IRS determination letter filing

[Gary]

I recently generated a volume submitter defined benefit plan document and form 5307 using the Sungard Corbel system.

The Form 5307 stated that the date of advisory letter was 3/31/08 but did not provide a serial number; which would appear to be an EGTRRA pre-approval opinion letter. However, the advisory letter we have is dated January 17, 2002. The Form 5307 automatically generates the date of the advisory letter and the serial number.

Has the IRS issued favorable opinion letters for volume submitter plans yet? If not, then I don't know why the form 5307 lists the date of such a letter.

Anyone have an explanation for the above?

I have a call into Sungard but don't when I will be able to talk with them as they are difficult to reach.

Thanks.

[Guest Sieve]

IRS EGTRRA approval letters for DB plans have not been issued. Only EGTRRA DC advisory letters have been issued (on 3/31/2008).

Read the text of the 2002 approval letter you have--it must be the GUST approval letter for Corbel's DB plan. (So, the date on the 5307 is incorrect for a DB plan. Glitch?)

[Gary]

Yes, it is the GUST approval letter.

It appears to be a glitch.

Thanks.

[mwyatt]

DB EGTRRA program doesn't open up until 4/1/2010.