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Transferring a Whole Life Policy Into a 401(k) Plan
BenefitsLink Message BoardsLink to more items from this source
July 14, 2021

"Client wants to transfer a whole life policy on his life to a profit sharing plan in which he is a participant. I believe a class PTE allows a transfer subject to certain requirements dealing with value. Can he make it as an in-kind contribution equal to the cash surrender value?"

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