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Is an eligible 457 plan required to file a 5500 annual report? Is an i


Guest bshiker

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Guest bshiker

Is an eligible 457 plan required to file a 5500 annual report? Is an ineligible 457 Plan required to file a 5500 nnual report? I ask because now that a 457 plan is required to have a trust fund it qualifies as funded deferred compensation under Code SEction 6058 and might have to file a 5500 annual report.

[This message has been edited by Dave Baker (edited 11-15-1999).]

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Are we talking about a governmental 457 plan? Because no governmental retirement plan is required to file a Form 5500. Click here for the full text of the IRS announcement on the subject.

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Employee benefits legal resource site

Employee benefits legal resource site

The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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