Assets that remain in the trust after all distributions have been paid

By Guest CLS
February 20, 2001 in Correction of Plan Defects

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Guest CLS

Posted February 20, 2001

My question is regarding the assets that have been leftover in the trust of a governmental retirement plan after the distributions have all been paid out to the participants.

How do you determine if the Plan Document allows you to revert the left over assets to the employer/agency? Is it supposed to be specifically stated somewhere in the plan document?

And if we can send the assets back to the employer/agency, what are the procedures in doing so?

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