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News

Pension Protection Act Restatement Process

Wednesday, July 15, 2015

All qualified retirement plans are required by the Internal Revenue Service (IRS) to be amended for the most recent tax law changes in order to maintain their favorable tax law status.  This article will discuss the restatement process and deadlines for different types of plan documents.  Read more...

Retirement Plan Documents: The PPA Restatement Process

Monday, January 19, 2015

All qualified retirement plans are required by the Internal Revenue Service (IRS) to be amended for the most recent tax law changes in order to maintain their favorable tax law status.  This article will discuss the restatement process for different types of plan documents and the deadlines for each type of plan documents.  Read more...