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Can Summary Annual Reports be delivered with paychecks rather than via U.S. mail?


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Guest lmoiseyev
Posted

:unsure:

Is it acceptable practice to deliver SAR's with paychecks, or do they have to be sent via US Mail?

Please advise asap. Thank you so much!!

Guest lmoiseyev
Posted

Never mind. I got my answer from another source. FYI - it's okay to distribute internally to active employees, but we have to mail the SAR to terminated participants...if they had an interest in the plan any time during the SAR plan year. :D

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