Plan Terminations

983 topics in this forum

1. PBGC plan termination and DRO

   By pensionreview, February 7, 2017
   • 2 replies
   • 513 views
   • 
   • david rigby
   • February 7, 2017

2. Distribute assets within 12 months

   By Trisports, January 20, 2017
   • 4 replies
   • 901 views
   • 
   • My 2 cents
   • January 20, 2017

3. small plan termination. taxes not withheld

   By Lori H, October 26, 2016
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • October 26, 2016

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

   By waid10, September 16, 2016   

   • pension
   • stale checks
   • (and 1 more)

     Tagged with:

     • pension
     • stale checks
     • uncashed checks
   • 14 replies
   • 2.4k views
   • 
   • Mike Preston
   • September 22, 2016

5. Merging plan but noted as Terminating on plan audit

   By Lori H, September 12, 2016
   • 2 replies
   • 547 views
   • 
   • My 2 cents
   • September 13, 2016

6. Insurance in terminating MPP plan

   By kwalified, August 2, 2016
   • 4 replies
   • 808 views
   • 
   • ETA Consulting LLC
   • August 3, 2016

7. profit sharing plan with insurance

   By thepensionmaven, July 29, 2016
   • 4 replies
   • 646 views
   • 
   • ETA Consulting LLC
   • July 29, 2016

8. GIC Surrender Charge - Terminated Plan

   By 52626, February 26, 2016
   • 10 replies
   • 1.4k views
   • 
   • GMK
   • July 21, 2016

9. Merging of assets except loans

   By Lori H, November 24, 2015
   • 16 replies
   • 1.7k views
   • 
   • Lori H
   • June 28, 2016

10. QTA Needed for Abandoned Plan

    By Flyboyjohn, June 16, 2016
    • 5 replies
    • 1.7k views
    • 
    • Kevin C
    • June 20, 2016

11. In Service Withdrawal after the plan is terminated

    By AlbanyConsultant, June 8, 2016
    • 4 replies
    • 1k views
    • 
    • Bird
    • June 9, 2016

12. Distribution During Plan Termination

    By Pension RC, June 1, 2016
    • 1 reply
    • 689 views
    • 
    • My 2 cents
    • June 1, 2016

13. Demutualization Dividend on fully funded Terminated Pension Plan

    By MPLSLAW, May 26, 2016   

    • Use of demutualization awards
    • reversion tax
    • 1 reply
    • 667 views
    • 
    • Mike Preston
    • May 27, 2016

14. Forfeiture allocations for terminating plan

    By Guest epoffice, May 4, 2012
    • 4 replies
    • 1.6k views
    • 
    • Lori H
    • May 24, 2016

15. DB Plan terminating with excess assets

    By Belgarath, May 17, 2016
    • 5 replies
    • 986 views
    • 
    • Belgarath
    • May 17, 2016

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

    By Griswold, May 10, 2016
    • 6 replies
    • 1.2k views
    • 
    • My 2 cents
    • May 11, 2016

17. $3.17 interest - Non-amender

    By imchipbrown, May 6, 2016
    • 5 replies
    • 972 views
    • 
    • imchipbrown
    • May 10, 2016

18. Plan terminated. Assets distributed. Then.....

    By MLML, May 8, 2016
    • 0 replies
    • 655 views
    • 
    • MLML
    • May 8, 2016

19. Missing Participants with no Social Security #s

    By Guest maddie7, February 5, 2016
    • 3 replies
    • 859 views
    • 
    • K2retire
    • May 6, 2016

20. Self-employed, no contributions

    By Guest ewhitmore, December 3, 2009
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • May 4, 2016

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

    By Pension RC, May 2, 2016
    • 3 replies
    • 430 views
    • 
    • david rigby
    • May 3, 2016

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

    By rodin111, May 2, 2016   

    • plan termination
    • waiver of benefit
    • 8 replies
    • 1.3k views
    • 
    • rodin111
    • May 3, 2016

23. Form 5310 for DB Termination When Aggregated for testing

    By rodin111, April 28, 2016   

    • Plan Termination
    • Form 5310
    • 0 replies
    • 771 views
    • 
    • rodin111
    • April 28, 2016

24. Partial termination

    By pmacduff, April 26, 2016
    • 6 replies
    • 985 views
    • 
    • pmacduff
    • April 27, 2016

25. Retroactive plan termination amendment

    By John A, October 20, 1999
    • 3 replies
    • 2.6k views
    • 
    • PensionPro
    • April 25, 2016