SunAmerica 401(k) PPA Restatement Adoption

The Pension Protection Act of 2006 (PPA) and other interim congressional amendments, the IRS requires retirement plan sponsors to "restate" existing retirement plans. More information can be found in our recent Restatement Shareowner Letter.

In addition to the letter, you should have received a copy of our PPA Restatement Adoption Agreement as well as instructions to help you complete the agreement. Please make sure to review Sections 1-9 and sign page 6 of the Adoption Agreement before sending it back. A copy of your signed PPA Restatement Adoption Agreement must be received in good order by SunAmerica Trust Company no later than April 30, 2016. Please note that postmarks do not apply for meeting this deadline.

Links to additional plan documents can be found below.

If you have any questions, or need further assistance, please feel free to contact a SunAmerica Retirement Plans Specialist toll-free at 800-858-8850, ext. 6073. We are available to assist you Monday through Friday from 8:30 a.m. to 6:00 p.m. Eastern time.

 

Plan Description Documents


Additional Forms