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Full Version: Employer securities in a DB plan grow to more than 10%. Now what?
BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
katieinny
A DB plan has held a small amount of employer stock for several years. The stock has done fairly well and we were just told that it represents about 18% of the plan assets.

The employer can sell enough stock to bring the level in the plan down to below 10%, but was there a prohibited transaction (and applicable penalties due) for the period that the employer stock exceeded the 10% limit?
pax
An earlier discussion on this topic:
http://benefitslink.com/boards/index.php?showtopic=29366
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