Plan Mergers

This template can be used to reconcile the number of participants, investment assets, and total balance of all participant accounts (401(k) plans only) of the following:
  • Terminating plan prior to the merger
  • Surviving plan prior to the merger
  • Surviving plan subsequent to the merger
Cells that contain formulas have been shaded yellow to differentiate them from input cells. You do not need to enter figures into the yellow cells. These cells will populate after the underlying information is entered.