Summary Annual Report - Reference to Numbers on Spreadsheet

[rocknrolls2]

A client has proposed to issue an SAR for all of its plans with a generic cover page, a back page summarizing the participant's rights and an attached spreadsheet which references all of the plans and contains the numbers used to fill in the blanks for what has to be in the SAR. Is this a valid way to do this? While I have no objection to having one giant SAR for all of the plans with each plan listed separately, I think the spreadsheet would be too confusing to the average participant. Any thoughts?

[mming]

It very well may be. However, since the government's model SAR format is relatively easy to put together, why not just use it and be certain of its acceptability instead of taking a chance with the spreadsheet?