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Found 2 results

  1. Tax Cowboy
    Group: Wasn't sure which section to post so I apologize in advance for duplicate posts. Is Ft Williams the best (or just one of a few) in marketplace to help create esop plan documents? Are they owned by Wolters Kluwer? I'm looking for a resource (or service provider. Ie attorney/TPA) familiar with esop plan document design and plans with participants in excess of 100. Along with knowledge in participant notice requirements for material changes. Not looking for freebies. And willing to pay to consult. Thank you in advance.
  2. Patricia Neal Jensen
    New client with a plan document which is on a 403(b) Adoption Agreement and the plan's name is "403(b) DC Plan" but the plan only permits a nonelective employer contribution: no deferrals. Is this a 403(b) plan? (Why do I care? Because it is not a PPA document. If it is a 403(b), then I can restate now; if it is not a 403(b) but a DC plan, it is a problem.)
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