Randall & Hurley, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
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|Merger Effective Date vs. Ultimate Asset Transfer Date|
BenefitsLink Message Boards
Feb. 1, 2021
"Merger date per legal documents is 3/31/2020, but assets did not transfer until the end of July. No extension was filed by 10/31/2020. Is it reasonable to say that short plan year ended July 31, 2020? That gives until 2/28/2021 to file the extension."
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