Amendment or resolution

[thepensionmaven]

Anyone have a sample plan amendment or corporate resolution to change plan year to co-ordinate with fiscal?

My document service does not have one.

Would appreciate a copy.

Thanks.

[ETA Consulting LLC]

Depending on your service, you may have this done through a series of restatements of the Adoption Agreement. You may leave all other features the same except for plan year end (then complete "short year running from ___ to ___).

You're basically using the same adoption agreement, but changing the effective date and the year end. Depending on the document structure, you may have to complete a 'reason for restatement' page on whether it's to comply with PPA or merely to amend the plan.

My only point is that there are several ways to do it with what you currently have.

Good Luck!