Jump to content

Form 5310 Question When Terminating a Cross-Tested Plan


Guest

Recommended Posts

When terminating a cross-tested plan, what is the answer to question 13(a) on Form 5310: Did the plan satisfy the ratio percentage test of section 410(B)(1)(B)?

Also, on Schedule Q, line 5(o), I assume the answer is average benefit test. Correct? Should line 6 be checked yes and Demo 5 attached? Thanks.

Link to comment
Share on other sites

Most of the cross-tested plans we terminate meet the ratio test of 410b and we complete demo 6.

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...