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Posted

I would be curious to know if anyone has receiving notification from their Document Provider, as to when the software will be available, to restate DB and CB Plans. Specifically, VS or Prototype.

Posted

Our office uses FT William for our plan document software.  

FT William sent an e-mail to our office yesterday stating IRS Approval PPA letters were issued with a March 30, 2018 date. The e-mail also indicated that it would take time to get the software updated and they will be sending out a time table for completion in the near future.

 

Posted

Because of multiple acquisitions over the past few years, we seem to be paying almost every document provider out there. We're working to reduce that. :D

Anyway, we heard the same on the FTW document. Just got an email from Accudraft that they got their approval letters and expect the updated documents to be available June 1.

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070

 

Posted

Corbel, Relius or FIS or whatever they are called these days sent an e-mail saying they are reviewing IRS letters for accuracy and will send shortly and that document update is scheduled "summer" release.

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