Guest NPaleveda Posted October 10, 2001 Posted October 10, 2001 Has anyone looked at using experience gains in a 412i plan to fund a 401h account or are earnings not considered excess pension assets under 420©( 2)
rcline46 Posted October 10, 2001 Posted October 10, 2001 I don't think earnings are ever excess assets, let alone trying to divert funds from a DB plan to another account. Only benefits could possibly be moved. After all benefits are paid you might have excess assets, but not before.
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