cheersmate Posted July 10, 2021 Posted July 10, 2021 Solo 401k sole Participant has died and has 2 beneficiaries - his wife and his sister. Can the plan continue to file EZ? Or must it file SF?
RatherBeGolfing Posted July 12, 2021 Posted July 12, 2021 On 7/10/2021 at 8:48 AM, cheersmate said: Solo 401k sole Participant has died and has 2 beneficiaries - his wife and his sister. Can the plan continue to file EZ? Or must it file SF? You would pay the beneficiaries from the participant account right? One participant account. EZ. Luke Bailey and cheersmate 2
cheersmate Posted July 15, 2021 Author Posted July 15, 2021 On 7/12/2021 at 10:34 AM, RatherBeGolfing said: You would pay the beneficiaries from the participant account right? One participant account. EZ. That is what I believed to be correct. I had an attorney question it and wanted to make certain. Thank you!
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