austin3515 Posted June 16, 2011 Posted June 16, 2011 Annual investment disclosures, it would appear, need to be made to eligbile employees who have chosen not to contribute, and tehrefore have no money in the plan. I'm referring to the disclosuries regarding the performance, benchmarks, annual expenses, etc. This is all information that (for example) John Hancock is best to prepare (and I'm sure they will). I'm just hoping I am misreading this requirement, and that it is not necessary to coordinate a separate annual amiling for the eligibles not deferring. Austin Powers, CPA, QPA, ERPA
austin3515 Posted June 16, 2011 Author Posted June 16, 2011 Also, I assume that someone will be writing up these annual disclosures for TPA's. Anyone know who is planning on releasing one? ASPPA? Corbel? TAG? Austin Powers, CPA, QPA, ERPA
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