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Defined Benefit Specialist II or III Nova 401(k) Associates
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Defined Benefit Plans Cycle 3 Restatement Info
Benefit Resources, Inc. 
May 9, 2024 "Did you just set your plan up last year? Sorry, you still gotta jump through the hoop; see if you can catch a break from your TPA to get it restated on the cheap if you don't change anything. Were you going to terminate your plan, anyway, and are thinking 'now's the time' since you're tired of the administrative expense? Sorry again; every ERISA attorney ... will recommend you restate your plan before you terminate it." |
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