Pensions2020 Posted January 25, 2024 Posted January 25, 2024 One of our clients wants to merge a recent acquisition's Plan (Plan B) into their own Plan. Plan B has an enhanced SH Match formula. Plan A's formula is the QACA auto enroll SH Match. Are there any considerations for attempting to do this as of 07/01/24 or best to wait until 01/01/2025? That was my first response but upper management would prefer to do it sooner.
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