Guest amfam2 Posted January 28, 2002 Posted January 28, 2002 Can the IRS model forms (5305 series) be used to establish IRA annuities for insurance companies? Or are insurance companies which offer deferred retirement annuities required to put together a prototype plan I am getting conflicting research. One source says insurance companies cannot use these model forms, but some of these forms themselves refer to insurance companies. Sooo, which is it? Thanks.....
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