Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
EPIC: TPA/DPS |
Pentegra |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Retirement, LLC |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Administrator/Consultant (DC and DB) TPA Professionals |
Pension Rights Center |
Farmer & Betts, Inc. |
Kentucky Trust Company |
Nicholas Pension Consultants |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Administrator – Senior Associate PBMares |
RTD Financial Advisors |
EPIC Retirement Plan Services |
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Report a Short Plan Year on Form 5500 for Calendar Year Plan's Termination as of January 31, 2021? BenefitsLink Message Boards ![]() Mar. 26, 2021 "I need help understanding when to use a short plan year. Employer closed the business 01/31/2021. Plan amendment has been done terminating plan as of 01/31/2021. Is this a short plan year for just the one month, even though we'll be processing withdrawals in the coming months? Do we date the Form 5500 01/01/2021 - 01/31/2021, or 01/01/2021 - 12/31/2021?" |
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