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401(a) pre-approved plan providers


Joe
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I represent a federal 401(a) plan that currently has an individually designed plan. The plan is interested in moving to a pre-approved plan document structure. Does anyone know which vendors have a pre-approved 401(a) plan document that they license for use? Many thanks.

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1 hour ago, Joe said:

I represent a federal 401(a) plan that currently has an individually designed plan. The plan is interested in moving to a pre-approved plan document structure. Does anyone know which vendors have a pre-approved 401(a) plan document that they license for use? Many thanks.

You should talk to your recordkeeper first. They will likely have a document to use.

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070
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