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What exactly is the PPA Restatement? A. The PPA Restatement is named after the Pension Protection Act of 2006 which was passed by Congress. A restatement is a re-writing of the Adoption Agreement. It incorporates changes from any plan amendments that may have been adopted since the last time the document was prepared.
Your Defined Benefit plan is modeled on a pre-approved prototype or volume submitter document that's part of a cycle that must be restated every six years. It's important to know that the deadline to restate your plan is April 30th 2020.
A 401(k) plan restatement is a complete rewriting of plan documents. 401(k) plan documents are based on laws and regulations enacted by the IRS, the Department of Labor, and Congress. As laws change, documents must be updated.
The Economic Growth and Tax Reconciliation Relief Act of 2001 (EGTRRA) was a sweeping U.S. tax reform package that lowered income tax brackets, put into place new limits on the estate tax, allowed for higher contributions into an IRA and created new employer-sponsored retirement plans.
Policymakers enacted the 2001 and 2003 tax cuts with the promise that they would \u201cpay for themselves\u201d by delivering increased economic growth, which would generate higher tax revenues.

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The cycle 3 restatement period for defined contribution (i.e., profit sharing, 401(k), money purchase pension) plans started on August 1, 2020, and closes on July 31, 2022. Employers must restate their defined contribution retirement plans by the deadline or face penalties for non-compliance.
July 31, 2020, was the last day to adopt a pre-approved defined benefit plan that was restated for items on the 2012 Cumulative List.
The IRS-announced Cycle 3 restatement window began August 1, 2020, with a final deadline, coming soon, of July 31, 2022.
Yes, a restated document is generally required for an individually designed plan's determination letter submission.
Approximately every six years, the IRS requires that all qualified retirement plans update (or \u201crestate\u201d) their plan documents to reflect recent legislative and regulatory changes. Plan restatements are divided into staggered six-year cycles depending on the type of plan.