Transfers between Union and Nonunion plan

[PFranckowiak]

Sponsor wants to allow for transfers between the plans as the employees switch from Union to nonunion and the reverse.

Document allows for it.

I know the money must be kept separate.

what about the forfeitures? Would those transfer back to the original plan?

What about participants with loans?

Seems like a lot of work to me for participants that just don't want to get two statements.

Am I missing anything?

Pat