Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Who needs to receive our plan’s Summary Annual Report (SAR)?

April 26, 2017annual report Needs Plan SAR summary

0

Posted

Who needs to receive our plan’s Summary Annual Report (SAR)?

1 Answer

0

Posted

All eligible participants and beneficiaries, including any terminated employees who have account balances in the plan, must receive the SAR. SARs should be provided no later than two months following the deadline for filing Form 5500.