Hunter Benefits Consulting Group

Post-PPA Amendment and Restatement Information

The IRS requires Plan Document updates in a six-year cycle – their cycle, not your Plan’s cycle – and the Post-PPA Restatement is the most recent. All plan documents like yours (about 99% of all documents) must be restated to remain compliant.

We are at the beginning of that cycle.

If you have a new plan document that was effective after December 1, 2020, you may already have a Post-PPA plan document.

See links below for more information:

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What Our Clients Are Saying

I have always been very happy with your service. Always been very happy with your crew. Their response time is incredible. They get back to me immediately. They follow up. I don’t have to follow up with them. That’s one less thing I have to worry about."

Carol Weaver, Vice President, Asher Investments 3, LLP

You have really helped us out here and I really appreciate it. Super happy with our move to you guys!"

Jeff Uptmor, Stauffer CPA

I do like that there’s a very quick turnaround. It’s really quick."

Erin Chavis, Human Resources Director, Broadway In Chicago, LLC

So supportive and professional. I didn’t have to worry about it because I knew you were taking care of it."

Carol Weaver, Vice President, Asher Investments 3, LLP

The people are great. You guys really do a good job. They minimize the trouble a whole bunch. Tax returns get filed."

James Tatman, Chief Executive Officer, Webster Associates, Inc.

Do we make you look good to your boss? "yes." "You cover a lot of bases very efficiently."

Carol Weaver, Vice President, Asher Investments 3, LLP

Everything gets done. Your advice to add Roth was a great idea."

James Tatman, Chief Executive Officer, Webster Associates, Inc.