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Step-by-Step 401(k) Plan Administration Transfer

2007 Step-by-Step 401(k) plan Administration Transfer Box 1869 Winter Park, FL 32790-1869 Phone: 888-412-4120 Fax: 321-397-0409 Email: 2007 Step-by-Step 401(k) plan Administration Transfer Contents: - Steps for a successful Transfer - Sample termination notice - Sample blackout notice - Sample wire and breakdown request - Instructions for breakdown reports - Instructions for vesting and loans - plan Takeover Questionnaire 2007 Steps for a Successful Transfer step 1: Submit all of the documentation for your current 401(k) plan .

At this time we will also explain the conversion process and the role you play – for document signature, notification of employees and notification of your previous 401(k) provider. ©2007 PensionSite.Org 888.412.4120 Step 3: Sign new 401(k) Documents PensionSite.Org will draft new documents and they will be emailed to you ...

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Step-by-Step 401(k) Plan Administration Transfer

www.pensionsite.org

©2007 PensionSite.Org 888.412.4120 Step-by-Step 401(k) Plan Administration Transfer Contents: - Steps for a successful transfer

  Administration, Plan, Transfer, Plan administration transfer

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