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Posted

(If) When do you need to provide amended SAR's to participants when doing an amended Form 5500?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

Maybe nothing. Is it a material change?

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.

Posted

Yes. Some financials and the participant count.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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