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Large AND Small 403(b) Plans: Beware of Schedules H and I
Baker & Daniels LLP 
[Guidance Overview] May 23, 2008
Excerpt: Practitioners and financial service companies are all well aware of the new ways in which the Form 5500 rules apply to ERISA-covered 403(b) plans for the 2009 plan year, and many are hard at work trying to put together the pieces. There has been a particular focus on trying to figure out how to fulfill the new reporting rules under Schedules A, C and G. But those are not the only things to worry about. Take a closer look at Schedules H (Financial Information) and I (Financial Information-Small Plans).
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