Retirement Industry Trust Association (RITA)
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
Retirement Plan Consultants
Pension Rights Center
Farmer & Betts, Inc.
Kentucky Trust Company
Nicholas Pension Consultants
Loren D. Stark Company
RTD Financial Advisors
EPIC Retirement Plan Services
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|Report a Short Plan Year on Form 5500 for Calendar Year Plan's Termination as of January 31, 2021?|
BenefitsLink Message Boards
Mar. 26, 2021
"I need help understanding when to use a short plan year. Employer closed the business 01/31/2021. Plan amendment has been done terminating plan as of 01/31/2021. Is this a short plan year for just the one month, even though we'll be processing withdrawals in the coming months? Do we date the Form 5500 01/01/2021 - 01/31/2021, or 01/01/2021 - 12/31/2021?"
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