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SIMPLE SEP amendment


Guest Shelton
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Guest Shelton

What's the general opinion on whether or not the IRS will require a signature amendment to IRA based employer plans?

Do you think a custodian will be required to provide IRA owners with a copy of the amended IRA plan document, whether or not the amendment requires a signature?

Finally, shouldn’t the amendment to the disclosure statement include changes to GUST?

Thanks

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