Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Documents Specialist Loren D. Stark Company |
Trucker Huss, A Professional Corporation |
Carpenter Morse Group |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC |
RTD Financial Advisors |
Retirement Plan Legal Specialist Pentegra |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Bates & Company |
Pentegra |
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Plan No Longer Subject to ERISA - No More 5500s Required? BenefitsLink Message Boards ![]() Dec. 9, 2021 "Client recently discovered they qualify for exemption from 5500 filing as a governmental plan. They currently sponsor an ERISA-exempt 403(b) plan (employee deferrals only) and 401(a) plan with only employer contributions for which they have been filing a 5500. Based on newly discovered governmental plan status they want to freeze the 401(a) plan and have participants rollover their accounts through in-service distributions to the 403(b) plan in 2022. If there are some participants that choose not to rollover their accounts and there are assets still in the plan for the 2022 plan year, what do we do for the 5500?" |
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