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Approaching Deadline for Pre-Approved DB Plan Document Restatements
To maintain reliance on a pre-approved plan document, all qualified plans and 403(b) plans must be restated periodically in accordance...
Aug 22, 2024
2 min read
Important Deadlines and Updates for Defined Benefit Plan Sponsors and Pre-Approved Plan Providers
Restatement Deadlines for Defined Benefit Plan Sponsors The IRS has provided guidance on restatement deadlines for plan sponsors of...
May 11, 2023
2 min read
We Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated
If you missed the July 2022 restatement deadline, all is not lost – you may not even have a problem.
Jan 13, 2023
2 min read
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