thepensionmaven Posted October 14, 2023 Posted October 14, 2023 We filed for EFAST credentials back in 2010 for a plan with two Trustees and several employees, credentials under the name of one of the Trustees, who has retired, and since then remain Trustee plus one new partner are the trustees. There are now 3 plans sponsored by the Employer, one for each Trustee, one for the Employees. I believe the credentials go by the Employer/Plan Sponsor. If so, I assume we do not need to refile for EFAST credentials.
Popular Post C. B. Zeller Posted October 14, 2023 Popular Post Posted October 14, 2023 https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/faqs/efast2-credentials#q17 Quote EFAST2 author/signer credentials are not linked to a specific plan or Employer Identification Number. The credentials belong to the individual who obtains them and are not transferrable. Bill Presson, Luke Bailey, RatherBeGolfing and 2 others 5 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
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