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Plan Terminations

907 topics in this forum

  1. small plan termination. taxes not withheld

    By Lori H,
    • 1 reply
    • 930 views

  2. Stale Uncashed Checks After Plan Termination - what to do with them?

    By waid10,   
    • 14 replies
    • 2.1k views

  3. Merging plan but noted as Terminating on plan audit

    By Lori H,
    • 2 replies
    • 527 views

  4. Insurance in terminating MPP plan

    By kwalified,
    • 4 replies
    • 782 views

  5. profit sharing plan with insurance

    By thepensionmaven,
    • 4 replies
    • 612 views

  6. GIC Surrender Charge - Terminated Plan

    By 52626,
    • 10 replies
    • 1.2k views

  7. Merging of assets except loans

    By Lori H,
    • 16 replies
    • 1.4k views

  8. QTA Needed for Abandoned Plan

    By Flyboyjohn,
    • 5 replies
    • 1.3k views

  9. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant,
    • 4 replies
    • 895 views

  10. Distribution During Plan Termination

    By Pension RC,
    • 1 reply
    • 633 views

  11. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW,   
    • 1 reply
    • 627 views

  12. Forfeiture allocations for terminating plan

    By Guest epoffice,
    • 4 replies
    • 1.5k views

  13. DB Plan terminating with excess assets

    By Belgarath,
    • 5 replies
    • 923 views

  14. Plan Frozen in the 90s - 436 / AFTAP Question

    By Griswold,
    • 6 replies
    • 976 views

  15. $3.17 interest - Non-amender

    By imchipbrown,
    • 5 replies
    • 715 views

  16. Plan terminated. Assets distributed. Then.....

    By MLML,
    • 0 replies
    • 619 views

  17. Missing Participants with no Social Security #s

    By Guest maddie7,
    • 3 replies
    • 810 views

  18. Self-employed, no contributions

    By Guest ewhitmore,
    • 4 replies
    • 1.2k views

  19. Form 500 Line 9 - Active Participants Covered by Other Plans

    By Pension RC,
    • 3 replies
    • 415 views

  20. DB Plan termination with insufficient assets and waiver of benefits

    By rodin111,   
    • 8 replies
    • 1.3k views

  21. Form 5310 for DB Termination When Aggregated for testing

    By rodin111,   
    • 0 replies
    • 721 views

  22. Partial termination

    By pmacduff,
    • 6 replies
    • 932 views

  23. Retroactive plan termination amendment

    By John A,
    • 3 replies
    • 2.3k views

  24. RMD for non-owner employed beyond age 70.5

    By Kevin C,
    • 8 replies
    • 1.3k views

  25. DB Plan termination - required amendments?

    By Belgarath,
    • 0 replies
    • 509 views
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