Guest Grumpy456 Posted September 19, 2011 Report Share Posted September 19, 2011 If a DB plan was frozen several years ago and is in the form of a VS document which needs to be restated for EGTRRA by the end of next April, may the EGTRRA restatement (which will be effective 1/1/2011) contain a zero benefit formula and pretty much eliminate anything that is inapplicable to a frozen plan? Link to comment Share on other sites More sharing options...
12AX7 Posted October 31, 2011 Report Share Posted October 31, 2011 I'm always arriving late to the party, including yours, Grumpy. Does your document have a Frozen Plan election, with a line for the Freeze Date? That's what I do with mine, but I don't know any better way. Link to comment Share on other sites More sharing options...
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