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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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