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Posted

CB Plan effective 1/1/2006. It was set up with a 6-year graded vesting schedule. Under PPA I was under the assumption all Plans had to move to a 3-year cliff vesting schedule. Is this correct? Can this Plan continue to use the 6-year graded schedule?

Posted

See IRC 411(a)(13). 3 years.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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