Don’t let Missing Participants and Small Balances become a Big Problem
- Introduction
- Forcing Distribution of Small Balances
- What if the Participant’s Account Balance includes Rollovers?
- Check the Plan Document
- What about Large Balances?
- What if the Plan is Terminated?
- What about Residual Balances?
- What Happens when a Participant Does Not Cash a Distribution Check?
- What Happens when the Distribution Fee Exceeds the Account Balance?
- Summary