Guest JM123 Posted December 10, 2009 Posted December 10, 2009 Plan terminates and participant, who is both an employee and owner of the sponsor, wants to roll over the shares of employer stock in his esop to an IRA. PT?
Guest Benefits Advisor Posted July 12, 2011 Posted July 12, 2011 Plan terminates and participant, who is both an employee and owner of the sponsor, wants to roll over the shares of employer stock in his esop to an IRA. PT? Do you still need answer to this question?
Guest JM123 Posted July 12, 2011 Posted July 12, 2011 Do you still need answer to this question? Thank you for checking. I believe I concluded this was okay, but don't immediately recall the reason. Perhaps I concluded that it did not consitute an "exchange." Any thoughts are welcome.
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