Restate document from Individually designed to pre-approve

[Soundbc1]

I am getting ready for vacation and the brain is elsewhere.

Client has a non-complicated profit sharing plan that the attorney put on an individually designed plan document. It is coming up on the end of the 5 year cycle to restate.

It doesn't need to be on a IDP and want to save this client money. Can we just do the restatement onto a pre-approved document now?

[Mike Preston]

Yes.

[Soundbc1]

Mike -

I enjoy your to the point replies. Keep it up.

Mahalo (may give you an idea where my vacation will be)