Download Now: ERISA Summary Annual Report
Summary Annual Report (SAR)
SAR is an annual statement in narrative form that summarizes the latest anunal report (Form 5500) for the plan
Benefit plans subject to ERISA are required to distribute SARs.
Plans must generally distribure SARs to plan participants by the last day of the ninth month following the end of the plan year.
Plans that have an extension of time to file the Form 5500 must provide the SAR within two months after the extention ends.
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