Katz Teller Receives IRS Approval of Cycle 3 Defined Contribution Plan Documentation

CINCINNATI - Katz Teller’s retirement plan practice is one of few legal advisors that creates and maintains its own qualified retirement plan documents, including documents for defined contribution and defined benefit/cash balance plans. Although, in many ways, retirement plan documentation is ‘standard’, by maintaining our own plan documents and given our focus on efficient plan design, we’re able to provide clients with greater flexibility, service, legal guidance and compliance support while implementing customized retirement plans that meet clients’ specific strategic goals.

We are happy to announce that Katz Teller has received IRS approval of its defined contribution plan documents (generally, Code Section 401(k), matching, and profit sharing plans) for the third restatement cycle (“Cycle Three”), which cycle began August 1, 2020 and ends July 31, 2022.

We expect to begin contacting Katz Teller defined contribution plan clients in August 2020 to gather information necessary to restate their plans. Stay tuned for additional, individualized correspondence from us regarding your plan.

For additional information, or to obtain additional information about Katz Teller’s retirement plan documents and practice, please contact Steve Kisling, Chris Freeman or Bob Brant.

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