No one has a signed doc starting Plan in 2008

[Jim Chad]

I would love to her ideas on this. What does everyone do when they takeover a Plan and no one has a signed copy of the doc starting the Plan? In this case the Plan was started with a Gust doc in 2008 and then an EGTRRA Doc later that year.

Two similar problems. One Plan has 8 employees and the other Plan has 230 employees.

[Bill Presson]

I would love to her ideas on this. What does everyone do when they takeover a Plan and no one has a signed copy of the doc starting the Plan? In this case the Plan was started with a Gust doc in 2008 and then an EGTRRA Doc later that year.

Two similar problems. One Plan has 8 employees and the other Plan has 230 employees.

Hopefully for the 8 employee plan, the employer will look even harder and find the signed copy.

For the 230 employee plan, does the CPA have a copy that they used for the audit?

[Jim Chad]

Thank you, Bill. That is a great idea. I never thought to ask the CPA.