traveler Posted September 19, 2017 Share Posted September 19, 2017 Would anyone have a copy of the basic plan document that MetLife used in its RetireServe program pre-2009? In May 2007, my client executed the MetLife 403(b) Adoption Agreement, but was not given a copy of the basic plan document. The Adoption Agreement contains a footer indicated that it is an "ERISA/January 2007" document and a 2004 copy write by MetLife. I would not be asking the question, but for the fact that the client was really late in signing MetLife's 2009 restatement. Just wanted to know what the plan provides, and if there is an argument that the 2007 document qualifies as a good faith written document as of 2009 under guidance issued by the IRS. Link to comment Share on other sites More sharing options...
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