Forgot to restate your plan?

We can assist with plan documents from the 1970s to today!

Missed one restatement?
Never restated your plan since you adopted it?
Cannot find your initial plan document?

We make the correction process easy:

Missed Restatement:

It is not uncommon for a business owner, without proper advice, to believe that their plan never needed to be updated. They often learn of the restatement requirement when they attempt move their assets or services from one provider to another or when they attempt to distribute their assets as they retire.

If you are in this situation, you were likely advised that your plan is not qualified and, as a result, the IRS can assess substantial sanctions or even retroactively disqualify your plan and disallow your deductions.

Fortunately, this failure can be remedied through the IRS correction programs. We have helped many business owners, like you, bring their plans back into compliance quickly and easily.

Quick action is important. While we can help whether, or not, the IRS or Department of Labor has already contacted you regarding this issue, the costs, penalties, and time involved, increase substantially after contact. Therefore, if you have not been contacted yet, you should correct the issue quickly. If you have been contacted already, to limit any penalties that may be assessed, you should retain an experienced advocate to correct the issue quickly and negotiate on your behalf.
Find out how we can help. Call us for a free initial consultation: (856) 482-5525


Each commercial transaction is unique. I look forward to discussing your specific transaction with you. Once I understand your goals, and the details of the transaction, I will provide you with a fee quote.

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