Jump to content

Rollover (Related or Unrelated)


Recommended Posts

Guest jkrad
Posted

Company A purchases company B. Both cos. have a qualified plan. Company B runs separate from Co. A for a yr. In yr two the assets from co. B are transferred to Co. A's plan. Would this be considered to be a related rollover or unrelated rollover?

Posted

They may not be rollovers at all. Was the transfer based on a merger of the two plans?

...but then again, What Do I Know?

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