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Posted

IRS Notice 2004-62 extended the minimum funding deadlines - for a calendar year 2003 plan, to 10-15-04.

Does anyone know if there is any additional extension contemplated? Or has one been issued and I missed it? Thanks!

Posted

Being cautious, the extension applies only to certain cases, outlined in here:

http://www.irs.gov/pub/irs-drop/n-04-62.pdf

Not heard of any additional relief planned related to hurricane Jeanne, but it's possible. If you are affected, let the IRS know.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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