Obtaining Documents from the EBSA

October 3, 2012 at 10:46 pm Leave a comment

The EBSA has a resource on their website for obtaining records that include retirement plans.  Located at http://www.dol.gov/ebsa/publications/how_to_obtain_docs.html, the site can be used to obtain old IRS Forms 5500.  A plan sponsor may need to make such a request as part of a plan correction process.  It should be noted that if you are looking for documents as part of correcting the plan, you may also be able to obtain missing records from the IRS.  For example, if a plan sponsor needs old payroll information in order to correct a participant’s plan benefits, the IRS may be able to provide the appropriate person with that information.

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EBSA Retirement Plan Comparison Chart IRS Self-Employed Retirement Plan Resource

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

@ChristineGurney

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