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Plan Terminations
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Retirement Plans
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Plan Terminations
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Plan Termination Date
(4 replies)
may a parent assume liability for a subsidiary and avoid a termination
(3 replies)
DOL Audit and Plan Termination
(1 reply)
Adopting employer wants out
(4 replies)
Illiquid Assets
(1 reply)
Plan Transfer
(6 replies)
WRERA Amendment?
(0 replies)
The timing of things...
(2 replies)
Termination vs merger - successor plan issue
(21 replies)
different dates on 204h notice and amendment
(10 replies)
Determination letter or not?
(6 replies)
Allocation of Excess Assets
(3 replies)
Reversion of Excess Assets
(6 replies)
Terminated 401(k) Plan With ADP Excess
(0 replies)
what to do with Forfeitures
(6 replies)
severance pay
(2 replies)
Plan Term'd: all assets not distributed
(4 replies)
412(e) Plan
(0 replies)
IRS approval on this plan termination? Doubtful.
(12 replies)
Terminated DB Plan
(3 replies)
Plan Terminations
(6 replies)
calculating total participants
(2 replies)
Attorney Fees
(1 reply)
timely amendments
(4 replies)
termination of old keogh followed by adoption of new
(3 replies)
Amending Form 5310
(2 replies)
DB Plan Termination Question
(0 replies)
Plan Termination Resolution
(3 replies)
Plan Termination - 3% SHNEC
(5 replies)
RMD at time of Plan Termination
(1 reply)
5310-A filing for Spinoff and Transfer
(1 reply)
401(k) plan terminated 1 year + but assets not yet distributed
(4 replies)
DC Termination-Participant deceased
(2 replies)
DB PLan Termination - what amendments are required?
(2 replies)
Money Purchase Plan Term / Required Contribution
(12 replies)
PS Plan term. and return of forfeitures to ER
(9 replies)
NHCE Reduction of benefits
(6 replies)
Partial Termination in Merger
(3 replies)
Required plan amendments acceleration when you terminate a plan
(5 replies)
Partial Terminations
(2 replies)
Distribution restriction pending determination letter
(8 replies)
5310 & VCP
(1 reply)
204(h) notice on termination
(3 replies)
Timing for Adoption of Amendments at Plan Termination
(3 replies)
beneficiary designation
(4 replies)
Missing Trustee
(4 replies)
Unfunded 3% Safe Harbor
(0 replies)
plan has no IRS determination and is soon to terminate
(6 replies)
Replace PS Plan with SEP-IRA
(6 replies)
Terminated Plan-Participant has Hardhsip
(8 replies)
Majority Owner Wants to Dump Stock Now
(5 replies)
Abandoned 1 person/sole proprietor plan?
(8 replies)
PBGC Schedule MP
(0 replies)
Missing Participant
(1 reply)
5310 Notice to Interested Parties - Missing Participants
(1 reply)
Can a plan distribute all plan assets, terminate and then immediately start a new plan ?
(13 replies)
SH Non-elec plan term
(7 replies)
Does Plan Termination have any affect on a Prohibited Transaction
(1 reply)
Frozen MPP
(3 replies)
Missing Participant
(16 replies)
Rules for plan termination
(2 replies)
Split-Dollar Life Insurance
(0 replies)
Lump Sum Option in annuity contract
(13 replies)
PBGC Form 500- DB plan termination
(4 replies)
company sale
(1 reply)
Split of a PS plan into components
(2 replies)
Fidelity Bond
(3 replies)
Terminating Plan with no active participants
(1 reply)
Exemption from user fee
(1 reply)
Timing of PPA Amendment
(1 reply)
Partial Plan Termination?
(4 replies)
Counting Participants in a Frozen Plan
(5 replies)
Profit Sharing Plan Termination
(2 replies)
Profit Sharing Plan Termination
(5 replies)
Sale of assets
(2 replies)
Terminated Plan with an Illiquid Asset
(4 replies)
IRS Missing Participant Locator Service
(3 replies)
Distribution of Assets
(15 replies)
Plan Terminations
(8 replies)
Termination after stock acquisition
(1 reply)
204(h) Notice - 45 days or 15 days?
