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Posted

When should the document be effective?  My document has a box for PPA restatement, and I recall that this box invokes all of ther egulatory effective dates.  Should I restate effective 1/1/17 and let that box implement all the regulatory effective dates?

I am making some plan design changes, so would prefer a 1/1/17 effective date.

Austin Powers, CPA, QPA, ERPA

Posted

Make the doc effective 1/1/16 and the provisions you want changed effective whenever you want(ed) them to be.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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