chris Posted November 26, 2012 Posted November 26, 2012 Client adopted a Flexible 401(k) PSP in October of 2010 sponsored by First Clearing, LLC. Client only has copy of Adoption Agreement and does not have underlying plan document. Adoption Agreement is entitled "Flexible 401(k) PSP Standardized Adoption Agreement". I know it is a longshot, but is anyone aware of where the "Basic Plan Document #01" might be found on-line? I will try to contact First Clearing, LLC as well, but thought I would give it a try. Thanks.
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