Guest Clain Posted October 18, 2000 Share Posted October 18, 2000 I have a client who has a profit sharing plan with my firm. The plan was established using a regional prototype document. The client just informed us that last year he started another profit sharing plan with a different firm using their prototype. He now wants to terminate the original plan and consolodate it with the new plan. It appears as though he didn't inform the new TPA that he had an existing plan. Both plans have the same 3 digit plan number but are filing seperate 5500's. Can he terminate the original plan, or would a merger of the two plans be the best course of action? Link to comment Share on other sites More sharing options...
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