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Filed your 5500? Great! Now don't forget this!

Updated: Apr 21, 2023


Employers and Brokers are getting better at making sure 5500’s get filed properly.


But there’s another requirement that follows shortly thereafter that’s still often ignored or forgotten.


In today’s video, I review what the Summary Annual Report (SAR) is, who needs to do one, and when.


The SAR and the 5500 are linked - don’t do one without understanding (if applicable) how you’re going to distribute the SAR to plan participants.

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