Restatements if you are using Relius document system

I have to send in a ticket to inquire about this. But, if you are restating effective, say, 1/1/2025, but you have one or more provisions in Appendix A with a different date (for example, adding Roth provisions effective 1/1/2026) the Reference guide, and more importantly, the Summary of Plan Provisions do not properly reflect this - has to be edited manually.

With almost 100 views and yet no response, one suspects this is a weakness in the publisher’s software.

Belgarath, does this weakness happen also with a provision’s effective date that’s earlier than the general restatement date?

And is the weakness only in the software for § 403(b) documents, or also for § 401(a)-(k) documents?

I haven't tried it with an earlier date, and I'm speaking specifically about the 403(b) documents.

P.S. I have submitted a ticket on this - we'll see what they say...

Just fyi - to paraphrase, since different people use it in different ways, they won't be updating it.

So, just make sure you manually correct the SPD to accurately reflect the appropriate dates. Not a big deal, just a minor pain.