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Who should sign the Form 5500? Trustee changed after year-end.


401king

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Is there a general consensus on who is responsible for signing the Form 5500 when the trustees change after the end of the year? Would the new trustee sign the prior year's 5500, or does the previous trustee retain that responsibility? 

R. Alexander

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Putting aside the fact that it is the plan administrator, not the trustee, is required to sign, what would you do if the former administrator resigned and moved to Tahiti? Chase them down and make them sign a form? Or what if they were hit by a bus?

It's the administrator at the time the form is signed.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

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