Summary annual report

A document that must be distributed to all participants in a retirement plan at the end of the financial year. The Summary annual report contains financial and related information about the plan.

Related Terms: 4 FIN, Retire, Repo, Summary annual report

Other Related Pages: Category: Retirement Starting With: S

Additional Related Terms: 401(k) plan, 403(b) plan, 457 plan, Accredited Personal Financial Planning Specialist, Allowance for depreciation, Above par, Accrual of discount, Amortization of premium, At par, All or any part