Question

What happens if there's a disagreement between plan years stated on the Form 5500 and the insurance policy?

Suppose a company's insurance contracts for its benefit plans run January 1 to December 31, but the company has filed its 5500s based .... Sign In For Access

Asked on December 14, 2014

Small asker

M. Ployer

Answered

Small answerer

Erissa Geek

The employer as creator of the benefit plan (called the "settlor" in ERISA parlance) has all control over what the plan year is. ERISA.... Sign In For Access

Reviewed & approved
December 14, 2014

Small approver
Jay D. Lawyer