Guest amfam2 Posted November 1, 2002 Posted November 1, 2002 If a qualified retirement plan is amended to allow for IRA rollovers, is the qualified plan subject to IRS Form 5498 reporting requirements or do the IRA funds take on the ERISA reporting requirements for ps plans? If the ps plan is amended for IRA contributions, is the "separate accounting" requirements applicable as well? Meaning that the plan is requires to account for the funds separately from all other assets in the partic's account?
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