Plan Terminations

842 topics in this forum

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

   By katieinny, September 21
   • 0 replies
   • 134 views
   • 
   • katieinny
   • September 21

2. dumb question RE unlocated participant

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

3. MEPs, PEPs & Plan Terminations

   By Greg Walker, August 28
   • 9 replies
   • 261 views
   • 
   • Greg Walker
   • August 31

4. Missed the deadline to file the PBGC 500

   By JARichardson, August 29   

   • db
   • 2 replies
   • 143 views
   • 
   • JARichardson
   • August 29

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

   By Bumppo23, August 25   

   • partial termination
   • vesting
   • (and 2 more)

     Tagged with:

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

6. 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
   • 5 replies
   • 464 views
   • 
   • PensionPro
   • August 22

7. vesting for terminated participant

   By Tom, August 9
   • 4 replies
   • 215 views
   • 
   • Tom
   • August 13

8. Safe Harbor Mid-Year Termination

   By Vlad401k, October 16, 2017
   • 5 replies
   • 1,111 views
   • 
   • Below Ground
   • August 3

9. Lump Sum Option for Current Retirees upon Plan Termination

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

10. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1,073 views
    • 
    • Below Ground
    • July 23

11. Partial plan termination - employees fired for dishonesty

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

12. Options Available to Actives

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

13. Amending a plan after submitting to PBGC

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

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

    By Ted Munice, June 26   

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

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

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

16. 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
    • 308 views
    • 
    • Lou S.
    • May 4

17. Terminating a Multiple Employer Plan During a DOL Audit

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

18. Unresponsive Participant

    By CEW, March 20   

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

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

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

20. ESOP Plan Termination

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

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

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

22. Unsold real estate only asset in plan

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

23. Underfunded Abandoned Pension Plan

    By Saiai, February 26   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

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

24. Small Balances in PBGC Plan Term

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

25. PS plan - company being sold

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