MJ Hartman Posted January 19, 2001 Posted January 19, 2001 an employee recently left a company and was provided distribution paperwork on request. after submitting the completed paperwork and a written request for distribution a reply was received citing distributions to terminees only occurred 60 days the close of the plan year in which termination occurred. this would be acceptable except that the owners wife rec'd her full distribution from the plan in aug after terminating from the co. in july. Isn't there something about that if a precendent has been set the trustee/administrator has essentially created a new policy requiring plan amendment/notification? how should the newly terminated employee proceed at this point?
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now