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Timing is Everything: A Look at Fiscal Year Plan Issues

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Description
Timing is Everything: A Look at Fiscal Year Plan Issues
Presented by Mary J. Giganti, Esq. of Waldheger Coyne, A Legal Professional Association
Original Presentation Date: Tuesday, August 14, 2012
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE


Having plan years that end other than December 31 can be helpful in spreading out the workload.  However, have you considered all of the issues that a fiscal plan year brings with it?  This webcast will help you recognize and understand how to handle these issues for fiscal year plans, including: 
  • Plan document issues such as determining the limitation year, ·     
  • How to apply the correct dollar limits   
  • Deductibility and timing of contributions
  • Nondiscrimination testing and the potential effect on catch-up contributions
  • Reporting deadlines, whether to employees or the government
  • Changing a plan year (short plan years)    
  • Plan Terminations and when does a plan year end
  • 401(k) deferrals (backload, frontload)
  • Merger and acquisitions – on different plan years, what to do and when to do it.
  • Compensation for plan purposes 
  • Plan on fiscal year, but plan sponsor on calendar year, and
  • Plan and plan sponsor both on fiscal year
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