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Automatic Rollover for new plans


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Guest Midas
Posted

If you have new startup plan and you select the force-out threshold to be $1000, will this automatically eliminate any need for automatic rollover amendment? Or does there need to be some sort of formal election?

Posted

No formal election. Those rules can be avoided by design. Make sure elect NOT to disregard rollovers in determining the cash-out provisions.

Austin Powers, CPA, QPA, ERPA

Guest Midas
Posted

Thanks!!!

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