Guest PensionAdministrator Posted August 25, 2005 Posted August 25, 2005 Recently discovered that a client, who utilized a brokerage house Prototype Plan Document, never had the Plan Document amended for GUST or EGTRRA. Through mergers and change in Brokers, the Amendments were not processed, yet the Plan operated in compliance throughout the years. Would you recommend VCP assistance for this Non-Amender and the resulting Plan Document Failure? What other alternatives can you suggest?
WDIK Posted August 25, 2005 Posted August 25, 2005 What other alternatives can you suggest? I would suggest you refer to your duplicate post. ...but then again, What Do I Know?
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