QP_Guy Posted March 23, 2020 Report Share Posted March 23, 2020 Gang, All assets/annuities of a plan are distributed: Am i correct in saying that we file a Final 5500 on a non-ERISA "one participant" plan solely because the 5500-EZ instructions tell us to? Am i correct in saying that we DON'T file a Final 5500 on a non-ERISA 403(b) plan solely because the 5500-SF instructions DON'T tell us to? Are there better citations? Link to comment Share on other sites More sharing options...
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