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Click ‘Get Form’ to open the egtrra restatement certification form in the editor.
Begin by filling out the 'Plan Information' section. Enter the Plan Name, Employer Tax Identification Number, and Employer Name. Select the Type of Plan from the provided options.
List all employees covered by this plan in the designated area. Include each participant's name and account number. If more space is needed, continue on a separate page.
Complete the 'Plan Administrator Information' section. Provide contact names, company names, mailing addresses, phone numbers, and email addresses for both the Plan Administrator and Successor Plan Administrator.
Finally, ensure that the Employer Signature section is signed and dated by the employer and plan administrator (if applicable) to certify compliance with EGTRRA provisions.
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A Current Update of EPCRS Through Rev. Proc. 2021-30, 49
by KJ Kennedy 2021 Schedules 1 through 9 to Form 14568 (Forms. 14568-A through 14568-I) in lieu of the separate nar- rative documents relating to the description and corRead more
Retirement plans FAQs regarding plan language issues for
These FAQs provide information on GUST and EGTRRA plan qualification requirements. For current determination letter procedures and plan language resources, see:Read more
Reconciliation Act of 2001 (EGTRRA). Plan Sponsors who fail to properly restate their qualified plan by the IRS mandated deadline risk the tax-qualifiedRead more
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