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Gust and EGTRRA Restatement


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Guest ssbtrust
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I am merging a Money Purchase Pension Plan into a paired Profit Sharing Plan and updating for GUST in the Profit Sharing Plan for both plans. The Money Purchase adoption agreement from a broker has an effective date of 1/1/80. Don't seem to have any of the update for TRA'86 or TEFRA. Both were on standardized prototype documents.

Do I have to go through compliance to update the plan?

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