When must a summary annual report be distributed?

The SAR must be distributed to plan participants no later than 9 months after the end of the plan year. That's two months after Form 5500 is due. If you're on a calendar plan year, that's September 30th.

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Notice of Annual Report of Employee Benefits Plans

Fulton Georgia Notice of Annual Report of Employee Benefits Plans

Name: Fulton Georgia Notice of Annual Report of Employee Benefits Plans
Brand: US Legal Forms
Rating: 4.78 (490 reviews)

Category:

Employment - Benefits

State:

Multi-State

County:

Fulton

Control #:

US-AHI-028

Format:

Instant download

Description

This AHI form is used to keep employees up-to-date and informed of company-provided benefits.

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FAQ

The SAR summarizes a plan's Form 5500 annual report, providing a basic financial statement regarding the plan and informing participants of their rights to be provided additional plan information. This Standard Document has integrated notes with important explanations and drafting tips.

The SAR fulfills the disclosure requirement of ERISA. (The 5500 fulfills the reporting requirement.) The SAR is to be distributed to plan participants enrolled in the employee welfare benefit plan including: Active employees.

The Form 5500 Series is part of ERISA's overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient

(The Form 5500 is known as the ?annual report,? which explains the name ?summary annual report.?) SARs are required each year for pension plans, including 401(k) plans, and for welfare plans unless an exemption applies.

The Employee Retirement Income Security Act (ERISA) requires plan administrators to give to participants and beneficiaries a Summary Plan Description (SPD) describing their rights, benefits, and responsibilities under the plan in understandable language.

For more on Health and Welfare Form 5500s, see our blog article. To whom do employers need to distribute the SAR? Employers must distribute the SAR to each plan participant covered under the plan during the applicable plan year, including COBRA participants and terminated employees who were covered under the plan.

The SAR must be distributed to plan participants no later than 9 months after the end of the plan year. That's two months after Form 5500 is due. If you're on a calendar plan year, that's September 30th.

Summary. Annual reports are comprehensive documents designed to provide readers with information about a company's performance in the preceding year. The reports contain information, such as performance highlights, a letter from the CEO, financial information, and objectives and goals for future years.

ANSWER: A SAR is a summary annual report, and its purpose is to summarize for employees the information that appears in an ERISA plan's Form 5500.

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Fulton Georgia Notice of Annual Report of Employee Benefits Plans

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