Jump to content

Schedule T


Recommended Posts

Guest LVanSteeter
Posted

New 401a profit sharing plan, first year filing.

Are they covered under the 410(b)(6)© acquisition or disposition rule?

  • 3 weeks later...
Guest KristinaGK
Posted

I agree with Katherine.

Establishing a new plan is neither an acquisition or a disposition. Acquisitions and dispositions refer to buying and selling companies, locations, branches, etc.

A new plan does not have an automatic pass of 410(b).

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use