How often can a Plan Sponsor Request Reimbursement?
A Plan Sponsor may request reimbursement once per calendar year quarter for a given plan year, as long as both of the following conditions have been satisfied: 30 days must have elapsed between the previous reimbursement request date and the date a Plan Sponsor wishes to request reimbursement, and 15 days must have elapsed between the previous reimbursement determination date and the date a Plan Sponsor wishes to request reimbursement.
Related Questions
- What if the Plan Sponsor does not have all of the required information for all early retirees for whom it would like to request reimbursement?
- What does it mean for a plan sponsor to "certify" information before its first reimbursement request?
- May a sponsor submit a reimbursement request for a given plan year after the plan year ends?
