Document Consulting

What is a document-related question vs. a non-document question? The following are examples that will be helpful to you.

Sample Document-Related Questions

  • How do I modify a SunGard plan document to provide for different benefit structures for different groups of employees?
  • Can an employer select a normal retirement age of 55 for purposes of taking advantage of the in-service distribution option and not jeopardize the qualification of the plan?
  • Can you assist me with completing the Schedule Q for IRS Form 5307?
  • I received an inquiry from the IRS about my SunGard plan. Can you assist me in responding?

Where else can I get answers to my non-document related questions?

Consider subscribing to the PPD Pension Library . This vast ERISA resource is the single most useful resource you can own.

The PPD Pension Library is comprised of five publications, combined into a comprehensive ERISA resource. From substantive law in an outline format, newsletter updates, and practical everyday forms, to in-depth treatises - the PPD Pension Library will save you hours of research time and provide information you will refer to every day.

The PPD Pension Library is available as a paper-based resource or on CD. This must-have resource for all pension practitioners.