Jilliandiz Posted November 13, 2008 Posted November 13, 2008 A participant actually read the SAR provided to them They want a copy of the full annual report...what exactly are they privey too? Is it a copy of the 5500 and that's all? Thanks
WDIK Posted November 13, 2008 Posted November 13, 2008 Yes, but not Schedule SSA. ...but then again, What Do I Know?
JanetM Posted November 13, 2008 Posted November 13, 2008 Audited financial stmts if plan audit required. JanetM CPA, MBA
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