Stevo-PDX Posted July 27, 2012 Posted July 27, 2012 I understand that Separate Trust Agreements were submitted along with the plan document providers EGTRRA Plans (Volume Submiiter etc.) for IRS approval. After approval, its typical for trust companies to make changes to the agreements. My question - do changes to the original trust agreement trigger a resubmission for approval or does the IRS accept changes that are not material?
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