Guest CRC02 Posted July 30, 2002 Posted July 30, 2002 Does a frozen calendar year DB plan need to be amended for EGTRRA in 2002, or does it not need to be amended until 2005? The plan is not adopting any EGTRRA changes at this point because it is frozen. Do we need a good faith amendment by the end of 2002 anyway?
MGB Posted July 30, 2002 Posted July 30, 2002 Yes you need EGTRRA amendments in 2002. There are many provisions (eligible plans to accept rollovers from this plan; top heavy provisions, 415 limits, etc.) that affect even frozen plans.
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