Guest Golden Girl Posted May 26, 2009 Posted May 26, 2009 I am confused. Each participant gets quarterly statements but vesting is not shown on the statement. Annually, we (TPA) prepare a vested balance statement showing vesting. In late 2006, the multiple source notice was sent to EES advising them of this. How often and when does this "multiple source notice" need to be provided. Is it quarterly? 45 days after quarter? Help!
J Simmons Posted June 6, 2009 Posted June 6, 2009 My understanding is 45 days after each calendar quarter ends. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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