justanotheradmin Posted June 11, 2024 Posted June 11, 2024 Does anyone have a sample notice for the replacement of a SIMPLE IRA plan mid-year with a 401(k) plan? Is there one from the IRS? Anyone have one they have worked up? 1. SIMPLE is being terminated 2. Safe Harbor Notice 3. Pro-rated deferral limits based on the effective date of the termination/replacement? 4. Anything else? I have samples of 1 and 2, but if someone else has a combination sample that includes item 3, I would love to see it. I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
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