Dave Baker Posted May 22, 2020 Posted May 22, 2020 Thanks very much to @Bill Presson for bringing this matter to everybody's attention recently (DOL says we should not include participant names and other "Personal Identifiable Information (PII)" on the Schedule 8955-SAA, for example) -- here's a link to an article by Nevin Adams with details:https://www.asppa-net.org/news/dol-stop-including-pii-form-5500-filings Bill Presson 1
ESOPMomma Posted May 26, 2020 Posted May 26, 2020 Wait... what? Folks are attaching the 8955-SSA to their Form 5500 filing? Yikes. Bird 1
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