Full Version: Cash Balance Plan Vesting Schedule
CB Plan effective 1/1/2006. It was set up with a 6-year graded vesting schedule. Under PPA I was under the assumption all Plans had to move to a 3-year cliff vesting schedule. Is this correct? Can this Plan continue to use the 6-year graded schedule?
See IRC 411(a)(13). 3 years.
QUOTE (david rigby @ May 1 2009, 05:11 PM) 
See IRC 411(a)(13). 3 years.
By when is a plan required to amend for this change?
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