Log in

Must I Complete the Upcoming Mandatory Plan Document Restatement Before Terminating My Plan?

DWC 07/14/20
DWC 401(k) Q&A: Must I Complete the Upcoming Mandatory Plan Document Restatement Before Terminating My Plan?_Plan Sponsor Requirements
Facts I currently sponsor a 401(k) plan for my employees. As I start to consider retirement myself and eventual dissolution of the business, I’m compiling a list of all the things I need to do to wind down. One of those to-do items is to terminate the 401(k) plan.
Read More

What is a Successor Plan and Does It Prevent Me from Starting a New 401(k) Plan?

DWC 09/10/19
QOTW - 9.10.2019 - What is a Successor Plan and Does It Prevent Me from Starting a New 401k Plan - Plan Compliance
Facts My company used to sponsor a 401(k) plan for my employees. Due to an unforeseen financial hardship, we terminated the plan two years ago. Now that we are back on solid footing, I would like to start up another 401(k) plan. I checked with the TPA we were working with, and they said something about a possible successor plan issue. I’m not ...
Read More

Categories

See all

The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.

Certificate of Fiduciary Excellence

As Featured In

fl-wall-street-journal
fl-the-hill
fl-bloomberg-BNA
fl-US-News
fl-yahoo-news
fl-plan-sponsor
©   DWC - The 401(k) Experts | P.O. Box 241267, St. Paul, MN 55124

Sign up to receive insights from DWC