Benefits Vet Posted February 5, 2021 Posted February 5, 2021 I have a DC plan terminating at end of its current fiscal year in June 2021. Any thoughts as to whether it needs to be restated before terminating? I am thinking that it may need to be.
Bill Presson Posted February 5, 2021 Posted February 5, 2021 It needs to be brought up to date. Whether that's a formal restatement or adopting the "termination package" that every document provider offers is dependent on the provider. Luke Bailey and Benefits Vet 2 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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