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Retirement Plan › Financial Restatements

Stinson - Benefits Notes Blog

Time is Running out for IRS ‘Pre-Approved’ 401(k)/Defined Contribution Plan Sponsors to Meet the July 31, 2022 ‘Cycle 3’ Deadline

Stinson - Benefits Notes Blog on

Employers sponsoring 401(k) or other types of defined contribution plans “pre-approved” by the Internal Revenue Service (IRS) should be aware that the restatement deadline is quickly approaching. The IRS requires pre-approved...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Watch that bonus deferral election

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When there is a plan restatement process, every retirement plan document provider adds some tweaks and removes some tweaks from their plan document....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Time to change provisions, get that built into the restatement

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

With the restatement process underway, it certainly makes sense to review your plan document and see which provisions could use a little tinkering...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A restatement could be time for a plan housecleaning

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

A restatement process isn’t required by the Internal Revenue Service so that ERISA attorney can bill for drafting new plan documents. It’s required so that a retirement plan has a document that is current with the law....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t forget that DB restatement date

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Internal Revenue Service (IRS) has established a process that requires all retirement plan sponsor who have adopted a pre-approved retirement plan to restate their plans once every six years to reflect changes in the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Beware of those plan document restatement requests

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be restated to comply with current law. While it’s a great thing for ERISA attorneys and third-party administrators, it’s not so...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - February 2016

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Avoiding The “Bumps” Of Being A Retirement Plan Provider - I’m a big fan of business history and every successful company that has ever been founded has had a few bumps along the way. For example, Apple almost went out...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - October 2015

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

How To Operate A Retirement Plan Provider Practice on a Shoe String. Why spend when you don't have to. I decided to start my own practice when another law firm stated that I could earn $150,000 if I brought them...more

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