Scuba 401 Posted November 22, 2016 Posted November 22, 2016 does incidental benefit rule apply if the plan sponsor rolls cash into profit sharing plan and purchases insurance from rollover money?
Bill Presson Posted November 22, 2016 Posted November 22, 2016 Rollovers aren't included in the incidental benefit rule calculation at all. ETA Consulting LLC 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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