Jump to content

Recommended Posts

Easy question- do SARs have to be distributed to employees who are eligible for a 401(k) only Plan but not participating?

Also, any creative & legal ideas on distributing SARs?


Yes to the easy question.

Post to participant web, email, mail to home or handout pretty much cover the options, I believe. Open to new ones.

William C. Presson, ERPA, QPA, QKA
C 205.994.4070
Connect on LinkedIn

Link to comment
Share on other sites

  • 1 month later...

Variation of this theme. Which participants must get the SAR? Individuals who are participants on the day you distribute the SAR? Individuals who were participants at any time during the covered plan year (i.e., including people who took their entire account balance during the year)?

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...