Guest Form5500Guru™ Posted January 31, 2010 Posted January 31, 2010 Does anyone have any experience with freezing a 401(a) plan and the steps involved? The plan in question has several compliance problems and the current TPA has not not been fully their obligations and has contributed to some of the operational plan issues.
K2retire Posted February 1, 2010 Posted February 1, 2010 Depends on the type of plan. In a profit sharing or 401(k) plan there must be substantial and ongoing contributions for the plan to avoid being deemed terminated. For a money purchase or DB plan there are various notice requirements and accrual conditions to consider.
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