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Change In Name of Trust Account After Merger


Guest Helga
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Guest Helga

The plan was merged from a money purchase plan into a profit sharing plan in 2002; however, it has just been discovered that the name on the bank trust account was never changed to the profit sharing plan name. Could a case be made that we never merged plans? What is the worst case scenario in a situation like this?

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  • 3 weeks later...

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