austin3515 Posted May 17, 2017 Posted May 17, 2017 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
ETA Consulting LLC Posted May 18, 2017 Posted May 18, 2017 It should be effective anytime during the remedial amendment period. 1/1/2016 would be more appropriate; since it was before the PPA restatement deadline. Good Luck! CPC, QPA, QKA, TGPC, ERPA
BG5150 Posted May 18, 2017 Posted May 18, 2017 Make the doc effective 1/1/16 and the provisions you want changed effective whenever you want(ed) them to be. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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