During the final
month of each plan year Actuaries & Associates will send you a Data Request
Packet (see below link). It is vital that the completed packet contains
accurate information. We will not be held responsible if incomplete and
inaccurate information is submitted.
This submitted information
is used for the following purposes:
1.To complete the Form 5500 as
required by the Dept. of Labor
2.To complete the annual tests that
apply to your plan
3.To provide participants with an
accurate record of their account
We request that this
information is submitted in a timely manner, so that the important dates and
filing deadlines can be met.
At the close of the calendar year,
Actuaries & Associates will prepare the Forms
1099-R (if not provided by your investment
company) and Form 945 for your plan. We
require complete information regarding plan
distributions and tax payments to prepare the
forms. Please use the links below to view the format required to submit the
information to your assigned administrator
