Benefits Vet Posted February 5, 2021 Share Posted February 5, 2021 I have a DC plan terminating at end of its current fiscal year in June 2021. Any thoughts as to whether it needs to be restated before terminating? I am thinking that it may need to be. Link to comment Share on other sites More sharing options...
Bill Presson Posted February 5, 2021 Share Posted February 5, 2021 It needs to be brought up to date. Whether that's a formal restatement or adopting the "termination package" that every document provider offers is dependent on the provider. Luke Bailey and Benefits Vet 2 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
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