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Posted

Plan was amended effective Jan. 1, 2018 and plan was operated in accordance with these amendments.  For some reason, the actual amendment was signed and adopted until April 2019.  Is there an issue and if so how is it corrected?

Posted

This topic might apply to other plans, so it was posted in two separate forums.  Please put replies here:

https://benefitslink.com/boards/index.php?/topic/64458-plan-amendment-effective-but-late-adopted/

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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