Egold Posted October 1, 2020 Posted October 1, 2020 The sole Trustee died. There are employees in the plan. 5500SF due 10/15. Wife of deceased trustee can't find assets. Any suggestions on what I can do (third party admin).
david rigby Posted October 1, 2020 Posted October 1, 2020 Duplicate posts. Let's put replies in the other one: https://benefitslink.com/boards/index.php?/topic/66679-death-of-sole-trustee/&tab=comments#comment-308142 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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