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403(b) Schedule A

Guest Garry

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THank you for your other answers CV.We are working with an organization that has two 403(B) plans, both are ERISA plans. One has employer match in

it, the other is employee dollars only. We have received conflicting

information regarding whether Schedule A still needs to be filed with

annual returns of these plans. They are preparing the 1997 returns, and

would appreciate any clarification you can offer.

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Guest CVCalhoun

Looks like I inadvertently deleted a very helpful message by Robert Collins--sorry, Robert! In any event, he points out that the DOL issued a letter earlier this year in which it eliminated the Schedule A requirement for 403(B) annuities, even those which are subject to Title I of ERISA.

[Note: This message was edited by CVCalhoun]

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