Defined Contribution Plan Restatement Guide

Defined Contribution Plan Restatement Guide

What Plan Sponsors Need to Know

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A Guide to Defined Contribution Plan Restatement 

 

 
A plan restatement is a rewrite of the retirement plan document. The deadline to restate pre-approved defined contribution plans such as 401(k)s, profit-sharing, and money purchase pension plans is July 31, 2022. This guide provides important information about the plan restatement process.

 

It includes:

  • What is a plan restatement?
  • What must my organization do to remain compliant?
  • Other important plan compliance items to consider
  • Restatement checklist
  • Who can I ask for help?

 

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
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