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Category Archives: Restatements
PPA Restatements: Information is Power and Monopoly is Powerful
I never thought posting a simple chart to make gathering information about PPA restatements pricing easy would be so controversial. (You can get a copy of the chart at http://www.erisafile.com/ppa_restatement_fees.pdf) A few weeks ago, I blogged about the video of … Continue reading
Posted in Restatements
Tagged Accudraft, ASCi, Corbel, Datair, FT William, PPA restatements, Relius
2 Comments
IRS Extends Plan Document Deadline to Jan. 31, 2012
The IRS released Rev. Proc. 2011-49 today (Oct. 5, 2011). Rev. Proc. 2011-49 is the update to Rev. Proc. 2005-16, and officially supersedes Rev. Proc. 2005-16. Rev. Proc. 2005-16 contained the specifics on applying for EGTRRA opinion/advisory letters during the … Continue reading
Posted in 401(k), Determination Letters, IRS, Restatements
Tagged Defined Contribution, IRS, Plan Documents, Rev. Proc. 2005-16, Rev. Proc. 2011-49
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Was George Orwell Right About Plan Documents
It’s that time again. Time to decide whose defined contribution plan documents you will be using during the next six year cycle. On the day my competitors are raising their prices and worrying about losing revenue because a small group … Continue reading
The Six Year Submission Cycle Begins Again
Hallelujah! Just in time for Christmas the IRS has released Notice 2010-90. It contains the 2010 Cumulative List, which is to be used to restate individually designed Cycle A plans and submit them to the IRS for a determination letter … Continue reading
Posted in IRS, Restatements
2 Comments
Restating a Defined Contribution Plan Prior to Terminating
Now that the annual -6 Revenue Procedure has been released – Rev. Proc. 2010-6 – I’m starting to receive a lot of questions about Section 12.07 of that Rev. Proc. Does it really say that a terminating plan does not … Continue reading
Posted in Restatements, Termination
1 Comment
