EPIC: TPA/DPS |
Nicholas Pension Consultants |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Farmer & Betts, Inc. |
Retirement Plan Administrator – Senior Associate PBMares |
EPIC Retirement Plan Services |
Retirement, LLC |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement, LLC |
Pension Rights Center |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Administrator/Consultant (DC and DB) TPA Professionals |
Pension Plan Specialists |
RTD Financial Advisors |
Kentucky Trust Company |
Pentegra |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
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'Interim PPA Amendments' and Post-PPA Restatement (Not Just a Datair Question) BenefitsLink Message Boards ![]() Nov. 18, 2021 "A little confused on how the timing works on what Datair is providing as additional PPA document amendments (Expanded Hardship, Qualified Plan Loan Offset, Forfeiture Allocation, and Disability Claims Procedure) that need to be in place by 12/31/21 (though only Expanded Hardship and QPLO need to be signed by the plan sponsor; the rest are adopted at our level or above). We're restating our plans effective 1/1/22, signed (hopefully!) in December 2021. We're getting unclear information from Datair themselves as to whether this means that these amendments need to be executed separately in 2021 because they belong to the PPA document, or if they are considered 'wrapped up' in the restatement because the restatement is executed prior to 12/31/21. Any thoughts from other Datair users? Or in general? Thanks. For a post-PPA restatement not signed by 12/31/21, I believe they would need these amendments executed separately." |
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