Did You Hear? Your Defined Beneift Plan Must be Restated!

  • It is time to restate your defined benefit plan to comply with the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) and subsequent legislation and regulations.
  • The IRS requires that plan documents for defined benefit plans be entirely rewritten to incorporate the law changes. All defined benefit plans must be restated prior to April 30, 2012.
  • Election not to restate will disqualify your defined benefit plan and may result in penalties being imposed including loss of the tax deductions taken for contributions to the plan.
  • Questions? Call Jim Raley for more information at 239.598.9992 or email at jimraley@pensionplanners.net




Email Scam about the Electronic
Federal Tax Payment System


Did You Hear?
Your Defined Benefit Plan
Must be Restated!




The 2012 IRS Limits on Benefit
and Compensation have
been released!



Client Forms
Distribution Request Form
Loan Request Form
Salary Deferral Form with Roth
Salary Deferral Form without Roth
 
 
Pension Planners, Inc.
1045 Crosspointe Drive
Suite 2
Naples FL 34110
239.598.9992
239.598.9812 Fax
info@pensionplanners.net

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