Guest mmcgee Posted November 6, 2003 Posted November 6, 2003 We have a client with a calendar year plan. They just informed us they added a supplemental insurance policy pre-tax effective 1/1/03 that was not included in their previous plan documents. Do you amend the plan now with a 1/1/03 effective or use a more recent date? Thanks!
SLuskin Posted November 6, 2003 Posted November 6, 2003 We never backdate anything. One of the biggest court cases in Cafeteria Plan lore deals with retroactive benefits. I advise to amend the plan now and document why you didn't backdate.
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