Jump to content
Sign in to follow this  
Marie

Missing everything since 1997

Recommended Posts

Below the scenario:

Plan was originally effective 1997. Taking over the administration of the plan 2019. 

No copies of the original plan document, the GUST and the EGTRRA restatement. Some amendments are in place, most interim amendments.

So would we have to create all these documents and submit to VCP?

Not sure why I am not in full agreement with approved plan of action.

Any guidance would be really appreciated. 

Share this post


Link to post
Share on other sites

Lot at stake for over 20.  Seems like this should be handled under the guidance of an ERISA attorney, and with attorney-client privilege to protect the plan sponsor as much as possible.   Really hard to get more specific here as much depends on the facts.  

  • Like 1

Share this post


Link to post
Share on other sites

Definitely recreate plan documents and submit under VCP, done all the time with usually rubber stamp acceptance.

Share this post


Link to post
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
Sign in to follow this  

×
×
  • Create New...