mwyatt Posted December 6, 2007 Posted December 6, 2007 Went over to the JBEAs website to get the reenrollment form, and discovered that the Form 5434-A for download still references the prior cycle. Sent an e-mail to the board and they had the following response: The new form is not ready yet. It will be posted on the website in January. Renewal forms for the upcoming renewal cycle will not be mailed. Please do not use the the renewal form currently on the website. Heads up that they will not be mailing the forms out for renewal this time around; must download them yourself.
tymesup Posted December 6, 2007 Posted December 6, 2007 Note there's a proposal to increase the fee from $25 to $250. http://a257.g.akamaitech.net/7/257/2422/01...007/07-5428.htm
david rigby Posted December 6, 2007 Posted December 6, 2007 In the Nov. 23 Federal Register, the IRS cancelled the hearing: http://a257.g.akamaitech.net/7/257/2422/01...df/E7-22893.pdf 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.
mwyatt Posted December 6, 2007 Author Posted December 6, 2007 Andy, they did mention this at the ASPPA meeting at one of the sessions. That was the extent of the notification as far as I know. Not sure why they're prominently featuring the obsolete renewal notice on their website; think they could at least put some notice up (I'll bet for sure they get a bunch of the old forms w/ crossouts for processing). Suppose the proposed fee increase probably had something to do w/ the lateness of the revised form.
flosfur Posted December 7, 2007 Posted December 7, 2007 Andy, they did mention this at the ASPPA meeting at one of the sessions. That was the extent of the notification as far as I know. Not sure why they're prominently featuring the obsolete renewal notice on their website; think they could at least put some notice up (I'll bet for sure they get a bunch of the old forms w/ crossouts for processing). Suppose the proposed fee increase probably had something to do w/ the lateness of the revised form. This is pathetic. I didn't even know that they are not going to send "paper renewal form" as I have not received any communication from them about it! A fellow actuary called me today (12/06) to find out if I had received the renewal form in the mail. According to him, he was under the impression that JB (for Joint Board and not "John Barleycorn") wil be mailing the form by the end of Oct. '07!
Andy the Actuary Posted December 7, 2007 Posted December 7, 2007 Just received the 2008 EA Meeting booklet and schedule. In it, the JBEA was stated as they were mailing out reenrollment forms in Oct 2007. I have not yet received such mailing. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
mwyatt Posted December 7, 2007 Author Posted December 7, 2007 When you go the EA meeting website from the e-mail sent out, they also link over to the JBEA site, with the same link to the obsolete form. My only thought here is the proposed fee increase is holding this up (I mean, how long would it take to edit a PDF file to create the new form and slap it on the website)?
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