Expert: Arthur Naman - 6/30/2009

Question
Are there any periodic reporting requirements to employees on their account values in the company's profit sharing plan?  I left a company about a year ago and have not received the annual valuation and/or transfer documents.

Answer
I expect there is: however, I cannot point to an IRS Code section or other reference to support my statement.

If your relationship with your former employer is okay, I would suggest contacting the employer. If not, there may be a state agency who is responsible for this; if not, there are federal agencies.

Probably not the IRS though. Probably the Pension Guaranty Corporation, www.pbgc.gov is a place to start.

Normally employers use a third party administrator -- can you find out who that is.