Hall County Government
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Post-Employment 401(k) Rollovers: Questions HR Should Ask
Society for Human Resource Management [SHRM] Aug. 25, 2015
"Before the DOL issues its final rule, now may be an ideal time for plan sponsors to more formally review their position regarding terminated plan participants.... [T]here are three questions in particular that sponsors may want to address ... [1] What currently happens when a plan participant terminates from service? ... [2] What is the plan sponsor's preference regarding whether terminated participants leave their money behind in the plan or roll their balances to a new plan or IRA? ... [3] Are the plan design and employee education offerings currently aligned with the company's goals?"
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