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Posted

When a MP plan is merged into a PS plan, what submission process would be used to get a determination letter on the MP plan? I would consider using the 5310 and submitting it as a plan termination, but it's not really that. Thoughts?

"What's in the big salad?"

"Big lettuce, big carrots, tomatoes like volleyballs."

Guest asire2002
Posted

Submit the profit sharing plan for a determination letter ruling (5300 or 5307), and include a copy of the pre-merger money purchase document.

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