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Guest Judy Miller
Posted

Over the past few months I've seen several individuals mention a DOL information letter from early 1998 clarifying that 403b plans don't need to attach Schedule A to the Form 5500 filing. I haven't found the letter. Can anyone direct me to the letter being referenced?

Posted

It was an information letter issued on January 12, 1998 to Theresa Lensander, Chair of the 403(B) subcommittee for the American Society of Pension Actuaries.

Guest Judy Miller
Posted

Thank you.

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