Plan Terminations

809 topics in this forum

1. plan year end and extension due date for merged plan?

   By kwalified, July 12
   • 6 replies
   • 199 views
   • 
   • mchazka
   • August 3

2. 403(b) termination - restated document?

   By Belgarath, July 14
   • 4 replies
   • 156 views
   • 
   • Belgarath
   • July 18

3. Allocation of Surplus Assets

   By Pension RC, July 12
   • 4 replies
   • 131 views
   • 
   • CuseFan
   • July 14

4. Partial Termination - 100% Vesting Question

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

5. Plan termination, top heavy

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

6. Frozen 401k plan

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

7. Plan termination - short year or not?

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

8. Plan Termination Date Revision

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

9. Options Available to Acitves

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

10. Participants reappear after plan termination

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

11. NOIT - 60 days

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

12. Cash Balance Plan Termination - Difficult Annuity Purchase

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

13. Safe harbor contrib

    By thepensionmaven, May 17   

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

14. Partial Plan Termination?

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

15. Final 5500 Extended Due Date

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

16. Active receiving benefit

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

17. Overfunded Defined Benefit Small Plan Termination

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

18. File 5310 in advance of termination date?

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

19. PBGC plan termination and DRO

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

20. Distribute assets within 12 months

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

21. small plan termination. taxes not withheld

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

22. 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
    • 959 views
    • 
    • Mike Preston
    • September 22, 2016

23. Merging plan but noted as Terminating on plan audit

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

24. Insurance in terminating MPP plan

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

25. profit sharing plan with insurance

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