Post-EGTRRA: Once and for all...can someone please set me straight?

By Guest DIGMYDOG
December 9, 2004 in Plan Document Amendments

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When does a plan have to be amended for Post-EGTRRA? It is my understanding that it was for the plan year beginning or after January 1, 2003.

What exactly are the mandated changes that have to be made. Is it just 401(a)(9)? Or are there other provisions.

Can someone please give me some insight on these questions?

Thanks!

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