Mergers of Church Plans

Q. Does a recommendation of caution regarding mergers of church plans refer to a merger between a 401(a) and 403(b) plan or all mergers between ERISA and non-ERISA plans?

A. Such a recommendation of caution refers to any merger of church plans, whether ERISA or not and whether 401(a) or 403(b), since we still do not have all of the guidance from IRS.

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