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Posted

A sponsor maintains a pension plan(plan number 001), several years later they are sold a 401(k). The seller, fully knowing the existence of the pension plan, assigns plan number 001 to the 401(k). Any suggestions on changing the pn for the 401(k)?

Posted

Draft an amendment to the plan document, update the SPD and report the new number on Form 5500 filing.

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

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