Jump to content

Recommended Posts

Posted

I know i'm confusing myself here but I want to make sure i am submitting the right information for determination letters.

We use corbel pre-approved Volume Submitters

1. with our older documents (which were accudraft) that have GUST determination letters I am pretty sure we have it down ....

the amends we are including with the EGTRRA doc -----(i)EGTTRA good-faith amend, (ii) 401(a)(9) amend (basically any amends that were tacked on to the GUST doc when we submitted for a GUST DL) PLUS (iii) automatic rollover amend (iv) Final 401(k) (v)Final 415 (vi)PPA/HEART) and and discretionary amends in between.

2. Am I correct in assuming that if a plan is new---lets say effective 1/1/2009 or even 1/1/2010, the only amendments i need to include are the final 415 amend and the PPA/HEART amendment when I am submitting for a DL? (maybe this is a corbel questions???)

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
×
×
  • Create New...

Important Information

Terms of Use