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Posted

Plan was written with an effective date of 5/1/18.

However, in the SH effective date section, someone put 4/1/18.

Since the plan wasn't effective until AFTER the original SH effective date, can we amend the plan to properly reflect that without messing anything up?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

I think I would just do a substitute page. Clearly it is impossible to have the SH date effective prior to effective date of plan.  And a substitute SPD (with an effective date of 5/1/2018) if the document system produced a SPD showing the 4/1/2018. I wouldn't recommend a substitute page(s) in the SPD, 'cause participants will screw it up or throw it away, etc., etc.

I'm not a fan of  "finding" substitute pages, but some situations are so obvious that it just isn't reasonable to do anything else. I sure as heck wouldn't go through VCP for this, and I wouldn't amend.

Posted

Docs are electronically signed via docusign...

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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