Jump to content

missing MetLife RetireServe basic plan document

Recommended Posts

Would anyone have a copy of the basic plan document that MetLife used in its RetireServe program pre-2009? In May 2007,  my client executed the MetLife 403(b) Adoption Agreement, but was not given a copy of the basic plan document.  The Adoption Agreement contains a footer indicated that it is an "ERISA/January 2007" document and a 2004 copy write by MetLife.   I would not be asking the question, but for the fact that the client was really late in signing MetLife's 2009 restatement.  Just wanted to know what the plan provides, and if there is an argument that the 2007 document qualifies as a good faith written document as of 2009 under guidance issued by the IRS.   

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...