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Schedule D Requirements


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Guest MCarey1
Posted

I am doing some preliminary completion of 5500's and in doing the Schedule D to indicate that the PSA we participate in does not act as a DFE and file their own forms, I receive a warning telling me that more information will be required.

I know that Aetna sends detailed information to our trustees regarding where the money is invested.

Does this have to be included with the 5500 or are they looking for something else.

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