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Corporate Shares Transferred in Trustee-To-Trustee Transfer to Retirement Plan in Corporate Spin-Off Were Employer Securities
Wolters Kluwer Law & Business [Guidance Overview] Feb. 12, 2013 "The two companies, after the spin-off, were no longer affiliated employers. In addition, the one corporation was no longer the employer of the participants in the retirement plan.... Thus, the investment restriction on these shares, which prevents the participants from purchasing more of the shares, does not cause the retirement plan to violate Code Sec. 401(a)(35)." |
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