PS Posted August 20, 2021 Report Share Posted August 20, 2021 Hi, Should the PS send in the SMM once the plan has terminated, when should they send it? Thanks Link to comment Share on other sites More sharing options...
Bill Presson Posted August 20, 2021 Report Share Posted August 20, 2021 50 minutes ago, PS said: Hi, Should the PS send in the SMM once the plan has terminated, when should they send it? Thanks What do you mean by "send in"? William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
PS Posted August 20, 2021 Author Report Share Posted August 20, 2021 I mean send SMM. Link to comment Share on other sites More sharing options...
Mike Preston Posted August 21, 2021 Report Share Posted August 21, 2021 4 hours ago, PS said: Hi, Should the PS send in the SMM once the plan has terminated, when should they send it? Thanks 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? Link to comment Share on other sites More sharing options...
PS Posted August 23, 2021 Author Report Share Posted August 23, 2021 My apology! Plan Sponsor ( PS) Link to comment Share on other sites More sharing options...
Peter Gulia Posted August 23, 2021 Report Share Posted August 23, 2021 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 215-732-1552 Peter@FiduciaryGuidanceCounsel.com Link to comment Share on other sites More sharing options...
PS Posted August 23, 2021 Author Report Share Posted August 23, 2021 Thank you! Link to comment Share on other sites More sharing options...
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