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Retirement Planning
Chapter 7: Plan Installation & Administration/ASSET REVERSION
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Chapter 7: Plan Installation & Administration

ASSET REVERSION

01.Core Concepts

• Assets in a qualified plan will generally not return to the employer. However, there are provisions that permit asset reversion. • 20% tax on assets that return to an employer from a qualified plan. This excise tax is increased to 50% if a replacement plan is not implemented or specific benefit increases are not implemented.