PPA Plan Restatements – Retirement Plan Update June/July 2014

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Focus: Ready or Not, Here it Comes…the PPA Plan Restatement

  • Background
  • Types of plan documents
    • Individually designed
    • Pre-approved
  • Restatement cycles
  • IRS letters
  • Protected benefits
  • Restatement process
  • Same gender marriage interim amendments
    • Defense of Marriage Act (DOMA)

By Robbie Petrillo

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