Jump to content

Reportable Transaction upon plan merger


B21

Recommended Posts

If Plan B (small plan) is merged with Plan A (large plan) would the Schedule of Reportable Transaction be required to be filed by Plan A if merged assets exceed 5%?

I'm thinking it would not be required because Plan A is the receiving plan.

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...