Gary Posted April 15, 2011 Posted April 15, 2011 A calendar year plan has an upcoming term date of 6/30/2011. It has used a 12/31 val date for past years. For 2011, to my knowledge the valuation date would have to be 6/30/2011 until and unless we find out that there is automatic approval for change in val date to say 1/1/11 in this case. Has anyone heard anything new about auto approval for change in val date for 2011? thanks.
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