Carike

You can also log directly into EFAST and either import the .xml from your system or create the 5500 online. Unless you have a large plan or a lot of Schedules, it is very easy to use. You can then get the online signatures from your client, again directly from EFAST.

Act! CRM database might work for you.

Under what circumstances was the previous 401(k) Plan terminated? As a general rule, my understanding is that the successor plan rules apply to all companies sponsoring a 401(k) plan. I haven't seen anything that would except a single employer plan, but I could be wrong.

A client issued a hardship but payroll failed to suspend their contributions for 6 months. They have not (yet) adopted the amendment to dispense with this requirement and have issued other hardships where the contributions were suspended appropriately. What is the recommended remedy/correction for the Plan Sponsor in this situation?