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Posted by studiocenter on August 1, 2011

Should They Stay or Should They Go: Dealing with Terminated Participants

In this issue:

  • Why do we Care?
  • Count the Cost
  • Stand and be Counted
  • Tell the Participants
  • Tell the IRS
  • What are the Options?
  • Small Balances
  • Larger Balances
  • Fees
  • Residual Distributions
  • What about Plan Terminations?
  • Conclusion

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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