401(a) pre-approved plan providers

[Joe]

I represent a federal 401(a) plan that currently has an individually designed plan. The plan is interested in moving to a pre-approved plan document structure. Does anyone know which vendors have a pre-approved 401(a) plan document that they license for use? Many thanks.

[Bill Presson]

1 hour ago, Joe said:

I represent a federal 401(a) plan that currently has an individually designed plan. The plan is interested in moving to a pre-approved plan document structure. Does anyone know which vendors have a pre-approved 401(a) plan document that they license for use? Many thanks.

You should talk to your recordkeeper first. They will likely have a document to use.

[Joe]

For various reasons, we perform our own recordkeeping services. So we are still looking for a provider of a pre-approved 401(a) plan.