mariemonroe
Sep 9 2008, 12:44 PM
A DB Plan was submitted for an EGTRRA determination letter on 1/31/08. Favorable determination letter was received. Are there any plan amendments required to bring the plan up to date with current law if the plan is terminating 12/31/08? If so, what are they?
J4FKBC
Sep 9 2008, 01:21 PM
How about the Pension Protection Act amendments?
Also, the HEART act was passed in June 2008. There is a death benefit requirement in there, at a minimum.
Was the plan amended for the Final 415 Regulations?
The 411 age 62 in-service issue - does it affect the plan? If so, you may need an amendment there too.
mariemonroe
Sep 10 2008, 09:00 AM
I think I have it all covered except for the HEART amendment.
Thanks.
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