Dobber Posted February 8, 2021 Posted February 8, 2021 Does anyone know if a 401(k) participant that accumulated shares of company stock prior to the company going public can use NUA? The company is now public. However the shares were accumulated while the company was private. Participant has since retired and would now like to use NUA Thank you
Luke Bailey Posted February 10, 2021 Posted February 10, 2021 On 2/8/2021 at 2:06 PM, Dobber said: Does anyone know if a 401(k) participant that accumulated shares of company stock prior to the company going public can use NUA? The company is now public. However the shares were accumulated while the company was private. Participant has since retired and would now like to use NUA Thank you What makes you think the NUA rules only apply to company stock that is not publicly traded, Dobber? Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
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