THE END OF THE YEAR IS QUICKLY APPROCHING WHICH MEANS ANNUAL DATA COLLECTION REQUESTS FOR MANY PLAN SPONSORS.

We all know the drill by now, annual census data, an employer questionnaire, and plan asset information. While this process may be all too familiar for some plan sponsors and their advisors, due to the ongoing pandemic and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, this year the annual data request may look a little different. In this article, we will explore some of the additional points that may be addressed during the upcoming year-end data collection process.

READ MORE… https://www.advancedplandesigns.com/wp-content/uploads/2020-Special-Newsletter-Annual-Data-Collection-Pandemic-Edition.pdf

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