Plan Terminations

837 topics in this forum

1. vesting for terminated participant

   By Tom, August 9
   • 4 replies
   • 143 views
   • 
   • Tom
   • Monday at 06:36 PM

2. Safe Harbor Mid-Year Termination

   By Vlad401k, October 16, 2017
   • 5 replies
   • 755 views
   • 
   • Below Ground
   • August 3

3. Lump Sum Option for Current Retirees upon Plan Termination

   By beartd, August 1
   • 2 replies
   • 92 views
   • 
   • Luke Bailey
   • August 2

4. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

   By maverick, September 24, 2002
   • 3 replies
   • 1,053 views
   • 
   • Below Ground
   • July 23

5. Partial plan termination - employees fired for dishonesty

   By rblum50, July 18
   • 12 replies
   • 313 views
   • 
   • CJ Allen
   • July 19

6. Options Available to Actives

   By ndj2377, June 5, 2017
   • 9 replies
   • 424 views
   • 
   • draper1
   • July 12

7. Amending a plan after submitting to PBGC

   By Earl, June 27
   • 2 replies
   • 206 views
   • 
   • Earl
   • June 28

8. allocation of excess assets limted to 8% for non-actives

   By Ted Munice, June 26   

   • excess assets
   • non-actives
   • 0 replies
   • 80 views
   • 
   • Ted Munice
   • June 26

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

   By kmhaab, May 31
   • 3 replies
   • 381 views
   • 
   • kmhaab
   • June 5

10. Asset Sale - Plan Termination Date

    By NickG, May 2   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 257 views
    • 
    • Lou S.
    • May 4

11. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5
    • 1 reply
    • 278 views
    • 
    • Madison71
    • April 5

12. Unresponsive Participant

    By CEW, March 20   

    • plan termination; participant balances
    • 16 replies
    • 664 views
    • 
    • Belgarath
    • March 26

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

    By AlbanyConsultant, March 22
    • 3 replies
    • 251 views
    • 
    • AlbanyConsultant
    • March 23

14. ESOP Plan Termination

    By MAS, March 22
    • 3 replies
    • 191 views
    • 
    • CuseFan
    • March 23

15. Refund of fees reactivates plan over a year later?

    By AlbanyConsultant, March 19
    • 5 replies
    • 282 views
    • 
    • AlbanyConsultant
    • March 19

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

    By Bumppo23, March 15   

    • 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
    • 2 replies
    • 288 views
    • 
    • Bob the Swimmer
    • March 17

17. Unsold real estate only asset in plan

    By rblum50, February 27
    • 14 replies
    • 623 views
    • 
    • BG5150
    • March 5

18. Underfunded Abandoned Pension Plan

    By Saiai, February 26   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • terminate
      • underfunded
    • 8 replies
    • 223 views
    • 
    • Luke Bailey
    • February 28

19. Small Balances in PBGC Plan Term

    By Earl, February 17
    • 0 replies
    • 175 views
    • 
    • Earl
    • February 17

20. PS plan - company being sold

    By thepensionmaven, February 9
    • 4 replies
    • 336 views
    • 
    • EBECatty
    • February 13

21. DC plan - post termination amendment to allow partial distributions

    By Belgarath, January 12
    • 7 replies
    • 596 views
    • 
    • Belgarath
    • January 16

22. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5
    • 8 replies
    • 570 views
    • 
    • Luke Bailey
    • January 9

23. DB Terminated and assets distributed - somehow missed an account

    By waid10, December 18, 2017
    • 10 replies
    • 595 views
    • 
    • waid10
    • January 9

24. Participants reappear after plan termination

    By Carol V. Calhoun, May 25, 2017
    • 7 replies
    • 548 views
    • 
    • waid10
    • December 19, 2017

25. Given the cost of filing a 5310, how many are still doing it?

    By katieinny, December 7, 2017   

    • how are you handling your terminations?
    • 9 replies
    • 514 views
    • 
    • Bird
    • December 11, 2017