Stash026 Posted May 28, 2020 Posted May 28, 2020 I know the deadline to restate DB Plans for PPA had been April 30, 2020. Do to the lockdown, was that extended at all? I can't find anything, but wasn't sure if I missed it. Have a prospective client that wasn't restated, so trying to determine if there's an issue. Thanks!
C. B. Zeller Posted May 28, 2020 Posted May 28, 2020 Extended to July 31 https://www.irs.gov/retirement-plans/deadlines-extended-for-403b-plans-and-pre-approved-defined-benefit-plans Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
Stash026 Posted May 28, 2020 Author Posted May 28, 2020 47 minutes ago, C. B. Zeller said: Extended to July 31 https://www.irs.gov/retirement-plans/deadlines-extended-for-403b-plans-and-pre-approved-defined-benefit-plans Perfect, thank you!!
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