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3 Important Retirement Plan Document Deadlines for 2022

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Document Restatements Required

Documents |

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >

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