COVID-19 Employer Playbook

13. Retirement Plan Document Amendments What

Execute formal retirement plan document amendments (based on decisions made to adopt the specific COVID-19 plan provisions). The COVID-19 plan enhancements for retirement plans fall into the category of changes that require formal plan amendments. Employers have considerable time to draft and execute conforming plan amendments. The deadline is the last day of the first plan year beginning on or after 2022. It is important to work with your retirement plan administrator to make sure the plan amendments are initiated.

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