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

  • It is time to restate your defined contribution plan to comply with the Pension Protection Act of 2006 (PPA) and subsequent legislation and regulations.
  • The IRS requires that plan documents for defined contribution plans be entirely rewritten to incorporate the law changes. All defined contribution plans must be restated prior to April 30, 2016.
  • Election not to restate will disqualify your defined contribution plan and may result in penalties being imposed including loss of the tax deductions taken for contributions to the plan.
  • Questions? Call Jim Raley at 239.598.9992 or email jimraley@pensionplanners.net for more information




  Don?t Throw That Away -
Changes to Money Market
Accounts Are Coming Soon


Email Scam about the Electronic
Federal Tax Payment System


The 2017 IRS Limits on Benefit
and Compensation have
been released!



Client Forms
Distribution Request Form
Loan Request Form
 
 
Pension Planners, Inc.
1045 Crosspointe Drive
Suite 1
Naples FL 34110
239.598.9992
239.598.9812 Fax
info@pensionplanners.net

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