Gina Alsdorf Posted 9 hours ago Posted 9 hours ago 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
Bill Presson Posted 5 hours ago Posted 5 hours ago Ms Gina, bless your heart and good luck! William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Peter Gulia Posted 4 hours ago Posted 4 hours ago 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. Bill Presson 1 Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Bri Posted 2 hours ago Posted 2 hours ago 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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