(2 replies)
Plan Eligible on USERRA-protected Active Duty
(2 replies)
What to do with a participant who doesn't want to be paid out?
(5 replies)
Can you revoke termination of a 401(k) plan?
(2 replies)
Late Notice of Plan Benefits
(2 replies)
401a plan termination -
(0 replies)
Bulletin 95-1
(2 replies)
Partial Plan Termination
(5 replies)
5310 Mailing address changed?
(1 reply)
Mandatory Rollover from Terminating DB to DC Plan
(1 reply)
Defined Benefit question
(4 replies)
Reallocating excess assets in DB plan on termination
(2 replies)
De Facto Plan Termination
(5 replies)
Qualified Replacement Plan, overfunded DB plan
(2 replies)
Plan Termination prorates section 415 limits?
(3 replies)
Retroactive Plan Term Eff Date and Current Salary Deferred Contributions
(5 replies)
410(b) coverage
(1 reply)
Liability for "Missed" Participants When Sponsors Dissolves
(0 replies)
Distributions upon termination of profit sharing plan
(6 replies)
Successor Plan Rules
(3 replies)
DB plan terminating with excess assets
(2 replies)
Unresponsive Participant
(1 reply)
Plan Termination - The Final Valuation
(1 reply)
Distribute or File?
(2 replies)
Calculation for Partner @ 7/1, 5%TWB+20%>TWB
(0 replies)
Timing of Benefit Obligation Transfer
(0 replies)
DB Plan Term - Is 66 2/3 % necessary
(0 replies)
5310 user fee
(3 replies)
Form 6088
(2 replies)
IRA accounts for Missing Participants
(3 replies)
Plan terminates but doesn't distribute all assets
(5 replies)
Money Purchase Termination
(0 replies)
Money Purchase Termination
(0 replies)
Rollovers
(1 reply)
Termination of Safe Harbor 401(k)
(2 replies)
Ugh! Messy plan termination
(1 reply)
Termination of Frozen Voluntary Employee Contributions from Ongoing Defined Benefit Plan
(0 replies)
Lost participant in a terminated plan with account greater than $5000
(27 replies)
Termination of 401(k) Plan
(1 reply)
Cash Balance Termination
(0 replies)
Plan Termination Assumptions
(1 reply)
Partial Termination
(12 replies)
Termination or merger of acquired subsidiary plans
(1 reply)
PPA '06 Effect on Plan Termination
(0 replies)
Terminated Plan had J&S, Unresponsive participant
(4 replies)
Refund From Annuity Provider
(13 replies)
Early termination// DB plan
(1 reply)
Reporting Asset Reversion
(1 reply)
Termination of Prototype Plan (by adopting ER)
(1 reply)
Notice of Intent to Terminate Not Given To Vested Terminees
(8 replies)
Notice of Plan Benefits - Relative Value information included?
(0 replies)
audits of terminated plans
(2 replies)
Form 6088
(1 reply)
Plan to Plan transfer on plan termination
(7 replies)
Notice of Plan Benefits Contents
(2 replies)
distributions to unresponsive participants
(5 replies)
Terminating a Target Benefit Plan
(1 reply)
Distributions to Lost Participants with Balances < $1000
(2 replies)
freezing a 401(k) plan
(0 replies)
Retroactive PS Plan Termination date?
(2 replies)
Terminated Company/Open Plan
(2 replies)
Form 5310 Line 3c Determination Letter Issue
(2 replies)
Deductible Contribution in Year of Termination?
(3 replies)
terminating underfunded MP plan
(1 reply)
Amendment for Terminating Plan
(5 replies)
New User Fee and Small Plans
(2 replies)
Safe Harbor 401(k) Plan
(2 replies)
Distributions prior to distress termination
(1 reply)
paying out amounts greater than $ 1000 in terminated plan
(1 reply)
Termination Prior to EGTRRA RAP
(0 replies)
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