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Plan Documents for Governmental Entities


Guest TBick
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Guest TBick

We are going to be setting up defined contribution plans for a number of governmental entities and am looking for a good source of documents. All we have are the normal qualified plan document sources.

Any suggestions?

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I assisted Ameritas Life Insurance Company to develop such a document. Of course, they want the funding to go into their mutual fund wrap product. If you are interested, email me and I will put you in touch with the right people there.

FYI, we started with the Corbel plan document and eliminated the inapplicable portions, a very time-consuming process.

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