Zoey Posted February 17, 2012 Report Share Posted February 17, 2012 Every plan termination we've done, the trustee is the last person to receive their distribution. This has never been a problem in the past, but we have a plan that is terminating and the trustee wants to rollover his account to an IRA and wants know if there is a cite that states that the trustee's assets are to be distributed last. I explained that it would be like a captain jumping ship and leaving the crew to fend for themselves, but that wasn't a good enough explanation for him. Is this just some companies policies, or is it written somewhere? I can't find anything on it. Thanks so much. Link to comment Share on other sites More sharing options...
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