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Showing results for tags 'Change in Plan Year'.
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A single employer 401(k) plan is changing its plan year end from 11/30/XX to 12/31/XX. I was wondering if there was any guidance or examples of financial statements in conformity with the provisions DOL regulations 29 CFR 2520.104-50 for short plan years, deferral of accountant's examination and report. These are some variables to keep in mind. Prior year required an audit & current year will as well. Audit is a DOL Limited Scope Audit. Prior years Financial Statements were dual year Plan's trustee & Administrator will remain the same
