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Full Version: Paying for plan amendment from forfeiture account
BenefitsLink Message Boards > Retirement Plans > 401(k) Plans
Brian Gallagher
I have a plan that is asking me to pay for an amendment from its forfeiture account. The document allows for expenses to be paid from there, but is a plan amendment an acceptable expense to be paid from the plan?

I seem to have come across something that said it wasn't. I'm thinking it might be in DOL Av. Op. 01-01A, but all the links on the 'net I see lead me to sites that just reference it. When I searched the DOL site for "Advisory Opinion 01-01A" all I got were opinions from '92 and '93.

Any thoughts would be appreciated.
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