IRS “Cycle 3 Restatements”

Every few years the IRS requires all 401(k) plans be re-written or restated to comply with law changes.  The deadline to update your plan is July 31, 2022.  We offer assistance with this process and would be happy to guide you through the option that makes the most sense for you.

Restatements are Vital to 401(k) Plan Compliance

Call us at (619) 942-4510  to learn more or set up a consultation.

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