holdco Posted January 14, 2015 Report Share Posted January 14, 2015 Hello, everyone! A question. We have an ERISA trust that maintains funds for training union apprentices. For whatever reason, an entity with the same name as the trust was recently incorporated as a New York corporation, under which the funds are intended to be managed. The trust isn't registered anywhere, except on its Form 5500 filings. There is a trust document. Does this constitute a plan termination, if we move all trust assets and liabilities to the new corporation? We simply want to roll all of that into the corporation and operate exactly as before. Does anyone have familiarity with this issue, and perhaps suggest any authority on it? Thanks in advance for any help! Link to comment Share on other sites More sharing options...
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