Skip to content
BOL Conferences Top Gun 23
Thread Options Tools
#639000 - 11/16/06 06:38 PM Pension Protection Act
leolady Offline
100 Club
Joined: Jun 2006
Posts: 101
Midwest-dead center
Three part question:
1. Do we have to send out amendment notices?
2. Is there a deadline for when they have to be sent?
3. If they have to be sent--will a blanket notice suffice?
(we had a salesman assure one of our personal bankers that they needed to go out by the end of the year, and by the way, how many did we want to order?) Thanks in advance for any insight you can give me.
"It takes two to speak the truth - one to speak, another to hear."
Henry David Thoreau

Return to Top
General Discussion
#641356 - 11/22/06 06:01 PM Re: Pension Protection Act leolady
KSK Offline
Gold Star
Joined: Jul 2001
Posts: 357
Depends on what you are talking about - IRA docs or Qualified Plan docs? It also depends on what your document says? Do you use a prototype doc, a standard doc, or a non-standard doc?

Your best bet is to ask your legal counsel. Show him/her the document that you are currently using and be specific with your questions.

While the sales-person may be well-intentioned, he/she probably was looking mostly for a sale.

Return to Top