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SAR for 2 person pension plan?


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Guest SuzieQNEC
Posted

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)?

Posted

If the plan is not an ERISA plan, then no SAR is needed.

Posted

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, ERPA

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

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