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5310 A Needed


Guest JBeck
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Guest JBeck

Is a 5310-A needed if a participant makes an elective transfer under either regulation Section 1.411(d)(4) Q and A 3, or Code Section 411(d)(6)(D)?

If a plan makes a plan to plan transfer of one account to another plan, are both plans required to file a form 5310-A?

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