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Guest mbb03
Posted

We have a client who wants to change their vesting schedule so it applies to each yearly deposit individually. We won't do this and are pretty sure there is a reg that speaks to this but are unsure. Does anyone have any info.

Posted

What you are describing is known as "class year vesting." This was made illegal under the Tax Reform Act of 1986, although fairly common prior to that.

Guest mbb03
Posted

Thank you very much, that is exactly what I was looking for

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