cpc0506 Posted July 5, 2013 Posted July 5, 2013 Is a rollover of SEP funds to a new Profit Sharing Plan of the same employer considered a related or unrelated rollover? What about Simple IRA funds?
masteff Posted July 5, 2013 Posted July 5, 2013 This thread may be of help: http://benefitslink.com/boards/index.php?/topic/21111-top-heavy-testing-wrollovers/ Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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