Greg Walker Posted August 28, 2018 Report Share Posted August 28, 2018 I'm doing some research for one of my clients and have a couple of regulatory-related questions regarding multiple employer plans, and plan terminations and conversions. I've pored through regulations, but I'm getting dizzy and could use some help. Here goes: Can you 'convert' a plan from a single employer plan to a different structure like a MEP (and eventually, when/if made legal, a PEP) and move all of the assets over without making it a distributable event? When a plan terminates, it creates a distributable event, I believe. Is there a way to convert these assets to a MEP - say like a 'mass rollover'? Finally, are there rules/regulations that prohibit starting a new plan within a short time window of terminating a current plan? If so, are there rules requiring 'grandfathering' of any specific provisions from the terminating plan? Thanks for any help you might be able to provide. Link to comment Share on other sites More sharing options...
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