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Amended SAR?


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Guest Pennysaver
Posted

Does anyone know whether an amended Summary Annual Report must be distributed to participants if an amended Form 5500 is filed? Could not find anything addressing this issue in the DOL regulations or the ERISA Outline Book.

Posted
Does anyone know whether an amended Summary Annual Report must be distributed to participants if an amended Form 5500 is filed? Could not find anything addressing this issue in the DOL regulations or the ERISA Outline Book.

If any of the information changed on the SAR, I would re-distribute it just to be safe.

QKA, QPA, CPC, ERPA

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

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