Standardized and Non-Standardized Prototype Documents

[Guest RS Vatalaro]

I frequently have used the prototype provided by the investment provider, for a plan, for example, Aetna.

Does anyone know of a document service (and phone and address if you have) that can provide prototype plan documents that are not investment company specific (I assume for a fee)? I have a situation where the trustee is making all the investing decisions and buying individual stocks, bonds etc and wants to use a prototype.

Any help would be appreciated.

[Alan Simpson]

Over the years I have used prototype documents from: Corbel (Leslie Smith @ 1-800-326-7235 x 1174); McKay Hochman (973-492-1880); and Universal Pensions, Inc. (800-346-3860).

If you are planning on providing prototype documents for more than one employer this may be the way to go. However, if this is the only plan that you will assist in providing a document, it may not be cost effective over using a master/regional prototype plan sponsored by a local attorney.

[This message has been edited by Alan Simpson (edited 02-12-99).]

[Guest RARogers]

PPD (Pension Publications of Denver) has a good prototype service - it's cheap, good support, and almost everyone (at least around here) uses it.

[Alan Simpson]

If I am right, Pension Publications of Denver (PPD)has been purchased by Corbel.