Plan Terminations

1,025 topics in this forum

1. Plan terminating, but wife has gone awol

   By kwalified, December 10, 2015
   • 6 replies
   • 920 views
   • 
   • Bird
   • December 11, 2015

2. Termination after settlement but before QDRO entered

   By Salt1968, December 8, 2015   

   • Termination
   • QDRO
   • (and 2 more)

     Tagged with:

     • Termination
     • QDRO
     • Defined Benefit
     • Divorce
   • 4 replies
   • 1.6k views
   • 
   • Salt1968
   • December 9, 2015

3. DB plan distributions to active employees

   By Übernerd, November 23, 2015   

   • defined benefit plans
   • plan termination
   • (and 1 more)

     Tagged with:

     • defined benefit plans
     • plan termination
     • in-service distributions
   • 0 replies
   • 906 views
   • 
   • Übernerd
   • November 23, 2015

4. Found Money after Termination

   By Briandfox, November 3, 2015
   • 8 replies
   • 1.1k views
   • 
   • ESOP Guy
   • November 4, 2015

5. PBGC requesting extra information with form 501

   By SheilaD, October 26, 2015   

   • plan term
   • 501
   • (and 2 more)

     Tagged with:

     • plan term
     • 501
     • pbgc
     • document
   • 3 replies
   • 1.5k views
   • 
   • My 2 cents
   • October 29, 2015

6. 403(b) Delayed Plan Termination

   By dangocek, October 25, 2015   

   • 403(b)
   • termination
   • (and 1 more)

     Tagged with:

     • 403(b)
     • termination
     • 5500
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • October 26, 2015

7. Question of Post-Distribution Certification

   By Pension RC, October 23, 2015
   • 1 reply
   • 772 views
   • 
   • My 2 cents
   • October 23, 2015

8. Reportable Event After Plan Termination Date

   By JJRetirement, December 31, 2013
   • 2 replies
   • 1.4k views
   • 
   • JJRetirement
   • August 24, 2015

9. Partial Plan Temination - "Affected" Participants

   By Flyboyjohn, August 14, 2015
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • August 17, 2015

10. HCE takes benefit first

    By Dougsbpc, July 20, 2015
    • 1 reply
    • 790 views
    • 
    • Bird
    • July 21, 2015

11. Obtaining Annuity Bidders

    By Andy the Actuary, July 2, 2015
    • 1 reply
    • 880 views
    • 
    • Kevin C
    • July 2, 2015

12. Post Termination Revenue Sharing

    By Ed Proulx, July 1, 2015   

    • Revenue Sharing
    • Fees
    • (and 1 more)

      Tagged with:

      • Revenue Sharing
      • Fees
      • termination
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • July 1, 2015

13. Terminated Plan wants to Self Correct Omission of Eligible Participant

    By 401kQ's, June 10, 2015
    • 0 replies
    • 854 views
    • 
    • 401kQ's
    • June 10, 2015

14. Way to Undo a new plan?

    By justanotheradmin, June 3, 2015
    • 4 replies
    • 887 views
    • 
    • justanotheradmin
    • June 4, 2015

15. Terminate Solo 401k to consolidate into SEP IRA

    By jjfacejj, April 29, 2015
    • 5 replies
    • 3k views
    • 
    • Bird
    • May 4, 2015

16. Employer wants to change mind on plan termination

    By Santo Gold, May 1, 2015
    • 1 reply
    • 1.1k views
    • 
    • hr for me
    • May 1, 2015

17. Social Security Integration

    By jpod, April 24, 2015
    • 1 reply
    • 932 views
    • 
    • david rigby
    • April 24, 2015

18. Partial Plan Termination & Reinstate Forfeitures

    By Gruegen, April 20, 2015
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • April 20, 2015

19. Diligent Search

    By Pension RC, March 31, 2015
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • April 10, 2015

20. 5500 deadline for Terminated Plan

    By Guest crystalg, March 18, 2002
    • 3 replies
    • 4.2k views
    • 
    • Mike Preston
    • March 31, 2015

21. Defined Benefit Pension Plan -- Permanency Issue

    By JRN, March 31, 2015
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 31, 2015

22. Post retirement benefits - plan terminating

    By almostanactuary, March 23, 2015
    • 1 reply
    • 2k views
    • 
    • david rigby
    • March 23, 2015

23. Terminating 401k safe harbor match mid year

    By Tagpay, February 24, 2015
    • 7 replies
    • 2.7k views
    • 
    • Lou S.
    • February 24, 2015

24. Terminating profit sharing plan wants to force rollovers to co's 401k plan.

    By katieinny, November 9, 2012
    • 14 replies
    • 7.2k views
    • 
    • QDROphile
    • February 19, 2015

25. Terminating a small calendar year plan for 2014 when assets were not fully liquidated until 2015

    By Lori H, January 23, 2015
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 23, 2015