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Draper55 created a topic in Retirement Plans in General
"Could a plan sponsored by a sole proprietorship be amended to include a partnership for the prior plan year if the partnership adopts the plan before the tax filing due date?"
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Draper55 created a topic in Defined Benefit Plans, Including Cash Balance
"We know we can retroactively adopt plans and we can also retroactively improve benefits. However, if a controlled group member wanted to retroactively join the existing plan of a related controlled group member would this fall under one of the two scenarios (i.e., IRC 401(b)(2)
or (b)(3)?"
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Heritage Pension Advisors, Inc.
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Ameritas
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