The following is a list of items we will need in order to take over your plan: • Plan Adoption Agreement with any amendments • Summary Plan Description, if available • IRS Favorable Determination Letter, if available • Form 5500 and Attachments for the last 2 Years • Actuarial Valuations for the last 2 Years • Year-end Statement of Plan Assets for the last 2 Years • Compensation History for ALL employees for the last 2 years • Current Employee Census We may need a few more items, but this is a good start.