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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?

Thx

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
bill.presson@gmail.com
C 205.994.4070
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  • 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)?

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