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Posted

If a client wants to amend the entry dates from semi-annual to quaterly, effective 4/1/2011, must the amendment be adopted prior to April 1st?

Posted

If the amendment affects a 401k Plan, I would say yes since it is impermissible to retroactively defer.

"Great thoughts reduced to practice become great acts." William Hazlitt

CPC, QPA, QKA, ERPA, APA

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