LauraERPA Posted December 10, 2015 Posted December 10, 2015 Does anyone know if a Plan Sponsor that has previously filed a 5500SF can switch to a 5500EZ? Client has downsized and it is now only husband and wife. The previous TPA continued filing an SF the last couple years even though there were no employees. Can they switch to an EZ? If so, any thoughts on why they should not switch?
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