Peter Gulia Posted April 29, 2015 Report Share Posted April 29, 2015 If an ERISA-governed retirement plan with a calendar plan year extends from the July date and does not file the Form 5500 annual report until mid-October, what is the due date for furnishing to participants a summary annual report? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com Link to comment Share on other sites More sharing options...
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