Fully Vested Posted December 29, 2016 Posted December 29, 2016 We have a takeover client with an existing 401k Plan. The plan sponsor cannot locate the original document. The plan was first effective in 1997 so (I believe) that the original document would have been a TRA 86 version. We want to draft a replacement document and submit it to VCP. However, we use Relius and their software will only produce docs going back to the GUST restatement cycle (2001 to 2003). Does anyone know of a provider that can issue a TRA 86 document in a VS or prototype format?
Flyboyjohn Posted December 29, 2016 Posted December 29, 2016 We're a law firm and have a TRA '86 prototype we'd be willing to sell to your client Fully Vested 1
Kevin C Posted December 29, 2016 Posted December 29, 2016 We used Datair documents back then. You might try contacting them. Fully Vested 1
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