Guest mickiemurphy Posted April 3, 2007 Posted April 3, 2007 Has anyone seen language that would exclude a KSOP arrangement from the requirement to provide quarterly statements for the non-directed employer contribution of the ESOP if associated with a self-directed 401k? The ESOP and k provisions are in the same document.
Bob R Posted April 15, 2007 Posted April 15, 2007 No guidance that I've seen. I think you're stuck with quarterly statements for both components of the plan.
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