Guest ssbtrust Posted October 24, 2002 Posted October 24, 2002 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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