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Make Legally Permitted, Optional Amendments to Existing Plans for 2023

December 29

All plans: Make legally permitted, optional amendments to an existing plan for 2023 by today. These changes must be adopted by the last day of the plan year in which the change becomes effective. (If the change eliminates a right or reduces future benefits, it must be adopted in advance of the effective date and, in the case of money purchase and target benefit plan accounts, 45 days advance notice must be given to participants.)


Add this deadline to your Outlook calendar by clicking here.


December 29


User Type
Plan Admin, Participant

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