ElaineW Posted January 28, 2022 Posted January 28, 2022 If there is over 5K for a missing participant in a non-PBGC covered defined benefit plan or cash balance plan can it be rolled over?
Lou S. Posted January 28, 2022 Posted January 28, 2022 If it's over $5K in a DB or CB plan you couldn't do a rollover, you'd need to buy an annuity based on the Plan's normal form. If the Plan is a terminating non-PBGC DB Plan, see PBGC Form MP-300 and Instructions - Missing Participant Program Plan Information for Small Professional Service DB Plans Luke Bailey and ElaineW 2
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