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Timeliness of Mid-Year Election Change


Guest dhoetger

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Guest dhoetger
Posted

Are there any set deadlines for making a mid-year election change? I am aware that the change must be "consistent" with the change in status event, but do not know exactly when a change is considered timely. In this case, an employee had a change-of-status event 3 months ago and is just now asking for an election change.

Posted

The Plan documents should detail the timeframe for submiting changes.

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