AndyH Posted May 28, 2009 Share Posted May 28, 2009 Being in a group does not require equal allocations. You could, for instance provide integrated allocations within a group, or even age based. The document just needs to define the group and then define how allocations are allocated within such group. There is no requirement that allocations be pro-rata, depending of course on the document. And certainly a plan can provide for overriding minimums or maximums. The key is that the allocations must be definitely determinable based on the terms of the document. The whole "group" concept is based on the concept that whatever you could do in multiple plans should be doable within one combined plan with multiple groups. Link to comment Share on other sites More sharing options...
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