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Showing content with the highest reputation on 03/06/2020 in all forums
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You may want to see this thread. It’s OK to add a EACA mid-year as long as it’s limited to new participants. But you can’t use the 6 month corrective distribution provision.2 points
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Plan Termination and the SECURE Act
Luke Bailey reacted to RatherBeGolfing for a topic
Even without submitting for a det letter on termination, I dont see the IRS going after a plan with a good faith amendment to include provisions of SECURE that had no actual impact on the plan or the benefits paid. Of course I probably just jinxed everyone here...1 point
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