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Retirement Plan Relationship Manager ERISA Services, Inc.
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Compass Retirement Consulting Group, Inc.
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Central Pension Fund of the IUOE
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Retirement Plan Legal Specialist Pentegra
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Carpenter Morse Group
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Central Pension Fund of the IUOE
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| Terminated Plan's Assets Rolled into New Plan Under Same Controlled Group -- Related or Unrelated for Top Heavy Testing? BenefitsLink Message Boards  May 12, 2021 "Two employers (A and B) in the same controlled group have separate plans (Plan A and Plan B). Plan A terminates because employer A shuts down and many participants start working for employer B. Most participants roll assets from terminated Plan A into Plan B. Plan B has predecessor language for eligibility and vesting for participants from Plan A. They were given opportunity to take their balance or rollover to IRA or another qualified plan. Are the rollovers from Plan A into Plan B considered 'related' rollovers for top-heavy testing?" |
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