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Posted

Do you know anyone who prepares IDP 401(k) documents or other DC documents for each cycle? For example, someone who currently has or is working on an IDP 401(k) document with updated language for all of the cycle D LRMs within the document (not as add-on amendments)? We've tried a few firms so far with no luck.

  • 3 weeks later...
Posted

In response to your question if anyone knows a firm who can produce an individually designed 401(k) updated through Cycle D, I first checked with my contact and have been given permission to provide this info:

Sirote & Permutt, P.C. (Law Firm) in Birmingham, Alabama, has an employee benefits department and drafts IDP 401(k) documents, updated for Cycle D and PPA.

Address is:

Attn: Joseph S. Bluestein, Esq.

P.O. Box 55727

Birmingham, AL 35255-5727

I hope this helps.

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