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If plan passed WITHOUT restructuring in 1997, but failed WITH restuctu


Guest Mich

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Posted

If the answer is yes, then does every test need to be restuctured in case the test is restructured in the next year and relies on prior year NHCE%s? Please site any regs. explaining this issue.

Thanks!

  • 3 weeks later...
Posted

Just browsing thru, and saw your note, I think you may want to look at IRS Notice 98-1. This appears to be a coverage change event (even tho there is no real change in who the plan is covering). I don't have the notice with me, the notice may allow you to restructure for 97, or (as I recall it) you may have to go thru the pro-rata calculation.

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