Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Compass
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Deadlines for Resolving Late Interim Amendments
FIS Relius [Guidance Overview] Mar. 31, 2011
Retirement plan professionals in reviewing files, frequently in takeover situations, sometimes find that one or more required interim amendments were not signed by the appropriate deadline. For example, the professional may determine that a PPA amendment was not adopted by the end of the 2009 plan year, or the post-EGTRRA amendment (including amendments relating the required minimum distribution final regulations) was not adopted by the last day of the 2003 plan year.
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