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Support - Pension Resources
Approval Letters
EGTRRA - Prototype Non-Standardized Profit Sharing
EGTRRA prototype approval letter for a non-standardized profit sharing plan
EGTRRA - Prototype Non-Standardized Profit Sharing with CODA (401(k))
EGTRRA prototype approval letter for a non-standardized profit sharing plan with CODA (401(k)).
EGTRRA - Prototype Standardized Profit Sharing
EGTRRA - Prototype Standardized Profit Sharing
EGTRRA - Prototype Standardized Profit Sharing with CODA (401(k))
EGTRRA prototype approval letter for a standardized profit sharing plan with CODA (401(k)).
EGTRRA – Volume Submitter Profit Sharing
EGTRRA volume submitter approval letter for a profit sharing plan.
EGTRRA – Volume Submitter Profit Sharing with CODA (401(k))
EGTRRA volume submitter approval letter for a profit sharing plan with CODA (401(k)).
EGTRRA Prototype Non-Standardized Money Purchase Plan
EGTRRA Prototype Non-Standardized Money Purchase Plan
EGTRRA Volume Submitter Defined Benefit Plan
EGTRRA Volume Submitter Defined Benefit Plan Advisory Letter
EGTRRA Volume Submitter Money Purchase Plan
EGTRRA Volume Submitter Money Purchase Plan Approval Letter
GUST - Prototype Non-Standardized Defined Benefit Plan with Permitted Disparity
Prototype Non-Standardized Defined Benefit Plan with Permitted Disparity.
GUST - Prototype Non-Standardized Defined Benefit Plan without Permitted Disparity
Prototype Non-Standardized Defined Benefit Plan without Permitted Disparity.
GUST - Prototype Non-Standardized Money Purchase Plan.
Prototype Non-Standardized Money Purchase Plan.
GUST - Prototype Standardized Defined Benefit Plan with Permitted Disparity
Prototype Standardized Defined Benefit Plan with Permitted Disparity.
GUST - Prototype Standardized Defined Benefit Plan without Permitted Disparity
Prototype Standardized Defined Benefit Plan without Permitted Disparity.
GUST - Prototype Standardized Money Purchase Plan
Prototype Standardized Money Purchase Plan.
GUST - Prototype Standardized Profit Sharing Plan
Prototype Standardized Profit Sharing Plan.
GUST - Volume Defined Benefit
GUST2 IRS approval letter for volume submitter defined benefit plan.
GUST - Volume Money Purchase
GUST2 IRS approval letter for volume submitter money purchase plan.
GUST - Volume Submitter Profit Sharing
GUST - Volume Submitter Profit Sharing
GUST - Volume Submitter Profit Sharing 401(k)
GUST - Volume Submitter Profit Sharing 401(k) Approval Letter
GUST - Volume Target Benefit
GUST2 IRS approval letter for volume submitter target benefit plan
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