Guest LLandau Posted February 18, 2002 Posted February 18, 2002 I need some assistance. Are prototype plans required to include trust agreement provisions? Any help would be appreciated.
Archimage Posted February 18, 2002 Posted February 18, 2002 I don't believe they are required but most prototypes include the trust provisions.
Guest b2kates Posted February 18, 2002 Posted February 18, 2002 How large a plan are you dealing with. Most Bank Trustees will have their own Trust agreement. Many prototype documents are combined plan/trust agreements.
Guest STLGiant Posted May 6, 2002 Posted May 6, 2002 It may go back prior to GUST and EGTRRA, however, I thought I read somewhere that most TRA 86 "MASTER" prototype document were designed to have Trust language included, since Master prototypes could only be sponsored by a bank, insurance company or financial institution. Other "REGIONAL" prototypes may not have been written that way--since they were not sponsored by entities other than banks, insurance companies and financial institutions.
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