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Showing content with the highest reputation on 09/01/2022 in Posts

  1. IRS Form 4506. Expect to wait several months.
    2 points
  2. This is good foundational guidance: E:\PUBLAW\PUBL229.106 (govinfo.gov)
    1 point
  3. link to form 4506 that EBE refers to. https://www.irs.gov/pub/irs-pdf/f4506.pdf
    1 point
  4. Best source I am aware of is the EFAST2 FAQ 33a: (https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/faqs/efast2-form-5500-processing.pdf) I don't know if you are focusing solely on signatures required of the plan administrator but, the enrolled actuary's signature on the Schedule MB/SB must be manual, from the Form 5500 instructions: Now I have a question for you - let's say I load a PDF of a document onto my tablet, which has support for a digital pen, and I sign that document using the digital pen on the tablet. If the document requires a "manual" or "handwritten" signature, but states no requirement for ink-on-paper, does my pen-on-tablet signature satisfy that requirement?
    1 point
  5. MoJo, sorry if my observation was too subtle. Perhaps it’s only my imagination, but I’ve observed that some retirement-services providers find ways to streamline a process when doing so aids the provider’s efficiency, but seem slower to streamline a process when it’s about customers’ convenience. Likewise, some providers find ways to get a customer to bear some expense for an inefficiency the customer could help avoid, but are less swift in improving a process when a customer bears the costs of an inefficiency. My perceptions might be about some service providers less customer-friendly than the one you work for.
    1 point
  6. Nationwide RK must be run by tree-killing climate change deniers!
    1 point
  7. What was involved in checking? If you mean you looked them up on the DOL's website, you won't find them there, because it does not show 5500-EZs. If you believe that the Form 5500-EZ was not filed for one or more years for which it was required, then file the missing forms as soon as possible under the IRS relief program. https://www.irs.gov/retirement-plans/penalty-relief-program-for-form-5500-ez-late-filers
    1 point
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