Each year at this time SOCA BP needs information from participating groups in order to complete the filing of their 5500 with the IRS. The Account Rate and Census Reconciliation form should look familiar as it is completed annually for SOCA groups for this purpose. Please take a moment to reach out to your clients to ensure that they received the Mewa.io message with the form and, if they need it, they can simply request your assistance online within the form. They have 30 days to complete the form. Please let your Broker Advisor know if you have any questions.
Employer email launch will begin February 17, 2021, and continue through February 20, 2021.
A reminder will be sent out on March 1, 2021, with the final due date being March 19, 2021.