AKconsult Posted March 27, 2013 Posted March 27, 2013 When restating a M&P plan that has break-in-service rules elected in it, for example for vesting - must I carry those over onto the new document? My concern is that I know that the recordkeeper relies on our TPA firm to provide vesting information and there is no way for us to be able to have the recordkeeper correctly administer a participant account where the pre-break vesting % is different than the post-break vesting. Can I just eliminate the BIS rules to make the recordkeeping for rehired employees easier?
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