PFranckowiak Posted September 9, 2011 Posted September 9, 2011 Okay - I have a potential takeover plan - trying to determine what needs to be done. Had a Prototype Document - appears to be up to day prior to EGTRRA Restatement. Did not do EGTRRA restatement or any amendments after that. Since it's a prototype - if it's filed with VCP do we have to also file for a determination letter 0r are we good with just filing for the VCP. I am getting differing opinions on this. Also I assume that the effective date on the documents needs to be the date that it needed to be and then the Client signs with a current date- date he actually signs. Client is small and has eliminated the match due to the economy. Thanks Pat
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