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Showing content with the highest reputation on 07/29/2015 in all forums
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My clients always like to work with updated "working copies," with embedded notes about effective dates where helpful, rather than pure and usually confusing restatements. Notwithstanding the caveat we insert on the cover page explaining that the actual plan documents control, etc., we realize that they may be viewed as the 402(a) written instruments referred to by FGC above, but we don't think we have anything to fear in that regard.1 point
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mphs77 - most documents require loans to be repaid or deemed distributed on termination, so even if B keeps its plan, the loans have to go. ETA - I would not have a problem with only allowing transferred loans in a plan, and no new loans permitted. Loans are not a protected benefit. Since no new loans are permitted, the bit about being available is a non-issue since no loans are available.1 point
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