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Cost for restatement


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Guest TrustMe401k
Posted

Hello All! Just a qucik survey type question. What are the ranges you are planning to charge to restate documents for GUST. And will it also include the EGTRRA amendments.

We are sponsoring our own prototype for the first time and would like to see if there is a "normal" range for this process. Any answers are greatly appreciated.

:D

Guest pensionadmin
Posted

We are charging a range from $1100 - $1450. The highest charge is for 401(k) Plan Restatements. This includes the EGTRRA amendments as well as restated doc., SPD, and updating of loan policy, administrative forms, etc. This doesn't include IRS filing for individual D-letter. We're anticipating that most plans will not need IRS filing.

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