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Posted

Does anyone have a summary of what changes are being made to documents for the upcoming required restatement?  I was searching but couldn't seem to find one.

Thanks!

Posted

Perhaps search here?  https://benefitslink.com/news/index.cgi, using search term: restatement

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Posted

ERISApedia had a webcast a while back with the info you're probably looking for. You can watch the recording for free at https://www.erisapedia.com/webcasts

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

Posted

I need to put a straightforward "Search" link somewhere on the BenefitsLink menu, in addition to the search box that's on the News page and most other benefitslink.com pages.

Here's the URL I'll use -- you might want to bookmark it:

    https://benefitslink.com/search/

Here are some results on the OP's question:

    https://benefitslink.com/news/index.cgi/view/20200602-158620

    https://benefitslink.com/news/index.cgi/view/20201124-162095

    https://benefitslink.com/news/index.cgi/view/20200601-158582

    https://benefitslink.com/news/index.cgi/view/20200602-158620

 

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