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Is there a deadline for amending contribution levels for the plan for the current plan year?

April 26, 2017amending contribution Deadline levels Plan year

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Is there a deadline for amending contribution levels for the plan for the current plan year?

1 Answer

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For a January 1 to December 31 plan year, the deadline is March 15 of the following year. To allow time for meeting that deadline, you need to let Schwab know of your situation by the preceding December 31.