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SCRS NEWSLETTER Next meeting: May 20, 2017 www.sandiegocountyrecordersociety.orgThe San Diego County Recorder Society (SCRS) is a chapter of the national American Recorder Society (AS), and has been
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SDCRS newsletter is a report that provides information about the activities and performance of a self-directed common retirement scheme.
All administrators or trustees of a self-directed common retirement scheme are required to file the SDCRS newsletter.
To fill out the SDCRS newsletter, administrators or trustees must provide detailed information about the investments, contributions, distributions, and other relevant activities of the scheme.
The purpose of the SDCRS newsletter is to inform participants and regulators about the financial health and performance of the self-directed common retirement scheme.
Information such as investment holdings, fund performance, contributions, distributions, fees, and any changes to the scheme's rules or structure must be reported on the SDCRS newsletter.
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