Update: Pension Protection Act (PPA) Restatement Guidance

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Although the need to restate a pre-approved prototype plan is mandatory, it offers an excellent opportunity to evaluate your current plan provisions and ensure that your plan still meets your needs and expectations. New plan designs and options may now be available that may better fit your employee group and your personal needs.


Any accounting, business, or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough analysis of specific issues, nor a substitute for a formal opinion, nor was it written to be used to avoid tax related penalties.