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Posted

Plan covers union members, whose benefits are determined pursuant to collective-bargaining agreements. A Joint Venture between 2 organizations is the plan sponsor and plan administrator. The three trustees are the Manager of the Joint Venture, one employee rep, and one union rep. A short amendment is needed prior to terminating the plan. Who can sign the adoption resolution?

BTW, the document is a non-standardized proto which was approved by the union's attorney prior to adoption.

Thanks,

Monica

Posted

From the facts - your plan sponsor is the joint venture. An officer of the joint venture would be the person I would have sign it.

JanetM CPA, MBA

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