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Posted

We sent the 2007 and 2008 Form 5500 filings to this former client in February, as he terminated the plan and it was fully paid out in January. The 2007 is due by 7/31 and the 2008 is due by 8/31. I faxed him a reminder, as we never received a signed copy back from his office (so did he ever mail the original?). He left me a message saying he wasn't sure if he mailed them, can I "check the internet (nothing on FreeErisa) or something?" Or give him new ones to send in? :huh:

My boss seems to think there is a phone number to contact the EBSA to see if they received these forms. Anyone know of this?

QKA, QPA, ERPA

 

Guest Rutager
Posted

1-866-463-3278 and follow the directions as prompted - per 5500 instructions - page 2 Telephone Assistance.

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