Guest Steve Benjamin Posted January 15, 2000 Posted January 15, 2000 A prospect is dissatisfied with the institution that sold them their SIMPLE-DFI (Form 5305). They now want to allow employees to direct their deferrals to any institution. Since this is prohibited as long as they are on the 5305, can the employer amend to Form 5304? If so, can this be done mid-year? Also, if employer decides to just invest with us, can the employer amend to 5305 with us? If so, can this be done mid-year? Thanks for any info you can offer, Gary!
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now