Administering a 401(k) plan is a ... available for distribution upon plan termination. If the 401(k) plan includes ... ACP testing for the short plan year. IRS form 5500 must be filed for any ...

401(k) Plans in Stock Purchase M&A Transactions: A Buyer’s Guide to Choosing Termination or Merger. Patrick Rehfield, Claire Rowland. Morgan Lewis - ML Benefits ...

Your 401(k) plan's summary annual report (SAR) contains some important information about its financial condition. Here's what to look for.

While a 401(k) plan is expected to continue indefinitely, circumstances may result in termination of all or part of the plan, ... You should file Form 5310 with the IRS to request a determination ...

The Department of Labor has launched an online system for qualified plan termination administrators to “more efficiently” submit abandoned account information for benefits, including 401(k)s. The ...

DOL makes final changes to 2023 Form 5500: New rules for 401(k) plans. The updated form, which includes improved reporting by pooled employer plans and addresses provisions in the SECURE Act 2.0, ...

What a Frozen 401(k) Means for You . If your 401(k) has been frozen by your company’s management, you will still retain all of the rights you had prior to the freeze.