Guest benefitsanalyst Posted September 22, 2008 Posted September 22, 2008 Is a Form 5310 required to be filed when you terminate a 401k plan and distribute all the assets?
J Simmons Posted September 22, 2008 Posted September 22, 2008 Not required. Some (including me) think it is highly advisable. Others do not. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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