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March 24, 2026

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susieQ created a topic in Employee Stock Ownership Plans (ESOPs)

ESOP Restated as Profit Sharing/401(k)?

"Can a ESOP consisting only of cash (employer bought back stock) be 'restated' as a profit sharing plan or a 401(k) plan? If yes, will the continuing plan be grandfathered and not subject to the automatic enrollment rules?"

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Manager, Retirement Account Management - PEP  View details

Alerus
Remote / AZ / MN / ND

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