cbendertpa23 Posted March 27, 2018 Posted March 27, 2018 A new client has terminated and distributed the assets in a previous 401k plan. Does the 12 month rule begin once the assets have been distributed or once the final 5500 is filed?
Luke Bailey Posted March 28, 2018 Posted March 28, 2018 The rule as stated by Mike is in 1.401(k)-1(d)(4)(I). Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
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