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Schedule T


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Guest Alwaysthinking
Posted

Do you need to file a schedule T for a 412(i) DB Plan?

Guest Alwaysthinking
Posted

I guess nobody wants to touch this with a 10 foot pole? <_<

Posted

I'm no expert, but the instructions for Schedule T say that it is filed for plans to report "compliance with the minimum coverage of Code Section 410(b)". I don't know 412(i) DB plans, but I would say if they are subject to the 410(b) minimum coverage rules, then you need to file it. Just a guess............

Guest DFerrare
Posted

412(i) plans are subject to 410(b) and a Schedule T is required. Generally, an employee is treated as benefiting under 412(i) if a premium is paid on behalf of the employee for the plan year. See 1.410(b)-3(a)(2)(iv).

Guest Alwaysthinking
Posted

Thanks. That is want I was thinking, but I wanted some reassurance.

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