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I am considering transferring the pension plan of my small company. I assume I need someone to write up and maintain a legal plan so the IRS doesn't come knocking. I want it to have graduated vesting, and this seems to be the problem because it is "non-traditional". Does anyone have any suggestions for finding someone who is qualified to keep the IRS far away? I am also considering keeping the funds at Fidelity investments - any input?
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No. of Recommendations: 0
I am considering transferring the pension plan of my small company. I assume I need someone to write up and maintain a legal plan so the IRS doesn't come knocking. I want it to have graduated vesting, and this seems to be the problem because it is "non-traditional". Does anyone have any suggestions for finding someone who is qualified to keep the IRS far away? I am also considering keeping the funds at Fidelity investments - any input?

You actually don't give us much to work with here. If oyu already have a pension plan then you should already have a qualified plan & trust. What's wrong with it as it stands?

If you are going to use Fidelity why not use their "regional prototype" or "volume submitter" plans?
Usually their charge is dirt cheap compared to hiring a benefits lawyer to draft & maintain a qualified single plan.

TheBadger

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