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4 hours ago, PS said:


Should the PS send in the SMM once the plan has terminated, when should they send it?  


I'm sure it's obvious to everyone else but can you tell me what capital p capital s stands for in this context? Your name? Are you talking in the third person?

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Consider whether a discontinued plan’s administrator (often, the same organization as the plan’s sponsor) might send a revised summary plan description or summary of material modifications in the same delivery as the notice of the final distribution, including its Internal Revenue Code § 402(f) eligible-rollover-distribution notice (if any).

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania



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