7 replies
   • 154 views
   • 
   • My 2 cents
   • May 31

10. Safe harbor contrib

    By thepensionmaven, May 17   

    • safe harbor non-elective
    • 1 reply
    • 206 views
    • 
    • Tom Poje
    • May 17

11. Partial Plan Termination?

    By Belgarath, May 15
    • 1 reply
    • 186 views
    • 
    • K2retire
    • May 15

12. Final 5500 Extended Due Date

    By Pension RC, March 22
    • 2 replies
    • 408 views
    • 
    • Calavera
    • March 23

13. Active receiving benefit

    By Pension RC, February 20
    • 1 reply
    • 282 views
    • 
    • david rigby
    • February 20

14. Overfunded Defined Benefit Small Plan Termination

    By overfunded, February 16
    • 4 replies
    • 288 views
    • 
    • My 2 cents
    • February 17

15. File 5310 in advance of termination date?

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

16. PBGC plan termination and DRO

    By pensionreview, February 7
    • 2 replies
    • 183 views
    • 
    • david rigby
    • February 7

17. Distribute assets within 12 months

    By Trisports, January 20
    • 4 replies
    • 337 views
    • 
    • My 2 cents
    • January 20

18. small plan termination. taxes not withheld

    By Lori H, October 26, 2016
    • 1 reply
    • 717 views
    • 
    • Bird
    • October 26, 2016

19. Stale Uncashed Checks After Plan Termination - what to do with them?

    By waid10, September 16, 2016   

    • pension
    • stale checks
    • (and 1 more)

      Tagged with:

      • pension
      • stale checks
      • uncashed checks
    • 14 replies
    • 911 views
    • 
    • Mike Preston
    • September 22, 2016

20. Merging plan but noted as Terminating on plan audit

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

21. Insurance in terminating MPP plan

    By kwalified, August 2, 2016
    • 4 replies
    • 584 views
    • 
    • ETA Consulting LLC
    • August 3, 2016

22. profit sharing plan with insurance

    By thepensionmaven, July 29, 2016
    • 4 replies
    • 372 views
    • 
    • ETA Consulting LLC
    • July 29, 2016

23. GIC Surrender Charge - Terminated Plan

    By 52626, February 26, 2016
    • 10 replies
    • 734 views
    • 
    • GMK
    • July 21, 2016

24. Merging of assets except loans

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

25. QTA Needed for Abandoned Plan

    By Flyboyjohn, June 16, 2016
    • 5 replies
    • 691 views
    • 
    • Kevin C
    • June 20, 2016