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My plan year has already started, but I just now received my Plan Documents. Can I backdate them (sign them as of the plan start date as opposed to the current date)?

Written by Aimee Reynard
Updated 5 months ago

The Plan Documents must be signed as of the date they were received, even if the plan year has already started.

The IRS does not allow backdating of Plan Documents. If an audit were to occur on a group that had implemented their documents late, it would be significantly better for them to be upfront about receiving and signing them late than to attempt to backdate the documents.

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