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Posted

Just wondering if people currently doing document restatements for safe harbor plans with an effective date 1/1/16 or are you waiting to later in the year to do your restatements for safe harbor plans?

Posted

I'm doing restatements as of 1/1/15. If I'm changing any provisions, (other than permissible changes) those changes are effective 1/1/16, and are specifically listed/designated as effective 1/1/16 in the Appendix.

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