Donna Neuhauser
Jan 14 2004, 05:33 PM
When mp assets are rolled into an existing profit sharing plan, do the assets assume the characteristics of the psp?; as an example, no annuities option?
Mike Preston
Jan 14 2004, 06:21 PM
Yes, if rolled. No, if transferred or merged.
pax
Jan 14 2004, 07:59 PM
Succinct. Agreed.
chris
Jan 15 2004, 04:54 PM
See Rev. Ruls. 94-76 and 2002-42.
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