ESOP Guy Posted April 20, 2011 Posted April 20, 2011 I can't help but think this isn't out there some place, but I can't seem to master search function. If you change both Enrolled actuary and firm do you put the person's or firm's name of old and new actuary? I am thinking it is person in each case but would like to double check. Thanks.
PensionPro Posted April 20, 2011 Posted April 20, 2011 An enrolled actuary is by definition an individual and not a firm, and you must report when the individual is terminated. PensionPro, CPC, TGPC
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