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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Restatement Window for IRS Pre-Approved DC Plans Closes This Month (PDF)
Skapars & Associates, P.C. [Guidance Overview] July 25, 2022 "The DC Cycle 3 restatement will only cover document changes required prior to February 1, 2017, which are listed in Notice 2017-37. Thus, it will not cover, for example, the final hardship withdrawal rules nor the voluntary or mandatory provisions of the SECURE Act or the CARES Act.... The trust under the plan will now have to be 'unbundled' into a separate document that is no longer part of the approved plan itself." |
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