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Showing content with the highest reputation on 08/27/2014 in Posts
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terminated plan, last participant not responding
Lou S. reacted to Andy the Actuary for a topic
Purchase an annuity that retains all Plan election options and features. Since you found her, I don't believe she qualifies for the PBGC missing participant program if the Plan is subject to PBGC.1 point -
401k audit
Bill Presson reacted to ETA Consulting LLC for a topic
Off the top of my head, I'm thinking a Final Form 5500 with the plan to plan transfer line at the end would be in order. Good Luck!1 point
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