Plan Set up - Returned Plan

[PFranckowiak]

We administered a plan in 2011. Went to another vendor. We just got the plan back with a new investment advisor. The plan investments will be different as well as the models. How is the best way to set up in Relius?

As a new Plan under the ER or should I roll forward the old plan six years? About 25 participants. Since investments have changed, would it be cleaner to set up as new plan? Daily Valued plan.

[Tom Poje]

If you are tracking different investments, etc

I think I would create a new plan but copy employees from the old plan as well as the specs

[Bill Presson]

I would definitely go with a new plan. No telling what kind of issues you might create by trying to roll the years forward without actually doing anything.

[hr for me]

I'd create new for many reasons. Agree with Bill that there could be all sorts of created issues.

[PFranckowiak]

Thanks