Guest Grumpy456 Posted September 19, 2011 Posted September 19, 2011 If a DB plan was frozen several years ago and is in the form of a VS document which needs to be restated for EGTRRA by the end of next April, may the EGTRRA restatement (which will be effective 1/1/2011) contain a zero benefit formula and pretty much eliminate anything that is inapplicable to a frozen plan?
12AX7 Posted October 31, 2011 Posted October 31, 2011 I'm always arriving late to the party, including yours, Grumpy. Does your document have a Frozen Plan election, with a line for the Freeze Date? That's what I do with mine, but I don't know any better way.
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