Beltane Posted September 24, 2019 Posted September 24, 2019 The notice is due by November 1st - is there a limit to how early it can be distributed? Thanks in advance!
Larry Starr Posted September 24, 2019 Posted September 24, 2019 3 hours ago, Beltane said: The notice is due by November 1st - is there a limit to how early it can be distributed? Thanks in advance! Must distribute PRIOR to the annual election period, which begins 60 days (Nov 1) prior to year end. If you gave it in January for the following year, that actually appears to meet the legal requirement. Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
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