TPAinPA Posted January 6, 2020 Share Posted January 6, 2020 We're doing a VCP filing for a client and I have a copy of the adoption agreement, but need to locate a copy of the Approval letter for the Legg Mason Wood Walker, Inc. Standardized Profit Sharing Plan & Trust #03-002. Any idea where to dig it up? - I've tried the advisor's office, Legg Mason and a call to Citibank. I wanted to avoid using this particular adoption agreement because it wasn't dated, but it looks like I'm going to have to do that and hope for the best. Anyone else not be able to locate an approval letter from a large firm like this that obviously had one? How did you handle it? Link to comment Share on other sites More sharing options...
Belgarath Posted January 7, 2020 Share Posted January 7, 2020 You can start here, but are you sure it was done under that name? Or perhaps some other name instead. A quick look through, I didn't see any starting with "Legg Mason..." https://www.irs.gov/retirement-plans/list-of-preapproved-plans Link to comment Share on other sites More sharing options...
QualGeek Posted January 9, 2020 Share Posted January 9, 2020 Is it an older "GUST" preapproved document? I have attempted to attach a list of Legg Mason opinion letters on the GUST preapproved plan list: Link to comment Share on other sites More sharing options...
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