Plan Terminations

852 topics in this forum

1. 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
   • 74 views
   • 
   • Bumppo23
   • April 21

2. Undoing a termination

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

3. plan termination and vesting of terminated participant

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

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

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

5. Plan Termination and Guardian Plan

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

6. Termination of 401K in a controlled group

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

7. Controlled Group

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

8. MPP Plan

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

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

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

10. 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
    • 94 views
    • 
    • MadDog1111
    • November 29, 2018

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

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

12. dumb question RE unlocated participant

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

13. MEPs, PEPs & Plan Terminations

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

14. Missed the deadline to file the PBGC 500

    By JARichardson, August 29, 2018   

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

15. 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, 2018   

    • partial termination
    • vesting
    • (and 2 more)

      Tagged with:

      • partial termination
      • vesting
      • 411(d)(6)
      • affected employees
    • 2 replies
    • 188 views
    • 
    • Luke Bailey
    • August 27, 2018

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

    By Bumppo23, March 15, 2018   

    • 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
    • 683 views
    • 
    • PensionPro
    • August 22, 2018

17. vesting for terminated participant

    By Tom, August 9, 2018
    • 4 replies
    • 316 views
    • 
    • Tom
    • August 13, 2018

18. Safe Harbor Mid-Year Termination

    By Vlad401k, October 16, 2017
    • 5 replies
    • 2,110 views
    • 
    • Below Ground
    • August 3, 2018

19. Lump Sum Option for Current Retirees upon Plan Termination

    By beartd, August 1, 2018
    • 2 replies
    • 274 views
    • 
    • Luke Bailey
    • August 2, 2018

20. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

    By maverick, September 24, 2002
    • 3 replies
    • 1,094 views
    • 
    • Below Ground
    • July 23, 2018

21. Partial plan termination - employees fired for dishonesty

    By rblum50, July 18, 2018
    • 12 replies
    • 444 views
    • 
    • CJ Allen
    • July 19, 2018

22. Options Available to Actives

    By ndj2377, June 5, 2017
    • 9 replies
    • 515 views
    • 
    • draper1
    • July 12, 2018

23. Amending a plan after submitting to PBGC

    By Earl, June 27, 2018
    • 2 replies
    • 310 views
    • 
    • Earl
    • June 28, 2018

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

    By Ted Munice, June 26, 2018   

    • excess assets
    • non-actives
    • 0 replies
    • 149 views
    • 
    • Ted Munice
    • June 26, 2018

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

    By kmhaab, May 31, 2018
    • 3 replies
    • 499 views
    • 
    • kmhaab
    • June 5, 2018