Belgarath Posted August 7, 2019 Share Posted August 7, 2019 Since I see DB plans so infrequently, I want see if I've got this straight... DB plans using pre-approved docs need to be restated by the deadline next year. DB plans using IDP documents, that already have a prior D-letter from the IRS, are not required to restate, (and generally can't apply for a D-letter) but do need to keep up their amendments required by the IRS annual list within the appropriate timeframes. I realize that D-letters are now available in certain situations where they weren't previously, but I'm just confirming what MUST be restated. Thanks. Link to comment Share on other sites More sharing options...
CuseFan Posted August 8, 2019 Share Posted August 8, 2019 Yes, in general your understanding is correct. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com Link to comment Share on other sites More sharing options...
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