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Retirement Plans in General

Can ER credit service with another employer that is not part of the controlled group?

Guest maac3

By Guest maac3
April 29, 2004 in Retirement Plans in General

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https://benefitslink.com/boards/topic/24300-can-er-credit-service-with-another-employer-that-is-not-part-of-the-controlled-group/

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Guest maac3

Guest maac3

Posted April 29, 2004

Posted April 29, 2004

X wants to recognize service for employees who transfer from Z. Z owns over 50% of X but is not considered a controlled group.

QDROphile

QDROphile

Posted April 29, 2004

Posted April 29, 2004

Yes, but check the regulations under 401(a)(4) relating to imputed service.

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