A new client who has Engaged my office to provide Consulting Services, has a 401(k) plan since 2001, and now wants to move to a Pooled Employer Plan. Where can I find detailed information regarding the transfer, along with the applicable Notices, potential Black-out period, etc. As one knows if a 401(k) plan is terminated a new one cannot be started immediately as a 12 month waiting period is in play. How does the preceding impact the transfer to a Pooled Employer Plan. There does not appear to be enough information to properly advise one's client on how to proceed.
