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Gearing Up for EGTRRA Restatements

Gearing Up for EGTRRA Restatements. By: Tim McCutcheon. Introduction . In late 2005, IRS announced a new procedure for plan restatements Uniform six-year cycles for master and prototype and volume submitter plans ("pre-approved plans")

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464 views • 30 slides

How Many Years to Retirement? Which Qualified Plan Is Right for You?

How Many Years to Retirement? Which Qualified Plan Is Right for You?. Castle Financial Advisors, LLC Like the Knights of Olde, Our Advisors Pledge to Help You Build & Fortify Your Financial Castle. Two Types of Qualified Plans. Defined Contribution. Defined Benefit.

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326 views • 12 slides

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Cross testing - PowerPoint PPT Presentation

Gearing Up for EGTRRA Restatements

How Many Years to Retirement? Which Qualified Plan Is Right for You?