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Daybright Financial
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401k Generation
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July Business Services
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ERISA Services Inc.
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DWC (The 401k Experts)
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BPAS
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Hilldrup.com
(Stafford VA / Hybrid)

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The Pension Design Group
(Remote / Columbus OH / Hybrid)

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Pension Administrator

PPS Pension Services
(Remote / Williamsville NY / Hybrid)

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FMI Retirement Services
(Remote / Huntington NY)

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BPAS
(Remote / Spokane WA)

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Navigating Cycle Four Restatements for Defined Contribution Plans

KLB Benefits Law Group

Sept. 18, 2026
Webinar

A Cycle 4 Restatement involves updating a plan document by incorporating amendments and removing obsolete provisions. It specifically applies to pre-approved plan documents, which are approved by the IRS. These restatements are critical for ensuring that plans adhere to legal changes and maintain IRS approval. The process involves periodic updates to include changes in the law and required interim amendments, occurring every six years.

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