Terminating or transferring your plan
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21 articles
What are the steps to terminate an Accrue 401(k) plan?
What are the different ways to discontinue an Accrue plan?
When can I terminate my 401(k) plan?
What's the difference between transferring out of Accrue and an external merger?
Understanding the DOL's Abandoned Plan Program
When will participants be notified of the plan termination?
When does Accrue stop collecting contributions for my terminating or transferring plan?
Can I still make administrator changes if I've requested a termination or transfer?
How residual dividends are handled post asset-transfer
What happens if my company merges with another company that also has a Accrue 401(k) plan?
What does a company acquisition mean for a Accrue 401(k) plan?
What are the steps to transfer or merge your Accrue 401(k) plan to another provider?
What actions should my plan’s participants take during a plan termination?
Partial plan termination worksheet
I submitted a request to terminate or transfer my plan, why am I seeing 401(k) deductions in my payroll system?
What is short-year compliance testing and compensation collection for a terminating plan?
What is a partial plan termination and how could it affect my plan?
What happens to 401(k) plans after an asset vs. a stock sale
How do I complete the transfer-out packet for my company's plan?
How billing works for a plan transferring out of Accrue or terminating?
Why are there corrections for a terminating or transferring plan?