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Get and Sign Egtrra Restatement 2009-2022 Form

Get and Sign Egtrra Restatement 2009-2022 Form

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This update process is called “restatement.” Q: What must I do to restate my qualified retirement plan for EGTRRA? A: We recommend that you begin the restatement process as soon as possible. You’ll need to make a number of decisions, and you may want to consult with a tax advisor. Then please take the following steps: 1. Complete, sign and date the enclosed adoption agreement(s), keep the originals for your records, and return a copy of the agreement(s) using the envelope provided to one of the...
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