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To be restated during a cyle, signing requirement?


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Guest Iwonder
Posted

Thank you in advance for all assistance.

A plan was restated, effective 1/1/2005 and executed in March 2005. Subsequently, the plan adopted multiple amendments in 2007 and 2008.

This is a Cycle A individually designed plan. It is my understanding that the restatement period began on 2/1/06 and ended on 1/31/07.

Would the restatement have to be signed within that period of time, so that, because it was signed a year before the cycle began, it was not effectively restated for EGTRRA?

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