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Guest BonnieG
Posted

Plan sponsor business closed but owner wants to keep plan in existance. No new contributions to the plan. Is this allowed?

Posted

Why? What would be the purpose?

I would think that this owner should be the sole remaining participant. If that is correct, Wouldn't he/she be better off rolling the money to an IRA?

George D. Burns

Cost Reduction Strategies

Burns and Associates, Inc

www.costreductionstrategies.com(under construction)

www.employeebenefitsstrategies.com(under construction)

Posted

Not necessarily. Some of the relevant prior discussions:

http://benefitslink.com/boards/index.php?showtopic=32041

http://benefitslink.com/boards/index.php?showtopic=31945

You can search for more.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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