Trisports 0 Report post Posted June 3 We were asked to assist a client who had a 403(b) plan since 2004 but never formally adopted a plan document or filed a Form 5500. If the client adopts the plan document before the June 30 deadline, are we in compliance, or do we need to file a VCP for the plan document issue? Is the June 30 deadline only for defects to an existing plan document or can we use it for a plan that never had a plan document? For the late 5500, the client will filed under DFVCP. Thank you. Share this post Link to post Share on other sites
justanotheradmin 77 Report post Posted June 3 VCP is needed if they never had a document. 1 Share this post Link to post Share on other sites
