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Posted

We merged several plans, and unfortunately the largest was not the survivor. So we want to file SSA's that show about 15,000 participants who had been reported as A's in the old plan over history as D's for the old plan and C's to the successor plan. Our auditor (who's also doing the 5500) is saying that they can't get the EFast to load more than 9,999 records for the SSA.

Anyone out there who has been successful doing that?

To make it more interesting, we'd like to do a cleanup sweep of all the terms who have ben paid out, to make sure that they are deleted. But that would give us in excess of a quarter million records. I'm not optimistic about that one.

Posted

Any possibility that the SS Administration will take this directly?

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.

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