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Showing content with the highest reputation on 03/08/2014 in all forums
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SPD Distribution Five-Year Rule
K2retire reacted to John Feldt ERPA CPC QPA for a topic
Yes. If the restatement and restated SPD will not make it within the 210 day deadline following the end of the fifth plan year. I know several other providers that do this, but also know many more that do not. IDP plans applying for D letters get restated every 5 years anyway, so a new SPD is likely generated from that every 5 years. Too bad the 5-year SPD rule from the DOL is not lined up with the 6-year restatement period for pre-approved plans.1 point
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