Jump to content

Lack of documentation; what code references or other official literature addresses this situation?

Guest Enda80

By Guest Enda80
in Retirement Plans in General

 Share

Recommended Posts

Guest Enda80

Guest Enda80

Posted
Posted

Lack of supporting documentation; what code references or other official literature addresses this situation?

david rigby

david rigby

Posted
Posted

Please don't put your entire question in the title of your post.

If you are asking what requires you to have a plan document, the answer is ERISA sec. 402.

Also found as 29 USC 1102.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

J Simmons

J Simmons

Posted
Posted

IRC section 402(b)

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share
Go to topic listing
×
×
  • Create New...

Important Information

Terms of Use

  I accept