Guest Amanda Davis Posted May 19, 2003 Posted May 19, 2003 Does anyone know where to find a model document for a Summary Annual Report for a DB plan? Thanks for your help!
david rigby Posted May 21, 2003 Posted May 21, 2003 Does DOL Reg. 2520.104b-10)d)(3) help? http://www.dol.gov/dol/allcfr/ebsa/Title_2...520.104b-10.htm I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Theresa Lynn Posted May 21, 2003 Posted May 21, 2003 Unfortunately, the regs still do not provide a sample for use by a small pension plan that is avoiding the plan audit requirement and thus must provide additional disclosures. Any word on when DOL plans to issue updated models?
Lynn Campbell Posted August 8, 2003 Posted August 8, 2003 Is there any new information on the model SAR with the info required to avoid the small plan audit requirement? Is there any delay on the requirement that this information be included in the SARs we are preparing now? Thanks for all input.
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