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Has anyone an opinin on or experience with converting a 412i into a tr


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Guest NPaleveda
Posted

Has anyone an opinion on Converting a 412i into a traditional DB Plan-NP

Guest Matt Tuttle
Posted

You can do this but the result will likely be a plan that is grossly overfunded. The more common approach is to convert an overfunded traditional into a 412i to be able to resume contributions or reduce overfunding. If you want to do either I have a TPA that can accomodate you.

Matt Tuttle

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