PS Posted October 13, 2021 Share Posted October 13, 2021 Hi, The plan year end in 12/31 however since the plan terminated in June it will be a short plan year, so will the client still need to do the True-up? I believe YES please confirm. Thanks Link to comment Share on other sites More sharing options...
Kevin C Posted October 19, 2021 Share Posted October 19, 2021 The answer to your question will be in either the plan document or the amendment terminating the plan. What do they say? Link to comment Share on other sites More sharing options...
PS Posted October 20, 2021 Author Share Posted October 20, 2021 Thank you! Let me check the plan document. Link to comment Share on other sites More sharing options...
BG5150 Posted October 20, 2021 Share Posted October 20, 2021 If the plan term date is in June, how could benefits be based on compensation earned in a period when the plan was not effective? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left. Link to comment Share on other sites More sharing options...
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