thepensionmaven Posted February 15 Posted February 15 I just received a final accounting on a terminated plan, from the fund holder for the period 1/1/24-7/1/24 (not 6/30/24) I’m assuming the plan year for the final return would then run 1/1/24-7/31/24, therefore the final return would be due 2/28/25? Saved from a late filing for 6/30/24?
Bill Presson Posted February 15 Posted February 15 Agreed. RatherBeGolfing 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
thepensionmaven Posted February 15 Author Posted February 15 Thanks for your input, Bill. Bill Presson 1
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