Are You Ready for Year-End?

Описание к видео Are You Ready for Year-End?

Whether your ESOP plan year-end corresponds to the calendar year or not, you should always have a checklist ready!

Mychelle and Kelly, two of our ESOP Administrators with more than two decades of plan administration experience between them, give you some best practices and cover a range of topics, including:

• Form 1099R tips and explanations
• Form 945 tips & explanations
• Required Minimum Distributions
• Form 8955-SSA
• Partial Plan Terminations

Presenters: Mychelle Holloway, Principal & Senior ESOP Administrator and Kelly Irizarry, ESOP Administrator

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