Which of the following disclosure documents is available on written request only and is required to be furnished only on
Posted: Sun Jul 03, 2022 6:42 am
Which of the following disclosure documents is available on written request only and is required to be furnished only once a year?
A. Personal benefits statement
B. Plan termination report
C. Application for tax-qualified status
D. Annual financial report
It is not D.
A. Personal benefits statement
B. Plan termination report
C. Application for tax-qualified status
D. Annual financial report
It is not D.