Guest FREE401k Posted May 10, 2001 Posted May 10, 2001 Our firm is a small 401(k) consulting/recordkeeping/legal firm, and we have always used custom Plan documents for our clients. We are not looking forward to incorporating the GUST changes into our existing documents, even though we have seen some good GUST checklists. Instead, we are looking for recommendations for a source for a new Plan document that includes all the latest goodies including GUST. In our ideal world someone would e-mail us a sample document (that we would pay for, of course). We're not looking for some big system of CDs and manuals and classes and on-going updates - we just need a Plan document. Any ideas?! Thanks.
Jon Chambers Posted May 10, 2001 Posted May 10, 2001 Try CyberActuaries, Inc. at 760-200-9277, or http://www.CyberActuaries.com. Jon C. Chambers Schultz Collins Lawson Chambers, Inc. Investment Consultants
Jon Chambers Posted May 10, 2001 Posted May 10, 2001 Just visited site, above, and it's under construction, but you can call or e-mail (from the site) for a brochure. Jon C. Chambers Schultz Collins Lawson Chambers, Inc. Investment Consultants
david rigby Posted May 10, 2001 Posted May 10, 2001 Good document providers: McKay Hochman Corbel More generally: http://www.benefitslink.com/yellowpages/docuprep.shtml I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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