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Transfer of assets with merger of benefit plans


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Guest JD698
Posted

We have two separate plans, one is a health fund providing health, prescription and life insurance benefits. the other plan offers legal services, dental and optical. All are funded solely by employer contributions.

What are the ramifications, if any, of merging dental and optical into the health plan? Can assets be transferred?

Any help is appreciated.

Guest JD698
Posted

The Plan is funded by employer contributions (general assets of the employer). There are no employee contributions.

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