Jump to content

Recommended Posts

Posted

One of my clients is a law firm. They have two plans set up, one for the partners and staff and another plan for the associate attorneys. The partners and staff plan receive an employer non-elective contribution, cross tested, every participant is in their own group. The associates do not receive an employer contribution. The plans pass coverage using the ABPT. I restated their plans for EGTRRA on a VS document, no change to the standard language.

My question, is 1) should I submit both their plans for a favorable determination letter? and 2) should I include a Schedule Q with the applicable demos? and 3) which demos should be included 5 and/or 6. I've never submitted a 5307 with a Sch. Q and I was wondering what everyone's experience is with the Sch. Q and demos. thank you

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