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How does an issuer amend an approved specimen plan?

April 26, 2017amend Approved issuer Plan specimen

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How does an issuer amend an approved specimen plan?

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The issuer must submit any amendment it wants to make to the specimen plan to the Registered Plans Directorate for review. After an amendment has been approved, the issuer can notify the contract holder of the amendment and can market any future plans based on the amended specimen plan.