Terminating or transferring your plan
Terminating or transferring your plan
20 articles
When can I terminate my 401(k) plan?
What are the steps to terminate a Gusto 401(k) plan?
I submitted a request to terminate or transfer my plan, why am I seeing 401(k) deductions in my payroll system?
What's the difference between transferring out of Gusto 401(k) and an external merger?
Why are there corrections for a terminating or transferring plan?
How billing works for a 401(k) plan transferring out of Gusto or terminating?
What is a partial plan termination and how could it affect my plan?
Partial plan termination worksheet
When will participants be notified of the plan termination?
What is short-year compliance testing and compensation collection for a terminating plan?
What actions should my plan’s participants take during a plan termination?
Can I still make administrator changes if I've requested a termination or transfer?
What are the different ways to discontinue a Gusto 401(k) plan?
How do I complete the transfer-out packet for my company's plan?
What are the steps to transfer or merge your Gusto 401(k) plan to another provider?
How residual dividends are handled post asset-transfer
What happens if my company merges with another company that also has a Guideline 401(k) plan?
What does a company acquisition mean for a Gusto 401(k) plan?
When does Gusto 401(k) stop collecting contributions for my terminating or transferring plan?
Understanding the DOL's Abandoned Plan Program