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Understanding Limitation Year End Date

edited Jan 28, 2026 11:42PM in Benefits

Summary:

We accidently setup some SRA unrestricted plans as fiscal and we need to change them to calendar.

Content (please ensure you mask any confidential information):

We're setup some new unrestricted SRA programs incorrectly and are unable to swap the fiscal to calendar availability due to parent/child relationships. We are going to set a partial year using the limitation year but also we have to set the limitation year on our current calendar and fiscal years that are used throughout our restricted and unrestricted programs. Then, we will set the derived factor age rule used in our SRA's to look at end of limitation year instead of end of year because not doing so is impacting our age plan eligibility. This will allow us set the

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