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401(a)(17) grandfather question


Guest David G
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Guest David G

Participant A is grandfathered under 401(a)(17) in state plan X. A goes to work for state plan Y after the final grandfather date. Plan X covers state agencies and Plan Y covers public universities. Both groups of employees are considered state employees. Participant A is permitted to transfer service back and forth between Plan X and Y. Is participant A grandfathered for 401(a)(17) under Plan Y , too? If service is transferred from Plan Y to Plan X ,will that service become grandfathered in Plan X?

David

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