Tom Posted May 16 Share Posted May 16 Plan sponsor has had 401(k) plan in which a participant is 100% in profit sharing. He wants to adopt a DB plan for 2023 and the employee terminated in 2024. Can years of service be prior to DB adoption be excluded for DB vesting? The plan document says service for vesting must be recognized for a "predecessor" plan. Does predecessor include K plan or only a prior DB plan? Thank you Link to comment Share on other sites More sharing options...
Bri Posted May 16 Share Posted May 16 It includes plans terminated in the last five years, not currently active ones. Luke Bailey 1 Link to comment Share on other sites More sharing options...
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