Jump to content

5310 A Needed

Guest JBeck

Recommended Posts

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?

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...