Legislative Updates


EGTRRA Plan Documents:  The next required Plan Document Restatement period has already begun.  Please see below for your restatement deadline (based on the last digit of your Employer Identification Number).

If Your EIN Ends In:
You Must Restate In:
1 or 6
2007
2 or 7
2008
3 or 8
2009
4 or 9
2010
5 or 0
2011


If you are using a document originally drafted by LAR Pensions, LLC you will be receiving further information regarding this required restatement as soon as it is available fromt the IRS.  If you are not using an LAR Pensions, LLC document, you should contact your document provider.

Other sources:
"Documents Update" ;   - This is a highly technical article that may provide additional information regarding the above
www.irs.gov                 - Internal Revenue Service website


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