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Posted

I've got a client who adopted a standardized target benefit prototype from Northwestern Mutual in late 1996. Client is terminating it in 2000. Anyone know a contact at Nortwestern Mutual who can supply a current amendment for one of their prototype plans? I've left messages at Northwestern's reitrement services tel. line but gotten no response. I've also tried to contact the e/ee benefits firm that got them into the prototype, but they are not responding. That's probably because they've screwed things up so badly that they don't want to talk to me. The doc needs to be amended upon termination....doesn't that apply to prototypes as well?

Thanks for any help..

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  • 2 weeks later...
Posted

You're right about the "pension department" at NW Mutual.

Regarding any terminating plans prior to 2000, I've been using generic amendments for GUST through my document provider.

Some insurance comapnies issue amendments and actually send them to the adopting employers; most do not.

Email if you want to take a look. A simple 8 eight page termination amendment.

pensiondoc@aol.com

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