Rai401k Posted February 10, 2010 Posted February 10, 2010 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???)
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