Plan Terminations

906 topics in this forum

1. MEPs, PEPs & Plan Terminations

   By Greg Walker, August 28, 2018
   • 9 replies
   • 1.6k views
   • 
   • Greg Walker
   • August 31, 2018

2. Missed the deadline to file the PBGC 500

   By JARichardson, August 29, 2018   

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

3. vesting for terminated participant

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

4. Lump Sum Option for Current Retirees upon Plan Termination

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

5. 401(k) safe harbor plan terminated mid-year, is free pass on ADP and A

   By maverick, September 24, 2002
   • 3 replies
   • 1.2k views
   • 
   • Below Ground
   • July 23, 2018

6. Partial plan termination - employees fired for dishonesty

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

7. Options Available to Actives

   By ndj2377, June 5, 2017
   • 9 replies
   • 771 views
   • 
   • Draper55
   • July 12, 2018

8. Amending a plan after submitting to PBGC

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

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

   By Ted Munice, June 26, 2018   

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

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

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

11. Asset Sale - Plan Termination Date

    By NickG, May 2, 2018   

    • termination
    • 401k
    • (and 5 more)

      Tagged with:

      • termination
      • 401k
      • limitation
      • asset sale
      • closure
      • 415
      • compensation limit
    • 1 reply
    • 911 views
    • 
    • Lou S.
    • May 4, 2018

12. Terminating a Multiple Employer Plan During a DOL Audit

    By djhpro, April 5, 2018
    • 1 reply
    • 488 views
    • 
    • Madison71
    • April 5, 2018

13. Unresponsive Participant

    By ratherbereading, March 20, 2018   

    • plan termination; participant balances
    • 16 replies
    • 2k views
    • 
    • Belgarath
    • March 26, 2018

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

    By AlbanyConsultant, March 22, 2018
    • 3 replies
    • 683 views
    • 
    • AlbanyConsultant
    • March 23, 2018

15. ESOP Plan Termination

    By MAS, March 22, 2018
    • 3 replies
    • 630 views
    • 
    • CuseFan
    • March 23, 2018

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

    By AlbanyConsultant, March 19, 2018
    • 5 replies
    • 539 views
    • 
    • AlbanyConsultant
    • March 19, 2018

17. Unsold real estate only asset in plan

    By rblum50, February 27, 2018
    • 14 replies
    • 952 views
    • 
    • BG5150
    • March 5, 2018

18. Underfunded Abandoned Pension Plan

    By Saiai, February 26, 2018   

    • pension
    • defined benefit
    • (and 2 more)

      Tagged with:

      • pension
      • defined benefit
      • terminate
      • underfunded
    • 8 replies
    • 568 views
    • 
    • Luke Bailey
    • February 28, 2018

19. Small Balances in PBGC Plan Term

    By Earl, February 17, 2018
    • 0 replies
    • 335 views
    • 
    • Earl
    • February 17, 2018

20. PS plan - company being sold

    By thepensionmaven, February 9, 2018
    • 4 replies
    • 619 views
    • 
    • EBECatty
    • February 13, 2018

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

    By Belgarath, January 12, 2018
    • 7 replies
    • 1k views
    • 
    • Belgarath
    • January 16, 2018

22. Terminating Phantom Stock Plan

    By TaxLawyer1978, January 5, 2018
    • 8 replies
    • 2k views
    • 
    • Luke Bailey
    • January 9, 2018

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

    By waid10, December 18, 2017
    • 10 replies
    • 1k views
    • 
    • waid10
    • January 9, 2018

24. Participants reappear after plan termination

    By Carol V. Calhoun, May 25, 2017
    • 7 replies
    • 775 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
    • 2.1k views
    • 
    • Bird
    • December 11, 2017