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Posted

We just took over a profit sharing plan that currently has a GUST prototype document. The client’s EIN ends in “2”. Can we restate their current GUST prototype into an EGTRRA Volume Submitter? The document provider/sponsor for the GUST prototype is different than the document provider/sponsor for the EGTRRA Volume Submitter that we use.

Did the client need to timely execute a Form 8905 in order to restate in the above manner? Your input is much appreciated.

Posted

It looks to me like the restatement deadline is 4-30-10 for you (except maybe for the PPA amendment, this amendment might make it 12-31-09)

Am I missing something in your situation?

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