RDY2RTR Posted September 20, 2011 Posted September 20, 2011 Plan is terminating effective 10/31/2011. Assets will not be distributed until after the end of the year. For testing purposes (compensation limitation, 415 limit, etc.) is this considered a short plan year. My thought is no becuase the 5500 will not be a short plan year.
rcline46 Posted September 21, 2011 Posted September 21, 2011 IRS has stated, I think the Final 415 Regs, the term date creates a short plan year for all testing purposes, even if the 5500 is on a full year.
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