Transfers

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DWC |

How Do We Report a Plan Merger on Form 5500?

Facts Our company sponsors two separate 401(k) plans, each of which covers a different group of our employees. Due to some internal changes, we now want to merge those plans so that we only have a ...
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DWC |

What's the Difference Between 401(k) Transfers and Rollovers?

Facts Our company sponsors two separate 401(k) plans. One covers salaried employees, and the other one covers hourly-paid employees. From time to time, employees change from hourly to salaried and ...
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