SuzieQNEC
Oct 9 2009, 02:42 PM
Husband wife small pension plan so no Annual Funding Notice, but is a Summary Annual Report still required (being husband/wife as opposed to just a small plan)?
Mike Preston
Oct 9 2009, 06:36 PM
If the plan is not an ERISA plan, then no SAR is needed.
BG5150
Oct 12 2009, 09:41 AM
Why not just do one? Is there really much effort that goes into producing one? (For us, we use Relius Govn't Forms SAR and it spits one out in seconds.)
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