Guest AEAllen Posted February 5, 2013 Posted February 5, 2013 Does the Internal Revenue Code (or Treasury regulations) impose rules regarding inclusion of certain provisions in the ESOP plan and loan documents (e.g., a provision prescribing what happens if the plan defaults on loan repayments)?
QDROphile Posted February 5, 2013 Posted February 5, 2013 See Form 5309 for a partial list of required plan provisions unique to ESOPs.
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