TITLE

Counting participants for reporting purposes sounds simple, but rules can be tricky

AUTHOR(S)
PALMIERI, FRANK
PUB. DATE
August 2011
SOURCE
Employee Benefit News;Aug2011, Vol. 25 Issue 10, p48
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article presents the author's insights on the rules related to reporting of participants in the plan. The author says that employers who maintain qualified retirement plans are required to file an annual Form 5500 regardless of the number of plan participants. Meanwhile, he explores the guidelines on how an employer can determine who is a participant for retirement plans and welfare benefit plans. He adds that counting participants is important for qualified retirement plans.
ACCESSION #
64362362

 

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