Plan Documents are under constant revision in current times.  BBA Hardship Amendments, Cycle 3 restatements, SECURE Act amendments, CARES Act amendments, and pending legislation for SECURE 2.0 have all lead to never-ending changes to your plan documents. 
 
Enterprise Iron is conducting a brief survey to learn how recent legislative changes have affected our industry.  We will use the survey data to help us identify shared trends across similar groups or organizations, and to probe our audience during our upcoming session at the SPARK Forum, November 6-8.  In addition, we will share these results with a broader group in an upcoming issue of our EI Chronicles.
 
CONFIDENTIALITY:  Any information shared in your response will be held strictly confidential and will not be identified in our results.

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* 1. Does your company work with both pre-approved and individually designed plan documents?

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* 2. What percentage of your plan document business consist of pre-approved plan documents?

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* 3. Did your company allow discretionary plan design changes in addition to the required changes for the Cycle 3 restatement?

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* 4. Were your Cycle 3 restatements handled by the same team that handles other plan document amendments?

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* 5. What percentage of your pre-approved plan documents business completed the IRS Cycle 3 restatement by the July 31, 2022 deadline?

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* 6. What was your most challenging aspect of the Cycle 3 Restatement process?

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* 7. In early August, IRS provided an extension for amendments for SECURE Act provisions and certain CARES Act provisions. In late September, IRS provided an extension for the remaining CARES Act provisions. What is your approach to these amendments?

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* 8. Please explain your approach to the SECURE and CARES Amendment selected in the previous question.

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* 9. What document system are you using to generate SECURE Act and CARES Act Amendments?

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* 10. What aspects of SECURE 2.0 / EARN and RISE & SHINE proposed legislation will provide challenges for your company and why?

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* 11. What other changes do you anticipate for your plan document business in the next 6-18 months?

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* 12. Tell us about your company:

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* 13. Would you like an Enterprise Iron team member to contact you about how we can potentially help?

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* 14. Contact Information (optional):

To learn more about how we can help visit us at www.enterpriseiron.com or email a Team Member at: compliance@enterpriseiron.com.

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