Recent legislation has mandated that all qualified retirement plans be fully amended and restated to comply with a series of tax and pension law changes dating back to 2001. This restatement process is known as the “EGTRRA Restatement”.

As you know, we are currently working to restate all of the plan documents.

Now would be an excellent time to review the provisions of your plan to make sure it is working effectively for you and your company.

Please contact RPA if you would like to discuss your plan options.