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Plan Characteristic Codes


MBCarey

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I use Relius Govt forms and plan characteristic codes are one of items that carries forward from one year to another. But when I looked at the plan codes in the instructions for the Form 5500SF, they do not seem to be the same as they were last year. I know I am "overwhelmed" but I don't remember seeing this anywhere. And, if they did change looks like Relius would have carried them forward correctly. Example 3E indicated a prototype plan in 2008, but in 2009 the insturctions say it is a "one person plan that satisfies coverage".

I assume the plans my clients have filed and have been received by the DOL that have the incorrect codes will have to be amended at some point and time.

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