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Copyright 2012: Pension Planners, LLC. Pension Planners. All rights reserved.
4168 Douglas Blvd., Ste. 300 Granite Bay, CA 95746 916-791-9095
​Every 6 years, the IRS requires qualified retirement plans to be restated to reflect recent legislative and regulatory changes. The restated plan will ensure your qualified retirement plan will continue to comply with recent legislative and regulatory changes. You are now required by IRS regulations to update your plan for legislation, known as the “PPA Restatement.” Your retirement plan will remain qualified and provide tax benefits only if you restate your plan document for law changes.  The deadline to sign a restated plan is April 30, 2016.

The PPA Restatement Adoption Agreements incorporate updated legislation, regulations, and other guidance including:

1.In-Plan Roth Rollovers (IRS Notices 2010-84 and 2013-74)
2.IRS Code Section 415 Final Regulations
3.The Heroes Earnings Assistance and Relief Tax Act of 2008(“HEART”)
4.The Pension Protection Act of 2006(“PPA”)
5.The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA”)
6.Code Section 401(a)(35) Final Regulations covering diversification of Publicly Traded Employer Securities

To receive your PPA Restated Plan Document, please fill out the PPA RESTATEMENT REQUEST FORM. Email the PPA Restatement Request Form to info@pensionplannersllc.com or fax to 916-791-9098.  The fee for the restated plan is $950. You will receive a new set of plan documents with the new legislative and regulatory updates.  

If you do not restate your plan, your plan will not be in compliance with the IRS after April 30, 2016.  Please feel free to contact us with any questions at info@pensionplannersllc.com. We look forward to helping you keep your plan compliant with the IRS and adopting the necessary new legislation and regulations.

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Pension Planners, LLC
4168 Douglas Blvd., Ste. 300
Granite Bay, CA 95746
Phone: 866-485-7929

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