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Posted

I have conflicting information, so I just wanted to get things straight.

Are the PPA, HEART and WRERA Amendments required to be signed by December 31, 2009?

Thanks in advance for your help.

Posted

PPA amendments are required by the end of the 2009 plan year.

Heart and WRERA amendments are due later, I think by the end of the 2010 and 2011 plan years respectively. If the Heart and/or WRERA provisions are included in the PPA amendment, the PPA deadline would apply. Our document provider has a separate Heart & Wrera amendment that is available now.

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