Remote Kathleen Posted June 11, 2021 Report Share Posted June 11, 2021 So this is the 2nd time this has happened in 2 days. I have a large financial institution demanding that I send them the Determination Letter for a plan that has less than 10 participants in order to roll over money to an IRA on behalf of an old employee. These plans are small and do not have their own Determination Letters with their name on it (I do not want to start sending around my company's Opinion Letter). The financial institutions refuse to accept any other documentation. Is anyone else having this problem? Possible solutions? Thanks! Link to comment Share on other sites More sharing options...
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