JMR

Thanks! I appreciate your input.

The 5500 reporting instructions are not very clear. Would it be Accumulated Cash Value, Cash Surrender Value, ....? Also, I saw one post about not even having to post the value of annuities. That doesn't seem right but I can't find anything definitive. Any thoughts? Thanks.

What is the cash value of life insurance and annuity policies to show on Form 5500 for a 412 plan?