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" [T]he administrator of any employee benefit plan shall furnish annually to each participant of such plan and to each beneficiary receiving benefits under such plan (other than beneficiaries under a welfare plan) a summary annual report conforming to the requirements of this section." (29 CFR 2520.104b-10 (a))
Help with Summary Annual Report requirements! By Guest lkramer February 6, 2002 in 401 (k) Plans Share Followers 0
When, if ever, is a Summary Annual Report required to be provided to participants in a Section 125 plan? I have seen an SAR provided for a POP when the health plan had more than 100 participants.
EBSA STAFF RESPONSE. The Department’s regulation at 29 CFR § 2520.104b-10 provides that the plan administrator shall furnish annually a SAR to each participant and to each beneficiary receiving benefits under the plan within nine months after the close of the plan year or two months after the due date for filing the Form 5500 Annual Report ...
What are the requirements for distributing an SAR for a 401(k) plan? Who must receive it? i.e. for PYE 12/31/03.
FYI-Our system says "The plan has met the requirements to waive the annual examination and report of an independent qualified public accountant. As of the end of the plan year, the following regulated financial institution(s) held or issued plan assets that qualified under the waiver." Institution 1 $ Institution 2 $ etc
2520.104-46 (B) The summary annual report, described in Sec. 2520.104b-10, includes, in addition to any other required information: (1) Except for qualifying plan assets described in paragraph (b) (1) (ii) (A), (B) and (F) of this section, the name of each regulated financial institution holding (or issuing) qualifying plan assets and the ...
Summary Annual Report By Belgarath April 16, 2009 in Form 5500 Share Followers 0
Getting conflicting information from sources on these topics...are these statements true? 1. An "unfunded plan", as it relates to required reporting, referes to a fully insured plan. As such, three is no requirement to distribute the full Summary Annual Report. 2. However, the Summary Plan Descri...
SUMMARY: This document contains a final rule amending the regulations governing the circumstances under which small pension plans are exempt from the requirements to engage an independent qualified public accountant (IQPA) and to include a report of the accountant as part of the plan's annual report under Title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA). These ...