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In-Service Rollovers Explained

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401k In-Service Withdrawals

In-service rollovers are poorly understood by both plan sponsors and participants.  A 401(k) plan must specifically allow for this feature.  Greater desire for asset allocation and diversification has highlighted the risks associated with having a majority of a participant’s retirement assets with just one plan and one company stock. An in-service rollover may help you [...]

Filed Under: Plan Sponsor Best Practices Tagged With: , , , , , , , , ,

Searching for Missing 401k Participants?

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search for missing 401k plan participants

Chances are you have a number of missing 401k participants who have moved and not provided a current address.  As a Plan Sponsor you have a duty to make every effort to locate these individuals. First, you should exhaust all internal sources, which may include verifying last known addresses on other items such as health [...]

Filed Under: Plan Sponsor Best Practices Tagged With: , , , , , , , , , , ,

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