Hello!

In absence of an answer in the plan document, could anyone point me in the direction to find the answer to this question...

Two companies, one plan. One company in this ASG has forfeitures for the PY which need to be reallocated. Is it appropriate to reallocate among all plan participants, or only to the participants in the company that originated the forfeitures.

Thank you!!

Sorry to say, but the plan document is the only place that you will find an answer. Basically, if it isn't in the plan document, you can't do it.

I doubt the plan document is silent regarding forfeitures, however I don't doubt that you might not like the answer. You may be able to change/clarify the language with an amendment, but it could only be effective prospectively.