Help - Search - Members - Calendar
Full Version: If a plan is amended to a short plan year, must the amendment be signe
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
MR
If a plan is amended to incorporate a short plan year, must the amendment be signed before the end of the short year?
rcline46
Short answer - yes.

Long answer - no, but then there is a REQUIREMENT to submit the amendment to the IRS for approval with full disclosure as to why the short plan year, and they will be checking your document for all of the fun short year / limitation year stuff. WIth the delays in getting approvals today, you probably won't be able to file the 5500 before the (extended) due date!
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.