Adoption Agreement Request

[pmacduff]

We have a client with a PEO Plan (multiple employer).  A client has left them and is transferring from their PEO Plan to another PEO Plan.  The receiving (new) PEO Plan provider is requesting a copy of the Plan Adoption Agreement from the sending plan.  The question has been asked if the sending Plan is legally obligated to send the new PEO provider a copy of the AA?

Thanks in advance for any responses.

 

 

[hr for me]

I would think they would be obligated to send a copy to the client themselves and then if the client wants to provide the New PEO with a copy (and I would want to see it if I were the new PEO and taking over the plan or rolling in benefits).   I would ask why the client doesn't already have a copy to send?  But for that I will just give a