Guest Renee Kemnitz Posted April 17, 2001 Posted April 17, 2001 I am searching for a matrix of allowable 125 plan election changes that incorporates the March final regs, the proposed regs, and changes to final regs made on 1/01/01.
Guest Dick Boever Posted April 18, 2001 Posted April 18, 2001 The best matrix I have seen so far is one prepared by DataPath. I'm not sure if it is available outside of their subcribers. They also have a great website for change of status questions - http://www.changeofstatus.com Hope this helps.
Guest TamaraB Posted April 18, 2001 Posted April 18, 2001 Renee, if you find one could you let me know? I have one, but it only incorporates the final reg's. I'd like to see one as you describe as well. Thanks!
Guest Renee Kemnitz Posted April 18, 2001 Posted April 18, 2001 I've heard there is a good matrix in the EBIA Cafeteria Plans Manual (EBIA won't let me see it without subscribing). So, I'm going to pay the $232 annual fee since I was considering adding this manual to our other EBIA manual subscriptions. No other sources that I know of so far.
SLuskin Posted April 20, 2001 Posted April 20, 2001 We use both DataPath and the EBIA manual. The new matrix that came with the March 2001 inserts to EBIA is very good. We find ever penny spent with both of these companies to be far more than worth it.
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