BG5150 Posted April 10, 2018 Posted April 10, 2018 I had to do an 11-g amendment to give benefits to one person. Do I have to create an SMM for her? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Larry Starr Posted April 10, 2018 Posted April 10, 2018 No; you have to notify that individual and our recommendation to clients when we send them the -11g amendment is that they provide a copy of the actual amendment to the individual named to comply with the disclosure rules. Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
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