Plan Amendments and Restatements

Plan amendments may be required to adapt a plan to the client's changing needs.  IAI will draft proposed amendments or, alternatively, consult with the client's attorney to assist the attorney in preparing the desired amendments.

Qualified retirement plan documents must be restated from time to time to stay up-to-date with changes in law and regulations.  The deadlines for doing so are typically set by the IRS.  When a restatement is required, we notify the client and, if requested, provide a restated, up-to-date document.  We offer a full range of prototype and volume submitter documents.

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