Guest SuzieQNEC Posted October 9, 2009 Posted October 9, 2009 Husband wife small pension plan so no Annual Funding Notice, but is a Summary Annual Report still required (being husband/wife as opposed to just a small plan)?
Mike Preston Posted October 9, 2009 Posted October 9, 2009 If the plan is not an ERISA plan, then no SAR is needed.
BG5150 Posted October 12, 2009 Posted October 12, 2009 Why not just do one? Is there really much effort that goes into producing one? (For us, we use Relius Govn't Forms SAR and it spits one out in seconds.) QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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