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How are people handling the participant notice requirement for missed quarterlies with an EOY val? Has there been any guidance on what's "reasonable" for the timing? Is it even adminstratively feasible?

Posted

No guidance as far as I know. We are still just putting it in the AFN (pka: SAR). Nothing really special about the valuation date as far as the notice goes. Of course in most cases they have already missed their quarterlies before they even know the amount due, but that isn't a new problem.

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