Jump to content

PPA Amendments


Guest bobolink

Recommended Posts

Guest bobolink

I hope this is a simple question. I am foggy on it for some reason.

Brand new plan. Signed and effective February 1, 2010. We know PPA amendments are due on the last day of the first plan year beginning on or after January 1, 2009. Plan year here is calendar year.

Even though it won't be a full plan year, is the PPA deadline the last day of the 2010 plan year or December 31, 2010?

Then, when are the 2010 amendments due?

Add to that, I'm filing for a DL. If I amend, won't I have to restate, and won't all this blow the client's head off?

Propose: file for DL. Then, stand alone amendment for PPA before 12/31/2010. Done.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...