Union to Non-Union Promotion - Distributable Event

[Guest kdddk14]

If a company has two plans, one for union employees and one for management employees and a participant in the union plan is promoted to management, is this a distributable event where he could roll his balance in to the non-union plan or event rollover to an IRA?

[Jean]

Generally no, unless there was another distributable event reason permitted by the plan. Moving to/from an eligible group is not a reason for a plan distribution.

Does the plan document have a reference to this situation?