Guest Bizitchie Posted January 4, 2011 Posted January 4, 2011 As a Corporate Trustee is there any need to request an EIN for a Retirement Plan?
401king Posted January 5, 2011 Posted January 5, 2011 Depending on the type of account (pooled vs. individual accounts) that the trust is held in, it may be necessary to request an EIN for the trust of a retirement plan. Often times, pooled accounts have one EIN for multiple plans. Non-pooled retirement plan trusts generally have their own EIN. R. Alexander
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