SJGR
Jan 13 2005, 03:53 PM
IRS published a model amendment for d/c and d/b plans in Rev. Proc. 2002-29. The final 401(a)(9) regs. as applicable to d/b plans were issued in June, 2004. I haven't found anything regarding whether that model amendment, which was published before the final regs., is still appropriate for use. Individually designed d/b plans must be amended (generally) this year for the final 401(a)(9) regs.....Anyone have any information on the status of the model amendment? Thanks.
dsyrett
Jan 13 2005, 09:09 PM
"Anyone have any information on the status of the model amendment? Thanks. "
I don't, but I believe that Sungard Corbel has a non model DB 401a9 amendment available on its web site, if that helps. I believe that they suggest that you use it in connection with an IRS submission (eg. a Form 5310 plan termination filing).