"Is anyone else having trouble with the program not responding when trying to e-sign or print? It's spinning and spinning. I was able to work with it this morning as it was slow and this afternoon I can't print a long form for an auditor not can I e-sign a couple returns. Just curious. This has not been a problem in the past."

"An accountant just presented a very old problem. His client adopted an HR-10 prototype with Equitable in 1986 when purchasing an annuity and life insurance. Contributions/premium payments have been made every year, and Form 5500EZ has been filed. But there have been no document updates. The only thing they can find is the original adoption agreement...not even the basic plan document is available. The insurance agent has been in contact with Equitable but nothing has surfaced. Equitable has kept the document up to date with IRS but apparently the client hasn't adopted any restatements. If they go into VCP, will the IRS require all the missing restatements? Form 14568-B Schedule 2 only lists the EGTRRA, PPA and Cycle 3 documents in the identification of failures (but does have a later catch-all section for "late amender failures not listed above"). I'm trying to remember back to 1986 -- would a document adopted then have been compliant with TEFRA/DEFRA/REA or did those documents come on the scene later? Obviously the TRA'86 documents would have been later. I'm trying to figure out how many restatements are missing. Thanks to all."

"Should form 5500EZ be filed if it currently covers only the owner. But had common law paid out participants in the earlier years?"