Did you see the link in GoldenBear17's post viewtopic.php?p=7994382#p7994382 ? That page says you don't need to set a termination date for anything, and provides instructions on what to do. (Which I think some people here are following, or have followed. I'm not sure if anyone yet has successfully followed those instructions without indicating a termination date.)My post was merged into this thread and I have read through the previous posts. I completed my paperwork with Fidelity and I am waiting for my solo 401k to be established. The Ascensus rep I spoke with said to select terminate employee (myself) to trigger the distribution to transfer the assets. It appears this is not the proper way to do so. How do I transfer my assets without terminating my plan?
Statistics: Posted by numberman — Thu Aug 15, 2024 8:15 pm — Replies 1309 — Views 140674