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Posted

Good Morning,

This is a long shot I know But I am looking for the version of the E*TRADE Prototype Standardized PSP, BPD and AA. This is a group plan not the solo(k). I would like the plan in effect in 2013.  Before I write to the IRS, I am hoping someone has one lying around. 

E-TRADE CLEARING LLC INC RANCHO CORDOVA, CA 312D4162701-004 STANDARDIZED PROFIT SHARING/CODA M288284 

Posted

If help from a practitioner doesn’t get what you seek, consider whether you have a friend at Morgan Stanley who would search its files.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

Posted

See, now this is the kind of thing that those Opinion Letter serial numbers are good for.   Unfortunately 2013 is too far back for this, but if this had been a year these were reported, you could find a slew of clients using that document, and then you'd have a list of potential cold-calls that might hit!

"Hi, you don't know me, and I don't even want your adoption agreement, just the basic plan document...."

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