IRS Plan Approval. The prototype plan agreement used to establish this IRA has been approved by the IRS and has been issued a favorable opinion letter. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 62 contracts
Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Kit Agreement
IRS Plan Approval. The prototype plan agreement used to establish this SIMPLE IRA has been approved by the IRS and has been issued a favorable opinion letterIRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 10 contracts
Sources: Wealth Management Agreement, Simple Ira Custodial Agreement, Simple Individual Retirement Custodial Account Agreement