EGTRRA Plan Restatement

Experience – Strength – Knowledge
Keys to a Successful EGTRRA Restatement!

Keep up-to-date on the latest developments, monitor the EGTRRA updating process, and ensure that your retirement plans are current.

Experience
With more than 30 years of experience, including the past GUST prototype restatement, we have improved our processes of restating your prototype plan documents to efficiently and accurately provide you with an approved EGTRRA plan document.

Strength
A proven source for a compliant retirement plan, supporting forms, IRS submission package, custom printing, summary plan description booklets, and effective delivery methods – Relius® Documents Systems (both PC and ASP) or Service Bureau.

Knowledge
As the authors of our retirement plan documents, our nationally-known attorneys are available to answer all your technical questions. Just ask them!

Questions about plan processing and IRS submissions? Submit a question to our Prototype Team on the Ask Us page.