Guest mcw Posted September 4, 2003 Posted September 4, 2003 I have a DB plan that was restated in 2000 and, according to the first page of the plan, does not include RRA 98 or CRA. Are there any amendments required for RRA 98? Can I just adopt the 132(f)(4) amendment and not restate the entire plan? I am submitting to the IRS.
david rigby Posted September 4, 2003 Posted September 4, 2003 Amendment: sure. Restatement: not necessary. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
RTK Posted September 5, 2003 Posted September 5, 2003 Q: Is this an individually designed plan? If so, without GUST certification, the remedial amendment period has closed.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now