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What you need to know about your upcoming retirement plan restatement process

Kate Blake By Kate Blake
Plan sponsors using IRS pre-approved plan documents are required to amend their plan documents by July 31, 2022, for recent law and regulatory changes. Plan document language must also reflect any new discretionary operational choices made by the plan sponsor. The importance of having an up-to-date retirement plan document cannot be overstated. Failure to do so could result in serious tax consequences for the plan sponsor and participants. Even though the actual plan document need not be restated until 2022, the plan’s operations must conform to the various new requirements now. Thus, it is important to ensure the plan committee, service providers and participants are aware of the new provisions, and that they are carefully documented in the plan records.

*Disclaimer: This recording is not eligible for Continuing Education Credits.


Kate Blake
Kate Blake

Based in New York, Kate works with clients throughout the country, helping them develop effective plan designs, manage plan level modifications, and build employee awareness and appreciation for retirement programs.