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Showing results for tags 'SAR'.
Found 3 results
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Hello, We have several health and welfare plans that are unfunded - benefits paid solely from general assets with the exception of employee contributions. We have one attorney that declares that a SAR is not required because of Technical Release 92-01 - EE contributions if paid to the carrier within 3 months they are not plan assets. We have another attorney who disagrees and says that even with Tech. Release 92-01 the SAR is required because it is not funded 100% from general assets. I have not heard back from the DOL's Office of Regulations and Interpretations. Any thoughts if a SAR should or should not be issued? Many thanks for your consideration.
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Can anyone provide guidance on if corrective distributions should be reported on the Summary Annual Report? If so, do you include them with the distribution amount or should the amount be reported some other way?
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If the due date for a Summary Annual Report falls on a weekend does the due date bump to Monday after the due date? Not having much luck finding an answer on this. Thanks.
