12AX7 Posted December 26, 2008 Report Share Posted December 26, 2008 I'm reviewing a governmental plan for takeover and was provided a New England Prototype document that was executed in 1996. The Opinion Letter dates from 1990. We would like to amend and restate the plan using our EGTRRA Volume Submitter Plan. The client claims this is the most recent plan document. Although the prototype subjects the plan unnecessarily to some ERISA requirements that are normally exempt for governmentals, I'm questioning if the plan document should have been updated through the years. Are the compliance rules for plan docs the same as they are non-governmental plans? Thanks. Link to comment Share on other sites More sharing options...
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