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Pre-erisa money purchase plan


Guest Brian0925
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Guest Brian0925

A gov't entity is considering terminating a pre-erisa money purchase plan that contains salary defferals. Are there specific rules to follow to shut down this type of plan? What other factors need to be considered?

Also, the client is considering immediately establishing a 457(b). Would this be considered a successor plan?

Is anyone aware of any publications/literature referencing pre-erisa money purchase plans.

Thank you

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