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Posted by studiocenter on Feb 1, 2013

Don't let Missing Participants and Small Balances become a Big Problem

  • Forcing Distribution of Small Balances
  • What if the Participant's Account Balance includes Rollovers?
  • Check the Plan Document
  • What about Large Balances?
  • What if the Plan is Terminated?
  • What about Residual Balances?
  • What Happens when a Participant Does Not Cash a Distribution Check?
  • What Happens when the Distribution Fee Exceeds the Account Balance?
  • Summary

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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