Defined Contribution Plan Restatement Guide

A plan restatement is a rewrite of the retirement plan document. The deadline to restate pre-approved defined contribution plans such as 401(k)s, profit-sharing, and money purchase pension plans is July 31, 2022. Our guide provides important information about the plan restatement process.

It includes:

  • What is a plan restatement?
  • What must my organization do to remain compliant?
  • Other important plan compliance items to consider
  • Restatement checklist
  • Who can I ask for help?

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