Guest jkrad Posted May 10, 2005 Posted May 10, 2005 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?
WDIK Posted May 11, 2005 Posted May 11, 2005 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?
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