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Investment Professionals Downloadable Documents
PDF files of documents are available for you to download. Just click on the links below.

Defined Contribution IRS Opinion Letters:
Standardized Profit Sharing Plan w/ CODA
Standardized Profit Sharing Plan
Standardized Money Purchase Pension Plan
Non-standardized Profit Sharing Plan w/ CODA
Non-standardized Safe Harbor Profit Sharing Plan w/ CODA
Non-standardized Profit Sharing Plan
Non-standardized Safe Harbor Profit Sharing Plan
Non-standardized Money Purchase Pension Plan

Defined Benefit IRS Opinion Letters:
Standardized Defined Benefit Plan w/ Permitted Disparity
Standardized Defined Benefit Plan w/o Permitted Disparity
Non-standardized Defined Benefit Plan w/ Permitted Disparity
Non-standardized Defined Benefit Plan w/o Permitted Disparity

GUST Volume Submitter Letters:
401(k)
Profit Sharing
Money Purchase
Defined Benefit