Compass Compliance New Account Followup Questionnaire

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An overview of the employer information that will be needed to complete this questionnaire can be found here.

Plan Information

Plan Sponsor:

Plan Name:

Plan Year:

Calendar Year End

Fiscal Year End

Select Date of Fiscal Year End, if applicable

Federal TIN:

Establishment Date

Plan Asset Total:

Sending

Important Information:

Material contained in ComplianceDashboard is a compilation of generally published information by the Department of Labor and other public agencies regulating employee benefit plans and employee benefit issues. It is not legal advice, and should not be construed as legal advice. If legal advice or other professional assistance is or may be required with regard to any issues referenced in this website, the services of a competent legal or tax professional should be immediately sought. The inclusion of links within the ComplianceDashboard website is for informational purposes only. ComplianceDashboard does not warrant the accuracy of information outside this website that is found as a result of following links contained herein, nor does the inclusion of those links herein constitute endorsement of the content of any other website. If you have questions regarding this disclaimer, please contact us at 877-328-7880.